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 		$635K Sell
6,400
-1,200
-16% -$120K ﹤0.01% 8708
2025
Q4 		$759K Buy
7,600
+5,200
+217% +$522K ﹤0.01% 8026
2025
Q3 		$241K Buy
+2,400
New +$238K ﹤0.01% 10849
2025
Q2 		– Sell
-2,200
Closed -$218K – 12354
2025
Q1 		$218K Sell
2,200
-3,300
-60% -$323K ﹤0.01% 10293
2024
Q4 		$533K Buy
5,500
+3,600
+189% +$355K ﹤0.01% 8407
2024
Q3 		$192K Sell
1,900
-1,200
-39% -$120K ﹤0.01% 10211
2024
Q2 		$301K Buy
3,100
+2,800
+933% +$270K ﹤0.01% 9131
2024
Q1 		$29.4K Sell
300
-400
-57% -$39.1K ﹤0.01% 12712
2023
Q4 		$69.5K Sell
700
-7,100
-91% -$676K ﹤0.01% 11394
2023
Q3 		$734K Buy
7,800
+6,000
+333% +$578K ﹤0.01% 7241
2023
Q2 		$176K Sell
1,800
-7,100
-80% -$702K ﹤0.01% 10081
2023
Q1 		$887K Buy
8,900
+5,600
+170% +$553K ﹤0.01% 7050
2022
Q4 		$320K Sell
3,300
-300
-8% -$29K ﹤0.01% 9173
2022
Q3 		$347K Sell
3,600
-5,700
-61% -$576K ﹤0.01% 9254
2022
Q2 		$946K Sell
9,300
-2,000
-18% -$206K ﹤0.01% 7147
2022
Q1 		$1.21M Buy
11,300
+7,800
+223% +$858K ﹤0.01% 7269
2021
Q4 		$399K Sell
3,500
-4,900
-58% -$561K ﹤0.01% 10227
2021
Q3 		$965K Sell
8,400
-12,300
-59% -$1.43M ﹤0.01% 8250
2021
Q2 		$2.39M Sell
20,700
-6,700
-24% -$768K ﹤0.01% 6163
2021
Q1 		$3.12M Sell
27,400
-20,000
-42% -$2.32M ﹤0.01% 5351
2020
Q4 		$5.6M Buy
47,400
+25,400
+115% +$2.99M ﹤0.01% 3501
2020
Q3 		$2.6M Buy
+22,000
New +$2.61M ﹤0.01% 4242

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.