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BayBridge Capital Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

BayBridge Capital Group’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
2026
Q1 		$26.1M Hold
260,844
– – 16.14% 1
2025
Q4 		$26.1M Buy
260,844
+9,575
+4% +$961K 16.14% 1
2025
Q3 		$25.2M Buy
251,269
+4,997
+2% +$496K 16.06% 1
2025
Q2 		$24.4M Buy
246,272
+2,546
+1% +$249K 15.68% 1
2025
Q1 		$24.1M Buy
243,726
+17,399
+8% +$1.7M 17.34% 1
2024
Q4 		$21.9M Sell
226,327
-4,702
-2% -$463K 15.92% 1
2024
Q3 		$23.4M Buy
231,029
+15,897
+7% +$1.59M 16.85% 1
2024
Q2 		$20.9M Buy
215,132
+8,197
+4% +$791K 16.33% 1
2024
Q1 		$19.7M Buy
206,935
+11,416
+6% +$1.12M 17.21% 1
2023
Q4 		$19.4M Buy
+195,519
New +$18.6M 17.98% 1

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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