DFG
AGG icon

Delta Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Delta Financial 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
2025
Q1 		$339K Buy
3,446
+13
+0.4% +$1.27K 0.08% 183
2024
Q4 		$333K Buy
+3,433
New +$338K 0.08% 179

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

Delta Financial Group's AGG Position: Q1 2025 in Review

Delta Financial Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.38% in Q1 2025, buying an estimated $1.27K and bringing the position to 3,446 shares worth $339K. The position accounts for 0.08% of the portfolio, ranked #183.

Delta Financial Group first reported a position in AGG in Q4 2024 and has held it in 2 quarters since. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Delta Financial Group held 3,446 shares of iShares Core US Aggregate Bond ETF worth $339K as of Q1 2025.
  • Delta Financial Group bought 13 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $1.27K.
  • iShares Core US Aggregate Bond ETF made up 0.08% of Delta Financial Group's portfolio in Q1 2025, its #183 holding.
  • Delta Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.