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Sonora Investment Management Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sonora Investment Management Group’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 		$630K Sell
6,281
-10
-0.2% -$992 0.04% 153
2025
Q2 		$624K Sell
6,291
-132
-2% -$12.9K 0.05% 153
2025
Q1 		$635K Buy
6,423
+1,268
+25% +$124K 0.05% 150
2024
Q4 		$500K Buy
+5,155
New +$508K 0.04% 172
2024
Q1 		– Sell
-2,925
Closed -$290K – 285
2023
Q4 		$290K Buy
+2,925
New +$278K 0.02% 214
2023
Q2 		– Sell
-2,796
Closed -$279K – 266
2023
Q1 		$279K Buy
+2,796
New +$276K 0.02% 220
2022
Q4 		– Sell
-2,468
Closed -$251K – 269
2022
Q3 		$251K Hold
2,468
– – 0.03% 170
2022
Q2 		$251K Buy
+2,468
New +$254K 0.02% 203

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Sonora Investment Management Group's AGG Position: Q3 2025 in Review

Sonora Investment Management Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.16% in Q3 2025, selling an estimated $992 and leaving 6,281 shares worth $630K. The position accounts for 0.04% of the portfolio, ranked #153.

Sonora Investment Management Group first reported a position in AGG in Q2 2022 and has held it in 8 quarters since. The position peaked at $635K in Q1 2025. 1,930 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Sonora Investment Management Group held 6,281 shares of iShares Core US Aggregate Bond ETF worth $630K as of Q3 2025.
  • Sonora Investment Management Group sold 10 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $992.
  • iShares Core US Aggregate Bond ETF made up 0.04% of Sonora Investment Management Group's portfolio in Q3 2025, its #153 holding.
  • Sonora Investment Management Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and has held it in 8 quarters since.
  • Sonora Investment Management Group's iShares Core US Aggregate Bond ETF position peaked at $635K in Q1 2025.
  • 1,930 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.