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Whitegate Investment Counselors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Whitegate Investment Counselors’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
Q4 		– Sell
-5,848
Closed -$586K – 68
2025
Q3 		$586K Sell
5,848
-2,096
-26% -$208K 0.19% 46
2025
Q2 		$788K Sell
7,944
-1,931
-20% -$189K 0.27% 44
2025
Q1 		$977K Sell
9,875
-2,715
-22% -$265K 0.35% 39
2024
Q4 		$1.22M Sell
12,590
-62,685
-83% -$6.17M 0.42% 34
2024
Q3 		$7.62M Buy
75,275
+7,195
+11% +$718K 2.02% 18
2024
Q2 		$6.61M Buy
68,080
+2,455
+4% +$237K 1.88% 19
2024
Q1 		$6.43M Buy
65,625
+403
+0.6% +$39.4K 1.81% 19
2023
Q4 		$6.47M Buy
65,222
+1,038
+2% +$98.8K 1.97% 19
2023
Q3 		$6.04M Buy
64,184
+4,967
+8% +$478K 2.02% 19
2023
Q2 		$5.8M Buy
59,217
+28,330
+92% +$2.8M 1.9% 18
2023
Q1 		$3.08M Buy
30,887
+151
+0.5% +$14.9K 0.99% 27
2022
Q4 		$2.98M Buy
30,736
+184
+0.6% +$17.8K 1.02% 25
2022
Q3 		$2.94M Sell
30,552
-1,599
-5% -$162K 1.11% 27
2022
Q2 		$3.27M Sell
32,151
-113,708
-78% -$11.7M 1.2% 24
2022
Q1 		$15.6M Sell
145,859
-2,487
-2% -$274K 4.83% 7
2021
Q4 		$16.9M Sell
148,346
-8,906
-6% -$1.02M 4.98% 7
2021
Q3 		$18.1M Buy
157,252
+4,949
+3% +$574K 2.56% 8
2021
Q2 		$17.6M Buy
152,303
+7,750
+5% +$888K 2.49% 8
2021
Q1 		$16.5M Sell
144,553
-12,939
-8% -$1.5M 2.51% 8
2020
Q4 		$18.6M Buy
157,492
+3,323
+2% +$391K 3.01% 6
2020
Q3 		$18.2M Buy
154,169
+28,320
+23% +$3.36M 3.32% 3
2020
Q2 		$14.9M Buy
125,849
+56,672
+82% +$6.63M 2.97% 5
2020
Q1 		$7.98M Buy
69,177
+3,770
+6% +$430K 1.94% 11
2019
Q4 		$7.35M Buy
65,407
+2,456
+4% +$277K 1.33% 20
2019
Q3 		$7.12M Buy
62,951
+17,569
+39% +$1.98M 1.4% 19
2019
Q2 		$5.05M Buy
45,382
+347
+0.8% +$37.9K 1.02% 34
2019
Q1 		$4.91M Buy
45,035
+10,558
+31% +$1.13M 1.02% 35
2018
Q4 		$3.67M Sell
34,477
-10,265
-23% -$1.08M 0.85% 37
2018
Q3 		$4.72M Sell
44,742
-1,896
-4% -$201K 0.96% 32
2018
Q2 		$4.96M Sell
46,638
-38,400
-45% -$4.07M 1.01% 29
2018
Q1 		$9.12M Sell
85,038
-20,847
-20% -$2.24M 1.94% 10
2017
Q4 		$11.6M Buy
105,885
+2,905
+3% +$318K 2.42% 5
2017
Q3 		$11.3M Buy
102,980
+1,212
+1% +$133K 2.49% 5
2017
Q2 		$11.1M Buy
101,768
+4,510
+5% +$493K 2.52% 5
2017
Q1 		$10.6M Buy
97,258
+1,362
+1% +$147K 2.53% 5
2016
Q4 		$10.4M Buy
95,896
+2,474
+3% +$271K 2.77% 4
2016
Q3 		$10.5M Buy
93,422
+2,201
+2% +$247K 2.86% 4
2016
Q2 		$10.3M Buy
+91,221
New +$10.1M 2.85% 4
2014
Q1 		$9.45M Buy
+85,262
New +$9.17M 2.59% 6

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Whitegate Investment Counselors's AGG Position: Q4 2025 in Review

Whitegate Investment Counselors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 5,848 shares — an estimated $586K sold.

Whitegate Investment Counselors first reported a position in AGG in Q1 2014 and held it in 39 quarters. The position peaked at $18.6M in Q4 2020. 2,095 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Whitegate Investment Counselors reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Whitegate Investment Counselors sold 5,848 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $586K.
  • Whitegate Investment Counselors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2014 and held it in 39 quarters.
  • Whitegate Investment Counselors's iShares Core US Aggregate Bond ETF position peaked at $18.6M in Q4 2020.
  • 2,095 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Whitegate Investment Counselors's 13F filing for Q4 2025, filed 10 Feb 2026.