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

TritonPoint 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
Q4 		– Sell
-39,122
Closed -$3.92M – 274
2025
Q3 		$3.92M Buy
39,122
+1,112
+3% +$110K 0.34% 77
2025
Q2 		$3.77M Sell
38,010
-140
-0.4% -$13.7K 0.35% 76
2025
Q1 		$3.77M Sell
38,150
-7,700
-17% -$753K 0.36% 74
2024
Q4 		$4.44M Buy
45,850
+520
+1% +$51.2K 0.4% 66
2024
Q3 		$4.6M Sell
45,330
-3,929
-8% -$392K 0.42% 68
2024
Q2 		$4.78M Buy
49,259
+2,292
+5% +$221K 0.46% 58
2024
Q1 		$621K Buy
46,967
+40,708
+650% +$3.98M 0.06% 181
2023
Q4 		$621K Buy
+6,259
New +$596K 0.06% 190

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

TritonPoint Wealth's AGG Position: Q4 2025 in Review

TritonPoint Wealth sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 39,122 shares — an estimated $3.92M sold.

TritonPoint Wealth first reported a position in AGG in Q4 2023 and held it in 8 quarters. The position peaked at $4.78M in Q2 2024. 2,095 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • TritonPoint Wealth reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • TritonPoint Wealth sold 39,122 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $3.92M.
  • TritonPoint Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and held it in 8 quarters.
  • TritonPoint Wealth's iShares Core US Aggregate Bond ETF position peaked at $4.78M in Q2 2024.
  • 2,095 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.