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Tyler-Stone Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Tyler-Stone Wealth Management’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
Q2 		$1.21M Sell
12,232
-530
-4% -$51.9K 0.2% 101
2025
Q1 		$1.26M Sell
12,762
-390
-3% -$38.1K 0.23% 87
2024
Q4 		$1.27M Sell
13,152
-500
-4% -$49.2K 0.23% 80
2024
Q3 		$1.38M Buy
13,652
+6,815
+100% +$680K 0.26% 80
2024
Q2 		$664K Buy
6,837
+1,311
+24% +$127K 0.27% 75
2024
Q1 		$541K Sell
5,526
-355
-6% -$34.7K 0.24% 86
2023
Q4 		$584K Buy
5,881
+822
+16% +$78.2K 0.29% 71
2023
Q3 		$476K Buy
5,059
+773
+18% +$74.4K 0.27% 76
2023
Q2 		$420K Buy
+4,286
New +$424K 0.24% 87
2022
Q4 		$415K Buy
4,275
+1,418
+50% +$137K 0.28% 73
2022
Q3 		$275K Buy
2,857
+165
+6% +$16.7K 0.21% 106
2022
Q2 		$274K Buy
2,692
+5
+0.2% +$514 0.18% 115
2022
Q1 		$288K Sell
2,687
-496
-16% -$54.6K 0.16% 132
2021
Q4 		$363K Buy
+3,183
New +$364K 0.19% 104

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Tyler-Stone Wealth Management's AGG Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 4.2% in Q2 2025, selling an estimated $51.9K and leaving 12,232 shares worth $1.21M. The position accounts for 0.2% of the portfolio, ranked #101.

Tyler-Stone Wealth Management first reported a position in AGG in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.38M in Q3 2024. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Tyler-Stone Wealth Management held 12,232 shares of iShares Core US Aggregate Bond ETF worth $1.21M as of Q2 2025.
  • Tyler-Stone Wealth Management sold 530 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $51.9K.
  • iShares Core US Aggregate Bond ETF made up 0.2% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #101 holding.
  • Tyler-Stone Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • Tyler-Stone Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $1.38M in Q3 2024.
  • 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.