Tru Independence Asset Management 2’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Tru Independence Asset Management 2’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	–	Sell	-3,343	Closed	-$324K	–	91
2024 Q4	$324K	Hold	3,343	–	–	0.27%	63
2024 Q3	$339K	Buy	+3,343	New	+$334K	0.29%	58
2023 Q1	$333K	Buy	+3,343	New	+$330K	0.33%	51
2022 Q3	$264K	Buy	+2,736	New	+$277K	0.28%	50
2021 Q1	–	Sell	-434	Closed	-$51K	–	112
2020 Q4	$51K	Buy	+434	New	+$51.1K	0.04%	176

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Tru Independence Asset Management 2's AGG Position: Q1 2025 in Review

Tru Independence Asset Management 2 sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 3,343 shares — an estimated $324K sold.

Tru Independence Asset Management 2 first reported a position in AGG in Q4 2020 and held it in 5 quarters. The position peaked at $339K in Q3 2024. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

Tru Independence Asset Management 2 reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
Tru Independence Asset Management 2 sold 3,343 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $324K.
Tru Independence Asset Management 2 first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and held it in 5 quarters.
Tru Independence Asset Management 2's iShares Core US Aggregate Bond ETF position peaked at $339K in Q3 2024.
1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2025, filed 30 Apr 2025.