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Stephens Consulting’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Stephens Consulting’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
Q4 		$129K Buy
1,288
+111
+9% +$11.1K 0.04% 85
2025
Q3 		$118K Sell
1,177
-9,332
-89% -$926K 0.04% 91
2025
Q2 		$1.04M Sell
10,509
-1,511
-13% -$148K 0.25% 43
2025
Q1 		$1.19M Buy
12,020
+193
+2% +$18.9K 0.3% 35
2024
Q4 		$1.15M Buy
11,827
+567
+5% +$55.8K 0.29% 35
2024
Q3 		$1.14M Buy
11,260
+3
+0% +$299 0.29% 38
2024
Q2 		$1.09M Buy
11,257
+1,101
+11% +$106K 0.31% 33
2024
Q1 		$995K Sell
10,156
-329
-3% -$32.2K 0.31% 33
2023
Q4 		$1.04M Sell
10,485
-7,383
-41% -$703K 0.35% 31
2023
Q3 		$1.68M Buy
17,868
+3,780
+27% +$364K 0.68% 20
2023
Q2 		$1.38M Sell
14,088
-81
-0.6% -$8.01K 0.55% 28
2023
Q1 		$1.41M Sell
14,169
-2,405
-15% -$238K 0.85% 24
2022
Q4 		$1.61M Sell
16,574
-25,750
-61% -$2.49M 1.07% 19
2022
Q3 		$4.08M Buy
42,324
+38,635
+1,047% +$3.91M 3.66% 5
2022
Q2 		$375K Buy
3,689
+181
+5% +$18.6K 0.31% 39
2022
Q1 		$376K Sell
3,508
-5,490
-61% -$604K 0.31% 46
2021
Q4 		$1.03M Buy
+8,998
New +$1.03M 0.85% 25

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Stephens Consulting's AGG Position: Q4 2025 in Review

Stephens Consulting increased its iShares Core US Aggregate Bond ETF (AGG) stake by 9.4% in Q4 2025, buying an estimated $11.1K and bringing the position to 1,288 shares worth $129K. The position accounts for 0.04% of the portfolio, ranked #85.

Stephens Consulting first reported a position in AGG in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.08M in Q3 2022. 2,094 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Stephens Consulting held 1,288 shares of iShares Core US Aggregate Bond ETF worth $129K as of Q4 2025.
  • Stephens Consulting bought 111 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $11.1K.
  • iShares Core US Aggregate Bond ETF made up 0.04% of Stephens Consulting's portfolio in Q4 2025, its #85 holding.
  • Stephens Consulting first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's iShares Core US Aggregate Bond ETF position peaked at $4.08M in Q3 2022.
  • 2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.