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Total Clarity Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Total Clarity 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
Q3 		– Sell
-2,433
Closed -$241K – 289
2025
Q2 		$241K Buy
2,433
+258
+12% +$25.3K 0.07% 239
2025
Q1 		$211K Hold
2,175
– – 0.07% 243
2024
Q4 		$211K Sell
2,175
-67
-3% -$6.6K 0.07% 243
2024
Q3 		$227K Buy
2,242
+30
+1% +$2.99K 0.07% 227
2024
Q2 		$215K Sell
2,212
-3,881
-64% -$375K 0.07% 227
2024
Q1 		$597K Buy
6,093
+717
+13% +$70.2K 0.21% 130
2023
Q4 		$534K Sell
5,376
-661
-11% -$62.9K 0.22% 120
2023
Q3 		$568K Buy
+6,037
New +$581K 0.27% 100
2022
Q3 		– Sell
-1,858
Closed -$189K – 244
2022
Q2 		$189K Sell
1,858
-1,805
-49% -$185K 0.1% 212
2022
Q1 		$392K Buy
3,663
+1,411
+63% +$155K 0.22% 124
2021
Q4 		$257K Sell
2,252
-231
-9% -$26.4K 0.12% 180
2021
Q3 		$285K Sell
2,483
-1,269
-34% -$147K 0.14% 166
2021
Q2 		$433K Sell
3,752
-909
-20% -$104K 0.24% 114
2021
Q1 		$531K Sell
4,661
-253
-5% -$29.3K 0.31% 79
2020
Q4 		$581K Sell
4,914
-589
-11% -$69.4K 0.4% 70
2020
Q3 		$650K Buy
5,503
+1,876
+52% +$223K 0.57% 49
2020
Q2 		$429K Buy
3,627
+737
+26% +$86.3K 0.39% 67
2020
Q1 		$333K Sell
2,890
-86
-3% -$9.8K 0.51% 62
2019
Q4 		$334K Buy
+2,976
New +$335K 0.25% 85

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Total Clarity Wealth Management's AGG Position: Q3 2025 in Review

Total Clarity Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 2,433 shares — an estimated $241K sold.

Total Clarity Wealth Management first reported a position in AGG in Q4 2019 and held it in 19 quarters. The position peaked at $650K in Q3 2020. 1,932 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Total Clarity Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Total Clarity Wealth Management sold 2,433 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $241K.
  • Total Clarity Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 19 quarters.
  • Total Clarity Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $650K in Q3 2020.
  • 1,932 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Total Clarity Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.