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

Eagle Bay 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
2025
Q1 		– Sell
-629
Closed -$61K – 134
2024
Q4 		$61K Hold
629
– – 0.04% 305
2024
Q3 		$63.7K Hold
629
– – 0.02% 396
2024
Q2 		$61.1K Hold
629
– – 0.04% 309
2024
Q1 		$61.6K Buy
629
+538
+591% +$52.7K 0.04% 279
2023
Q4 		$9.03K Sell
91
-80
-47% -$7.61K 0.01% 543
2023
Q3 		$16.1K Buy
171
+32
+23% +$3.08K 0.01% 546
2023
Q2 		$13.6K Sell
139
-337
-71% -$33.3K 0.01% 567
2023
Q1 		$47.4K Sell
476
-25,014
-98% -$2.47M 0.03% 393
2022
Q4 		$2.47M Buy
25,490
+25,410
+31,763% +$2.46M 1.39% 11
2022
Q3 		$8K Hold
80
– – ﹤0.01% 617
2022
Q2 		$8.13K Hold
80
– – ﹤0.01% 675
2022
Q1 		$9K Sell
80
-324
-80% -$35.7K 0.01% 260
2021
Q4 		$46K Hold
404
– – 0.03% 397
2021
Q3 		$46K Hold
404
– – 0.03% 429
2021
Q2 		$48K Buy
+404
New +$46.3K 0.04% 343

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

Eagle Bay Advisors's AGG Position: Q1 2025 in Review

Eagle Bay Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 629 shares — an estimated $61K sold.

Eagle Bay Advisors first reported a position in AGG in Q2 2021 and held it in 15 quarters. The position peaked at $2.47M in Q4 2022. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Eagle Bay Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 629 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $61K.
  • Eagle Bay Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and held it in 15 quarters.
  • Eagle Bay Advisors's iShares Core US Aggregate Bond ETF position peaked at $2.47M in Q4 2022.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.