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

Chicago Capital’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
Q1 		– Sell
-16,036
Closed -$1.55M – 340
2024
Q4 		$1.55M Sell
16,036
-16,250
-50% -$1.6M 0.04% 135
2024
Q3 		$3.27M Buy
32,286
+214
+0.7% +$21.4K 0.09% 101
2024
Q2 		$3.11M Buy
+32,072
New +$3.1M 0.09% 100

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Chicago Capital's AGG Position: Q1 2025 in Review

Chicago Capital sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 16,036 shares — an estimated $1.55M sold.

Chicago Capital first reported a position in AGG in Q2 2024 and held it in 3 quarters. The position peaked at $3.27M in Q3 2024. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Chicago Capital reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Chicago Capital sold 16,036 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $1.55M.
  • Chicago Capital first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and held it in 3 quarters.
  • Chicago Capital's iShares Core US Aggregate Bond ETF position peaked at $3.27M in Q3 2024.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Chicago Capital's 13F filing for Q1 2025, filed 17 Apr 2025.