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TrueWealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

TrueWealth Advisors’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
-2,718
Closed -$263K – 209
2024
Q4 		$263K Sell
2,718
-150
-5% -$14.8K 0.09% 185
2024
Q3 		$290K Sell
2,868
-423
-13% -$42.2K 0.1% 177
2024
Q2 		$319K Buy
3,291
+334
+11% +$32.2K 0.12% 142
2024
Q1 		$290K Sell
2,957
-1,081
-27% -$106K 0.11% 154
2023
Q4 		$401K Sell
4,038
-1,076
-21% -$102K 0.16% 109
2023
Q3 		$481K Sell
5,114
-67
-1% -$6.45K 0.2% 87
2023
Q2 		$508K Sell
5,181
-7,404
-59% -$732K 0.21% 81
2023
Q1 		$1.25M Sell
12,585
-4,101
-25% -$405K 0.53% 44
2022
Q4 		$1.62M Sell
16,686
-5,892
-26% -$570K 0.71% 31
2022
Q3 		$2.17M Sell
22,578
-6,943
-24% -$702K 1.03% 19
2022
Q2 		$3M Sell
29,521
-6,437
-18% -$661K 1.4% 19
2022
Q1 		$4.1M Hold
35,958
– – 1.84% 14
2021
Q4 		$4.1M Buy
35,958
+21,029
+141% +$2.41M 1.84% 14
2021
Q3 		$1.71M Buy
14,929
+998
+7% +$116K 0.96% 25
2021
Q2 		$1.61M Sell
13,931
-2,417
-15% -$277K 0.94% 24
2021
Q1 		$1.87M Sell
16,348
-5,979
-27% -$692K 1.22% 20
2020
Q4 		$2.61M Buy
+22,327
New +$2.63M 2.24% 12

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

TrueWealth Advisors's AGG Position: Q1 2025 in Review

TrueWealth Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 2,718 shares — an estimated $263K sold.

TrueWealth Advisors first reported a position in AGG in Q4 2020 and held it in 17 quarters. The position peaked at $4.1M in Q1 2022. 1,926 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • TrueWealth Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • TrueWealth Advisors sold 2,718 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $263K.
  • TrueWealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and held it in 17 quarters.
  • TrueWealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $4.1M in Q1 2022.
  • 1,926 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on TrueWealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.