Wade Financial Advisory’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wade Financial Advisory’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	$305K	Sell	3,084 -677	-18%	-$66.2K	0.1%	63
2024 Q4	$364K	Buy	3,761 +27	+0.7%	+$2.66K	0.12%	58
2024 Q3	$378K	Sell	3,734 -36	-1%	-$3.59K	0.13%	60
2024 Q2	$366K	Buy	3,770 +15	+0.4%	+$1.45K	0.13%	63
2024 Q1	$368K	Sell	3,755 -649	-15%	-$63.5K	0.13%	61
2023 Q4	$437K	Buy	4,404 +31	+0.7%	+$2.95K	0.17%	58
2023 Q3	$411K	Buy	+4,373	New	+$421K	0.18%	57
2023 Q1	–	Sell	-3,934	Closed	-$382K	–	77
2022 Q4	$382K	Sell	3,934 -168	-4%	-$16.2K	0.17%	60
2022 Q3	$395K	Sell	4,102 -116	-3%	-$11.7K	0.2%	57
2022 Q2	$429K	Buy	4,218 +30	+0.7%	+$3.08K	0.2%	56
2022 Q1	$449K	Buy	+4,188	New	+$461K	0.19%	54

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

Wade Financial Advisory's AGG Position: Q1 2025 in Review

Wade Financial Advisory reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 18% in Q1 2025, selling an estimated $66.2K and leaving 3,084 shares worth $305K. The position accounts for 0.1% of the portfolio, ranked #63.

Wade Financial Advisory first reported a position in AGG in Q1 2022 and has held it in 11 quarters since. The position peaked at $449K in Q1 2022. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

Wade Financial Advisory held 3,084 shares of iShares Core US Aggregate Bond ETF worth $305K as of Q1 2025.
Wade Financial Advisory sold 677 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $66.2K.
iShares Core US Aggregate Bond ETF made up 0.1% of Wade Financial Advisory's portfolio in Q1 2025, its #63 holding.
Wade Financial Advisory first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 11 quarters since.
Wade Financial Advisory's iShares Core US Aggregate Bond ETF position peaked at $449K in Q1 2022.
1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.