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Watchman Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Watchman Group’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
-2,448
Closed -$237K – 81
2024
Q4 		$237K Hold
2,448
– – 0.06% 77
2024
Q3 		$248K Hold
2,448
– – 0.06% 75
2024
Q2 		$238K Hold
2,448
– – 0.08% 76
2024
Q1 		$240K Sell
2,448
-1,650
-40% -$161K 0.07% 78
2023
Q4 		$407K Buy
4,098
+8
+0.2% +$761 0.13% 63
2023
Q3 		$385K Hold
4,090
– – 0.16% 60
2023
Q2 		$401K Sell
4,090
-11,910
-74% -$1.18M 0.2% 50
2023
Q1 		$1.59M Sell
16,000
-7,025
-31% -$694K 0.83% 40
2022
Q4 		$2.23M Buy
23,025
+4,345
+23% +$420K 1.23% 36
2022
Q3 		$1.8M Buy
+18,680
New +$1.89M 1.13% 38

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

Watchman Group's AGG Position: Q1 2025 in Review

Watchman Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 2,448 shares — an estimated $237K sold.

Watchman Group first reported a position in AGG in Q3 2022 and held it in 10 quarters. The position peaked at $2.23M in Q4 2022. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Watchman Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Watchman Group sold 2,448 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $237K.
  • Watchman Group first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and held it in 10 quarters.
  • Watchman Group's iShares Core US Aggregate Bond ETF position peaked at $2.23M in Q4 2022.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Watchman Group's 13F filing for Q1 2025, filed 13 May 2025.