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Surience Private Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Surience Private 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
Q4 		– Sell
-26,569
Closed -$2.66M – 34
2025
Q3 		$2.66M Buy
+26,569
New +$2.64M 2.44% 15
2025
Q2 		– Sell
-2,693
Closed -$266K – 31
2025
Q1 		$266K Buy
2,693
+189
+8% +$18.5K 0.46% 26
2024
Q4 		$243K Hold
2,504
– – 0.31% 23
2024
Q3 		$254K Hold
2,504
– – 0.26% 26
2024
Q2 		$243K Buy
+2,504
New +$242K 0.31% 26

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

Surience Private Wealth's AGG Position: Q4 2025 in Review

Surience Private Wealth sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 26,569 shares — an estimated $2.66M sold.

Surience Private Wealth first reported a position in AGG in Q2 2024 and held it in 5 quarters. The position peaked at $2.66M in Q3 2025. 2,094 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Surience Private Wealth reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Surience Private Wealth sold 26,569 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $2.66M.
  • Surience Private Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and held it in 5 quarters.
  • Surience Private Wealth's iShares Core US Aggregate Bond ETF position peaked at $2.66M in Q3 2025.
  • 2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Surience Private Wealth's 13F filing for Q4 2025, filed 16 Jan 2026.