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Smith Shellnut Wilson’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Smith Shellnut Wilson’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 		$10.8M Buy
108,042
+1,352
+1% +$134K 4.16% 6
2025
Q2 		$10.6M Buy
106,690
+1
+0% +$98 4.59% 6
2025
Q1 		$10.6M Buy
106,689
+1
+0% +$98 4.84% 5
2024
Q4 		$10.3M Buy
106,688
+5,572
+6% +$549K 4.58% 6
2024
Q3 		$10.2M Buy
101,116
+18,574
+23% +$1.85M 4.63% 7
2024
Q2 		$8.01M Buy
82,542
+12,751
+18% +$1.23M 3.89% 7
2024
Q1 		$6.84M Buy
69,791
+10,961
+19% +$1.07M 3.62% 7
2023
Q4 		$5.84M Buy
58,830
+2,152
+4% +$205K 3.35% 9
2023
Q3 		$5.33M Buy
56,678
+9,851
+21% +$949K 3.26% 9
2023
Q2 		$4.59M Buy
46,827
+5,846
+14% +$578K 2.59% 9
2023
Q1 		$4.08M Buy
40,981
+1,156
+3% +$114K 2.48% 11
2022
Q4 		$3.86M Buy
+39,825
New +$3.85M 2.38% 11
2022
Q3 		– Sell
-43,664
Closed -$4.42M – 9
2022
Q2 		$4.44M Buy
43,664
+1
+0% +$103 2.75% 10
2022
Q1 		$4.68M Buy
43,663
+1
+0% +$110 2.45% 10
2021
Q4 		$4.98M Buy
+43,662
New +$5M 2.47% 8
2021
Q3 		– Sell
-43,531
Closed -$5.02M – 157
2021
Q2 		$5.02M Buy
43,531
+1
+0% +$115 2.92% 7
2021
Q1 		$4.96M Hold
43,530
– – 3.02% 7
2020
Q4 		$5.14M Buy
43,530
+38,391
+747% +$4.52M 3.07% 8
2020
Q3 		$43.5K Sell
5,139
-38,364
-88% -$4.55M 16.26% 1
2020
Q2 		$5.14M Buy
43,503
+1
+0% +$117 3.68% 7
2020
Q1 		$5.02M Buy
43,502
+22,230
+105% +$2.53M 4.21% 6
2019
Q4 		$2.39M Buy
21,272
+1
+0% +$113 1.59% 20
2019
Q3 		$2.41M Sell
21,271
-2,672
-11% -$300K 1.78% 18
2019
Q2 		$2.67M Buy
+23,943
New +$2.62M 2% 15

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Smith Shellnut Wilson's AGG Position: Q3 2025 in Review

Smith Shellnut Wilson increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.3% in Q3 2025, buying an estimated $134K and bringing the position to 108,042 shares worth $10.8M. The position accounts for 4.16% of the portfolio, ranked #6.

Smith Shellnut Wilson first reported a position in AGG in Q2 2019 and has held it in 24 quarters since. 1,924 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Smith Shellnut Wilson held 108,042 shares of iShares Core US Aggregate Bond ETF worth $10.8M as of Q3 2025.
  • Smith Shellnut Wilson bought 1,352 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $134K.
  • iShares Core US Aggregate Bond ETF made up 4.16% of Smith Shellnut Wilson's portfolio in Q3 2025, its #6 holding.
  • Smith Shellnut Wilson first reported a position in iShares Core US Aggregate Bond ETF in Q2 2019 and has held it in 24 quarters since.
  • 1,924 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.