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Wealth Forward LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wealth Forward LLC’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
-2,346
Closed -$233K – 44
2025
Q2 		$233K Buy
+2,346
New +$230K 0.16% 31

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 22.96% 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

Wealth Forward LLC's AGG Position: Q3 2025 in Review

Wealth Forward LLC sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 2,346 shares — an estimated $233K sold.

Wealth Forward LLC first reported a position in AGG in Q2 2025 and held it in 1 quarter. The position peaked at $233K in Q2 2025. 1,930 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Wealth Forward LLC reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Wealth Forward LLC sold 2,346 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $233K.
  • Wealth Forward LLC first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Wealth Forward LLC's iShares Core US Aggregate Bond ETF position peaked at $233K in Q2 2025.
  • 1,930 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Wealth Forward LLC's 13F filing for Q3 2025, filed 6 Nov 2025.