AIA
AGG icon

Angeles Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Angeles Investment Advisors’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
-259
Closed -$26K – 28
2025
Q3 		$26K Hold
259
– – ﹤0.01% 28
2025
Q2 		$25.7K Buy
+259
New +$25.4K ﹤0.01% 29
2025
Q1 		– Sell
-554
Closed -$53.7K – 38
2024
Q4 		$53.7K Sell
554
-8,891
-94% -$876K ﹤0.01% 186
2024
Q3 		$956K Buy
9,445
+591
+7% +$59K 0.05% 48
2024
Q2 		$859K Hold
8,854
– – 0.04% 52
2024
Q1 		$867K Buy
8,854
+1,460
+20% +$143K 0.05% 52
2023
Q4 		$734K Hold
7,394
– – 0.04% 54
2023
Q3 		$695K Sell
7,394
-250
-3% -$24.1K 0.05% 44
2023
Q2 		$749K Hold
7,644
– – 0.06% 39
2023
Q1 		$762K Sell
7,644
-1,050
-12% -$104K 0.06% 35
2022
Q4 		$843K Sell
8,694
-1,000
-10% -$96.7K 0.07% 27
2022
Q3 		$934K Hold
9,694
– – 0.1% 23
2022
Q2 		$986K Hold
9,694
– – 0.09% 24
2022
Q1 		$1.04M Sell
9,694
-9,140
-49% -$1.01M 0.07% 27
2021
Q4 		$2.15M Sell
18,834
-5,500
-23% -$629K 0.11% 44
2021
Q3 		$2.79M Buy
24,334
+18,834
+342% +$2.18M 0.16% 42
2021
Q2 		$634K Hold
5,500
– – 0.04% 85
2021
Q1 		$626K Sell
5,500
-8,700
-61% -$1.01M 0.05% 72
2020
Q4 		$1.68M Buy
14,200
+6,825
+93% +$804K 0.17% 26
2020
Q3 		$871K Buy
7,375
+475
+7% +$56.3K 0.11% 35
2020
Q2 		$816K Hold
6,900
– – 0.12% 37
2020
Q1 		$796K Sell
6,900
-10,190
-60% -$1.16M 0.21% 32
2019
Q4 		$1.92M Buy
17,090
+9,100
+114% +$1.03M 0.39% 15
2019
Q3 		$904K Hold
7,990
– – 0.2% 29
2019
Q2 		$890K Hold
7,990
– – 0.22% 25
2019
Q1 		$871K Sell
7,990
-194,570
-96% -$20.9M 0.83% 20
2018
Q4 		$21.6M Buy
+202,560
New +$21.2M 18.69% 2

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Angeles Investment Advisors's AGG Position: Q4 2025 in Review

Angeles Investment Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 259 shares — an estimated $26K sold.

Angeles Investment Advisors first reported a position in AGG in Q4 2018 and held it in 27 quarters. The position peaked at $21.6M in Q4 2018. 2,105 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Angeles Investment Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 259 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $26K.
  • Angeles Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and held it in 27 quarters.
  • Angeles Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $21.6M in Q4 2018.
  • 2,105 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Angeles Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.