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Watts Gwilliam & Co’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Watts Gwilliam & Co’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 		$1.02M Hold
10,164
– – 0.16% 90
2025
Q2 		$1.02M Sell
10,164
-734
-7% -$71.9K 0.17% 90
2025
Q1 		$1.08M Sell
10,898
-407
-4% -$39.8K 0.23% 81
2024
Q4 		$1.09M Buy
11,305
+2,225
+25% +$219K 0.23% 83
2024
Q3 		$906K Buy
+9,080
New +$906K 0.2% 90
2024
Q1 		$751K Buy
+7,777
New +$761K 0.23% 84

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Watts Gwilliam & Co's AGG Position: Q3 2025 in Review

Watts Gwilliam & Co held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q3 2025 at 10,164 shares worth $1.02M. The position accounts for 0.16% of the portfolio, ranked #90.

Watts Gwilliam & Co first reported a position in AGG in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.09M in Q4 2024. 1,924 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Watts Gwilliam & Co held 10,164 shares of iShares Core US Aggregate Bond ETF worth $1.02M as of Q3 2025.
  • Watts Gwilliam & Co left its iShares Core US Aggregate Bond ETF share count unchanged in Q3 2025.
  • iShares Core US Aggregate Bond ETF made up 0.16% of Watts Gwilliam & Co's portfolio in Q3 2025, its #90 holding.
  • Watts Gwilliam & Co first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's iShares Core US Aggregate Bond ETF position peaked at $1.09M in Q4 2024.
  • 1,924 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.