Turim 21 Investimentos’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Turim 21 Investimentos’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	-21	Closed	-$2.06K	–	115
2025 Q3	$2.06K	Buy	+21	New	+$2.08K	﹤0.01%	111
2021 Q4	–	Sell	-130	Closed	-$15K	–	100
2021 Q3	$15K	Hold	130	–	–	0.01%	74
2021 Q2	$15K	Buy	+130	New	+$14.9K	0.01%	90
2021 Q1	–	Sell	-44	Closed	-$5K	–	96
2020 Q4	$5K	Buy	+44	New	+$5.18K	0.03%	82

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Turim 21 Investimentos's AGG Position: Q4 2025 in Review

Turim 21 Investimentos sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 21 shares — an estimated $2.06K sold.

Turim 21 Investimentos first reported a position in AGG in Q4 2020 and held it in 4 quarters. The position peaked at $15K in Q3 2021. 2,112 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

Turim 21 Investimentos reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
Turim 21 Investimentos sold 21 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $2.06K.
Turim 21 Investimentos first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and held it in 4 quarters.
Turim 21 Investimentos's iShares Core US Aggregate Bond ETF position peaked at $15K in Q3 2021.
2,112 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Turim 21 Investimentos's 13F filing for Q4 2025, filed 17 Feb 2026.