TFC Financial Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

TFC Financial Management’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	-36	Closed	-$3.6K	–	964
2025 Q3	$3.6K	Sell	36 -1,899	-98%	-$188K	﹤0.01%	492
2025 Q2	$192K	Buy	+1,935	New	+$190K	0.03%	130
2025 Q1	–	Sell	-4,350	Closed	-$422K	–	961
2024 Q4	$422K	Buy	+4,350	New	+$428K	0.07%	75
2022 Q1	–	Sell	-253	Closed	-$29K	–	527
2021 Q4	$29K	Buy	+253	New	+$28.9K	0.01%	243
2021 Q1	–	Sell	-2	Closed	–	–	567
2020 Q4	$0	Buy	+2	New	+$236	﹤0.01%	555

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TFC Financial Management's AGG Position: Q4 2025 in Review

TFC Financial Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 36 shares — an estimated $3.6K sold.

TFC Financial Management first reported a position in AGG in Q4 2020 and held it in 5 quarters. The position peaked at $422K in Q4 2024. 2,105 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

TFC Financial Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
TFC Financial Management sold 36 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $3.6K.
TFC Financial Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and held it in 5 quarters.
TFC Financial Management's iShares Core US Aggregate Bond ETF position peaked at $422K in Q4 2024.
2,105 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.