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Stone Summit Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Stone Summit Wealth’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
Q2 		– Sell
-3,188
Closed -$315K – 143
2025
Q1 		$315K Hold
3,188
– – 0.11% 117
2024
Q4 		$309K Hold
3,188
– – 0.1% 120
2024
Q3 		$323K Sell
3,188
-110
-3% -$11K 0.1% 119
2024
Q2 		$320K Hold
3,298
– – 0.11% 118
2024
Q1 		$323K Sell
3,298
-651
-16% -$63.7K 0.11% 121
2023
Q4 		$392K Sell
3,949
-1,838
-32% -$175K 0.15% 113
2023
Q3 		$544K Buy
5,787
+2,481
+75% +$239K 0.23% 91
2023
Q2 		$324K Buy
3,306
+881
+36% +$87.1K 0.13% 113
2023
Q1 		$242K Sell
2,425
-590
-20% -$58.3K 0.11% 125
2022
Q4 		$292K Buy
+3,015
New +$292K 0.14% 114

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Stone Summit Wealth's AGG Position: Q2 2025 in Review

Stone Summit Wealth sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 3,188 shares — an estimated $315K sold.

Stone Summit Wealth first reported a position in AGG in Q4 2022 and held it in 10 quarters. The position peaked at $544K in Q3 2023. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Stone Summit Wealth reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Stone Summit Wealth sold 3,188 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $315K.
  • Stone Summit Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 10 quarters.
  • Stone Summit Wealth's iShares Core US Aggregate Bond ETF position peaked at $544K in Q3 2023.
  • 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Stone Summit Wealth's 13F filing for Q2 2025, filed 17 Jul 2025.