Topel & Distasi Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Topel & Distasi Wealth 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 Q2	–	Sell	-5,930	Closed	-$587K	–	61
2025 Q1	$587K	Sell	5,930 -1,171	-16%	-$114K	0.27%	55
2024 Q4	$688K	Hold	7,101	–	–	0.29%	54
2024 Q3	$719K	Buy	7,101 +27	+0.4%	+$2.69K	0.3%	54
2024 Q2	$687K	Hold	7,074	–	–	0.3%	53
2024 Q1	$693K	Buy	7,074 +1,348	+24%	+$132K	0.31%	52
2023 Q4	$568K	Hold	5,726	–	–	0.27%	54
2023 Q3	$538K	Buy	5,726 +88	+2%	+$8.47K	0.28%	53
2023 Q2	$552K	Buy	5,638 +20	+0.4%	+$1.98K	0.28%	53
2023 Q1	$560K	Buy	5,618 +8	+0.1%	+$791	0.29%	53
2022 Q4	$544K	Buy	5,610 +37	+0.7%	+$3.58K	0.3%	53
2022 Q3	$536K	Sell	5,573 -1,261	-18%	-$128K	0.3%	56
2022 Q2	$695K	Sell	6,834 -499	-7%	-$51.3K	0.4%	48
2022 Q1	$785K	Sell	7,333 -676	-8%	-$74.4K	0.33%	57
2021 Q4	$914K	Buy	+8,009	New	+$916K	0.37%	54

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Topel & Distasi Wealth Management's AGG Position: Q2 2025 in Review

Topel & Distasi Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 5,930 shares — an estimated $587K sold.

Topel & Distasi Wealth Management first reported a position in AGG in Q4 2021 and held it in 14 quarters. The position peaked at $914K in Q4 2021. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

Topel & Distasi Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
Topel & Distasi Wealth Management sold 5,930 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $587K.
Topel & Distasi Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 14 quarters.
Topel & Distasi Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $914K in Q4 2021.
1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.