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

Transform 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
Q1 		$31.5M Buy
318,010
+41,223
+15% +$4.03M 1.91% 6
2024
Q4 		$26.8M Buy
276,787
+24,052
+10% +$2.37M 1.49% 11
2024
Q3 		$25.6M Buy
252,735
+7,801
+3% +$778K 1.7% 8
2024
Q2 		$23.8M Buy
244,934
+8,572
+4% +$827K 1.78% 11
2024
Q1 		$23.1M Buy
236,362
+15,959
+7% +$1.56M 2.2% 8
2023
Q4 		$21.9M Buy
220,403
+7,312
+3% +$696K 2.13% 6
2023
Q3 		$20M Buy
213,091
+9,793
+5% +$943K 2.11% 7
2023
Q2 		$19.9M Sell
203,298
-4,290
-2% -$424K 1.79% 9
2023
Q1 		$20.7M Buy
207,588
+46,699
+29% +$4.62M 1.95% 8
2022
Q4 		$15.6M Buy
160,889
+74,003
+85% +$7.16M 1.75% 11
2022
Q3 		$8.37M Buy
+86,886
New +$8.79M 1.09% 28

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Transform Wealth's AGG Position: Q1 2025 in Review

Transform Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 15% in Q1 2025, buying an estimated $4.03M and bringing the position to 318,010 shares worth $31.5M. The position accounts for 1.91% of the portfolio, ranked #6.

Transform Wealth first reported a position in AGG in Q3 2022 and has held it in 11 quarters since. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Transform Wealth held 318,010 shares of iShares Core US Aggregate Bond ETF worth $31.5M as of Q1 2025.
  • Transform Wealth bought 41,223 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $4.03M.
  • iShares Core US Aggregate Bond ETF made up 1.91% of Transform Wealth's portfolio in Q1 2025, its #6 holding.
  • Transform Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and has held it in 11 quarters since.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.