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Sheaff Brock Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$265K Hold
2,680
– – 0.02% 349
2024
Q4 		$260K Sell
2,680
-5
-0.2% -$492 0.02% 360
2024
Q3 		$272K Hold
2,685
– – 0.02% 345
2024
Q2 		$261K Hold
2,685
– – 0.02% 344
2024
Q1 		$263K Hold
2,685
– – 0.02% 383
2023
Q4 		$266K Sell
2,685
-13
-0.5% -$1.24K 0.02% 369
2023
Q3 		$254K Hold
2,698
– – 0.02% 360
2023
Q2 		$264K Hold
2,698
– – 0.02% 373
2023
Q1 		$269K Hold
2,698
– – 0.02% 378
2022
Q4 		$262K Hold
2,698
– – 0.03% 366
2022
Q3 		$260K Hold
2,698
– – 0.03% 362
2022
Q2 		$274K Hold
2,698
– – 0.02% 362
2022
Q1 		$289K Hold
2,698
– – 0.02% 385
2021
Q4 		$308K Hold
2,698
– – 0.02% 372
2021
Q3 		$310K Sell
2,698
-42
-2% -$4.87K 0.02% 362
2021
Q2 		$316K Buy
2,740
+42
+2% +$4.81K 0.02% 353
2021
Q1 		$307K Hold
2,698
– – 0.02% 351
2020
Q4 		$319K Hold
2,698
– – 0.03% 315
2020
Q3 		$319K Hold
2,698
– – 0.03% 289
2020
Q2 		$319K Hold
2,698
– – 0.03% 293
2020
Q1 		$311K Hold
2,698
– – 0.04% 260
2019
Q4 		$303K Hold
2,698
– – 0.03% 334
2019
Q3 		$305K Hold
2,698
– – 0.03% 331
2019
Q2 		$300K Buy
2,698
+198
+8% +$21.6K 0.03% 334
2019
Q1 		$273K Hold
2,500
– – 0.03% 357
2018
Q4 		$266K Hold
2,500
– – 0.04% 340
2018
Q3 		$264K Hold
2,500
– – 0.02% 381
2018
Q2 		$266K Sell
2,500
-125
-5% -$13.3K 0.03% 391
2018
Q1 		$282K Hold
2,625
– – 0.03% 370
2017
Q4 		$287K Hold
2,625
– – 0.04% 361
2017
Q3 		$288K Hold
2,625
– – 0.04% 368
2017
Q2 		$287K Sell
2,625
-3,579
-58% -$391K 0.04% 390
2017
Q1 		$673K Buy
+6,204
New +$671K 0.09% 230

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Sheaff Brock Investment Advisors's AGG Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2025 at 2,680 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #349.

Sheaff Brock Investment Advisors first reported a position in AGG in Q1 2017 and has held it in 33 quarters since. The position peaked at $673K in Q1 2017. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Sheaff Brock Investment Advisors held 2,680 shares of iShares Core US Aggregate Bond ETF worth $265K as of Q1 2025.
  • Sheaff Brock Investment Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2025.
  • iShares Core US Aggregate Bond ETF made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #349 holding.
  • Sheaff Brock Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2017 and has held it in 33 quarters since.
  • Sheaff Brock Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $673K in Q1 2017.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.