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Stillwater Capital Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Stillwater Capital 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 		– Sell
-7,530
Closed -$747K – 72
2025
Q2 		$747K Hold
7,530
– – 0.1% 52
2025
Q1 		$745K Hold
7,530
– – 0.1% 51
2024
Q4 		$730K Hold
7,530
– – 0.09% 56
2024
Q3 		$763K Buy
+7,530
New +$751K 0.1% 54
2024
Q2 		– Sell
-7,530
Closed -$737K – 50
2024
Q1 		$737K Hold
7,530
– – 0.11% 53
2023
Q4 		$747K Hold
7,530
– – 0.12% 54
2023
Q3 		$708K Hold
7,530
– – 0.13% 54
2023
Q2 		$738K Sell
7,530
-475
-6% -$47K 0.13% 53
2023
Q1 		$798K Sell
8,005
-40
-0.5% -$3.95K 0.15% 50
2022
Q4 		$780K Sell
8,045
-15
-0.2% -$1.45K 0.16% 49
2022
Q3 		$777K Hold
8,060
– – 0.18% 51
2022
Q2 		$820K Buy
8,060
+1,085
+16% +$111K 0.15% 55
2022
Q1 		$747K Sell
6,975
-25
-0.4% -$2.75K 0.12% 55
2021
Q4 		$799K Buy
7,000
+595
+9% +$68.1K 0.12% 55
2021
Q3 		$735K Sell
6,405
-50
-0.8% -$5.8K 0.12% 57
2021
Q2 		$744K Sell
6,455
-45
-0.7% -$5.16K 0.12% 57
2021
Q1 		$740K Sell
6,500
-40
-0.6% -$4.63K 0.13% 57
2020
Q4 		$773K Hold
6,540
– – 0.15% 55
2020
Q3 		$772K Hold
6,540
– – 0.17% 52
2020
Q2 		$773K Hold
6,540
– – 0.19% 50
2020
Q1 		$755K Buy
6,540
+1,900
+41% +$217K 0.22% 48
2019
Q4 		$521K Buy
4,640
+200
+5% +$22.5K 0.12% 58
2019
Q3 		$502K Hold
4,440
– – 0.13% 56
2019
Q2 		$494K Buy
4,440
+600
+16% +$65.6K 0.12% 62
2019
Q1 		$419K Hold
3,840
– – 0.09% 71
2018
Q4 		$409K Hold
3,840
– – 0.1% 71
2018
Q3 		$405K Buy
+3,840
New +$407K 0.08% 64

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

Stillwater Capital Advisors's AGG Position: Q3 2025 in Review

Stillwater Capital Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 7,530 shares — an estimated $747K sold.

Stillwater Capital Advisors first reported a position in AGG in Q3 2018 and held it in 27 quarters. The position peaked at $820K in Q2 2022. 1,924 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Stillwater Capital Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Stillwater Capital Advisors sold 7,530 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $747K.
  • Stillwater Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2018 and held it in 27 quarters.
  • Stillwater Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $820K in Q2 2022.
  • 1,924 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Stillwater Capital Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.