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Signal Tree Financial Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Signal Tree Financial Partners’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 		– Sell
-2,618
Closed -$254K – 43
2024
Q4 		$254K Buy
+2,618
New +$258K 0.3% 37

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Wells Fargo
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Envestnet Asset Management
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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

Signal Tree Financial Partners's AGG Position: Q1 2025 in Review

Signal Tree Financial Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 2,618 shares — an estimated $254K sold.

Signal Tree Financial Partners first reported a position in AGG in Q4 2024 and held it in 1 quarter. The position peaked at $254K in Q4 2024. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Signal Tree Financial Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Signal Tree Financial Partners sold 2,618 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $254K.
  • Signal Tree Financial Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Signal Tree Financial Partners's iShares Core US Aggregate Bond ETF position peaked at $254K in Q4 2024.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Signal Tree Financial Partners's 13F filing for Q1 2025, filed 16 Jul 2025.