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Wagner Wealth Management (South Carolina)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		– Sell
-305
Closed -$30.3K – 250
2025
Q2 		$30.3K Hold
305
– – 0.01% 179
2025
Q1 		$30.2K Hold
305
– – 0.01% 168
2024
Q4 		$29.6K Sell
305
-1
-0.3% -$98 0.01% 164
2024
Q3 		$31K Buy
306
+305
+30,500% +$30.4K 0.01% 159
2024
Q2 		$97 Buy
+1
New +$97 ﹤0.01% 258
2024
Q1 		– Sell
-105
Closed -$10.4K – 249
2023
Q4 		$10.4K Hold
105
– – ﹤0.01% 196
2023
Q3 		$9.87K Sell
105
-2
-2% -$193 ﹤0.01% 171
2023
Q2 		$10.5K Buy
107
+5
+5% +$494 ﹤0.01% 178
2023
Q1 		$10.2K Hold
102
– – ﹤0.01% 177
2022
Q4 		$9.89K Hold
102
– – 0.01% 186
2022
Q3 		$10K Sell
102
-214
-68% -$21.6K 0.01% 419
2022
Q2 		$32K Sell
316
-112
-26% -$11.5K 0.03% 255
2022
Q1 		$46K Buy
428
+214
+100% +$23.6K 0.03% 157
2021
Q4 		$24K Hold
214
– – 0.02% 367
2021
Q3 		$25K Sell
214
-45
-17% -$5.22K 0.02% 342
2021
Q2 		$30K Hold
259
– – 0.02% 331
2021
Q1 		$29K Hold
259
– – 0.02% 303
2020
Q4 		$31K Buy
+259
New +$30.5K 0.03% 153
2018
Q3 		$137K Hold
1,296
– – 0.09% 160
2018
Q2 		$138K Buy
1,296
+296
+30% +$31.4K 0.1% 147
2018
Q1 		$107K Hold
1,000
– – 0.08% 164
2017
Q4 		$109K Buy
+1,000
New +$109K 0.08% 167

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s AGG Position: Q3 2025 in Review

Wagner Wealth Management (South Carolina) sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 305 shares — an estimated $30.3K sold.

Wagner Wealth Management (South Carolina) first reported a position in AGG in Q4 2017 and held it in 22 quarters. The position peaked at $138K in Q2 2018. 1,932 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Wagner Wealth Management (South Carolina) reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 305 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $30.3K.
  • Wagner Wealth Management (South Carolina) first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and held it in 22 quarters.
  • Wagner Wealth Management (South Carolina)'s iShares Core US Aggregate Bond ETF position peaked at $138K in Q2 2018.
  • 1,932 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2025, filed 21 Oct 2025.