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

Citadel 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
2026
Q1 		$1.01M Sell
10,200
-9,500
-48% -$950K ﹤0.01% 7626
2025
Q4 		$1.97M Buy
19,700
+1,200
+6% +$120K ﹤0.01% 5949
2025
Q3 		$1.85M Buy
18,500
+1,300
+8% +$129K ﹤0.01% 6236
2025
Q2 		$1.71M Buy
17,200
+11,800
+219% +$1.16M ﹤0.01% 6020
2025
Q1 		$534K Buy
5,400
+2,400
+80% +$235K ﹤0.01% 8333
2024
Q4 		$291K Sell
3,000
-24,200
-89% -$2.38M ﹤0.01% 9721
2024
Q3 		$2.75M Buy
27,200
+16,200
+147% +$1.62M ﹤0.01% 4948
2024
Q2 		$1.07M Sell
11,000
-18,600
-63% -$1.8M ﹤0.01% 6449
2024
Q1 		$2.9M Sell
29,600
-24,600
-45% -$2.41M ﹤0.01% 4852
2023
Q4 		$5.38M Buy
54,200
+26,800
+98% +$2.55M ﹤0.01% 3673
2023
Q3 		$2.58M Sell
27,400
-44,200
-62% -$4.26M ﹤0.01% 4764
2023
Q2 		$7.01M Sell
71,600
-3,600
-5% -$356K ﹤0.01% 3152
2023
Q1 		$7.49M Buy
75,200
+20,400
+37% +$2.02M ﹤0.01% 3189
2022
Q4 		$5.32M Sell
54,800
-700
-1% -$67.7K ﹤0.01% 3756
2022
Q3 		$5.35M Buy
55,500
+7,500
+16% +$758K ﹤0.01% 3752
2022
Q2 		$4.88M Buy
48,000
+27,200
+131% +$2.8M ﹤0.01% 3837
2022
Q1 		$2.23M Sell
20,800
-6,600
-24% -$726K ﹤0.01% 5851
2021
Q4 		$3.13M Buy
27,400
+4,600
+20% +$526K ﹤0.01% 5256
2021
Q3 		$2.62M Sell
22,800
-20,200
-47% -$2.34M ﹤0.01% 5694
2021
Q2 		$4.96M Sell
43,000
-43,300
-50% -$4.96M ﹤0.01% 4450
2021
Q1 		$9.82M Buy
86,300
+10,900
+14% +$1.26M ﹤0.01% 2987
2020
Q4 		$8.91M Buy
75,400
+24,800
+49% +$2.92M ﹤0.01% 2805
2020
Q3 		$5.97M Buy
50,600
+46,500
+1,134% +$5.52M ﹤0.01% 2902
2020
Q2 		$485K Buy
+4,100
New +$480K ﹤0.01% 7131

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 $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Citadel Advisors's AGG Position: Q1 2026 in Review

Citadel Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 18% in Q1 2026, selling an estimated $11.3M and leaving 501,401 shares worth $49.8M. The position accounts for 0.01% of the portfolio, ranked #1365.

Citadel Advisors first reported a position in AGG in Q2 2016 and has held it in 21 quarters since. The position peaked at $206M in Q2 2021. 2,070 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Citadel Advisors held 501,401 shares of iShares Core US Aggregate Bond ETF worth $49.8M as of Q1 2026.
  • Citadel Advisors sold 112,708 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $11.3M.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Citadel Advisors's portfolio in Q1 2026, its #1365 holding.
  • Citadel Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2016 and has held it in 21 quarters since.
  • Citadel Advisors's iShares Core US Aggregate Bond ETF position peaked at $206M in Q2 2021.
  • 2,070 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.