TFO
AGG icon

Timonier Family Office’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Timonier Family Office’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 		$11M Buy
110,467
+6,719
+6% +$674K 3.5% 9
2025
Q3 		$10.4M Buy
103,748
+9,484
+10% +$941K 3.41% 9
2025
Q2 		$9.35M Buy
94,264
+12,742
+16% +$1.25M 3.5% 8
2025
Q1 		$8.06M Buy
81,522
+29,154
+56% +$2.85M 3.57% 8
2024
Q4 		$5.07M Buy
+52,368
New +$5.16M 2.6% 12

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

Timonier Family Office's AGG Position: Q4 2025 in Review

Timonier Family Office increased its iShares Core US Aggregate Bond ETF (AGG) stake by 6.5% in Q4 2025, buying an estimated $674K and bringing the position to 110,467 shares worth $11M. The position accounts for 3.5% of the portfolio, ranked #9.

Timonier Family Office first reported a position in AGG in Q4 2024 and has held it in 5 quarters since. 2,094 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Timonier Family Office held 110,467 shares of iShares Core US Aggregate Bond ETF worth $11M as of Q4 2025.
  • Timonier Family Office bought 6,719 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $674K.
  • iShares Core US Aggregate Bond ETF made up 3.5% of Timonier Family Office's portfolio in Q4 2025, its #9 holding.
  • Timonier Family Office first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • 2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Timonier Family Office's 13F filing for Q4 2025, filed 4 Feb 2026.