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Wealth Advisors of Tampa Bay’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wealth Advisors of Tampa Bay’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
-2,535
Closed -$251K – 97
2025
Q2 		$251K Hold
2,535
– – 0.09% 82
2025
Q1 		$251K Buy
2,535
+138
+6% +$13.5K 0.1% 82
2024
Q4 		$232K Buy
2,397
+112
+5% +$11K 0.1% 80
2024
Q3 		$231K Hold
2,285
– – 0.1% 81
2024
Q2 		$222K Hold
2,285
– – 0.1% 76
2024
Q1 		$224K Hold
2,285
– – 0.11% 75
2023
Q4 		$227K Buy
+2,285
New +$217K 0.11% 76

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 $6.73T AUM 46.02% 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 $424B AUM 22.96% 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

Wealth Advisors of Tampa Bay's AGG Position: Q3 2025 in Review

Wealth Advisors of Tampa Bay sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 2,535 shares — an estimated $251K sold.

Wealth Advisors of Tampa Bay first reported a position in AGG in Q4 2023 and held it in 7 quarters. The position peaked at $251K in Q2 2025. 1,926 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Wealth Advisors of Tampa Bay reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 2,535 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $251K.
  • Wealth Advisors of Tampa Bay first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and held it in 7 quarters.
  • Wealth Advisors of Tampa Bay's iShares Core US Aggregate Bond ETF position peaked at $251K in Q2 2025.
  • 1,926 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q3 2025, filed 13 Nov 2025.