Siligmueller & Norvid Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Siligmueller & Norvid Wealth 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 Q3	$6.5M	Buy	+62,527	New	+$6.2M	2.92%	6

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's AGG Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q3 2025: 62,527 shares worth $6.5M. The stake represents 2.92% of the portfolio and ranks #6 among its holdings.

1,924 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 62,527 shares of iShares Core US Aggregate Bond ETF worth $6.5M as of Q3 2025.
iShares Core US Aggregate Bond ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
iShares Core US Aggregate Bond ETF made up 2.92% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #6 holding.
1,924 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.