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

Edge Capital 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
2024
Q4 		$8.41M Buy
86,791
+9,959
+13% +$981K 0.37% 60
2024
Q3 		$7.78M Buy
76,832
+9,927
+15% +$990K 0.34% 64
2024
Q2 		$6.49M Sell
66,905
-49,020
-42% -$4.73M 0.31% 70
2024
Q1 		$11.4M Hold
115,925
– – 0.56% 40
2023
Q4 		$11.5M Sell
115,925
-7,000
-6% -$666K 0.64% 35
2023
Q3 		$11.6M Sell
122,925
-33,340
-21% -$3.21M 0.75% 32
2023
Q2 		$15.3M Buy
156,265
+11,350
+8% +$1.12M 0.88% 26
2023
Q1 		$14.4M Buy
144,915
+8,801
+6% +$870K 0.89% 28
2022
Q4 		$13.2M Buy
136,114
+38,340
+39% +$3.71M 0.92% 22
2022
Q3 		$9.42M Buy
97,774
+8,320
+9% +$841K 0.77% 29
2022
Q2 		$9.1M Sell
89,454
-14,900
-14% -$1.53M 0.79% 31
2022
Q1 		$11.2M Sell
104,354
-102,914
-50% -$11.3M 0.77% 30
2021
Q4 		$23.6M Buy
207,268
+1,767
+0.9% +$202K 1.68% 9
2021
Q3 		$23.6M Sell
205,501
-5,200
-2% -$603K 1.88% 9
2021
Q2 		$24.3M Buy
210,701
+39,858
+23% +$4.57M 1.94% 8
2021
Q1 		$19.4M Buy
170,843
+390
+0.2% +$45.2K 1.63% 10
2020
Q4 		$20.1M Buy
170,453
+17,462
+11% +$2.06M 1.7% 11
2020
Q3 		$18.1M Buy
152,991
+24,850
+19% +$2.95M 1.8% 9
2020
Q2 		$15.1M Buy
128,141
+5,070
+4% +$594K 1.58% 10
2020
Q1 		$14.2M Sell
123,071
-41,705
-25% -$4.75M 1.69% 12
2019
Q4 		$18.5M Buy
164,776
+7,620
+5% +$859K 1.8% 11
2019
Q3 		$17.8M Buy
157,156
+16,874
+12% +$1.9M 1.8% 10
2019
Q2 		$15.6M Buy
140,282
+24,257
+21% +$2.65M 1.5% 10
2019
Q1 		$12.7M Sell
116,025
-11,965
-9% -$1.28M 1.25% 14
2018
Q4 		$13.6M Buy
+127,990
New +$13.4M 1.48% 12

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Edge Capital Group's AGG Position: Q4 2024 in Review

Edge Capital Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 13% in Q4 2024, buying an estimated $981K and bringing the position to 86,791 shares worth $8.41M. The position accounts for 0.37% of the portfolio, ranked #60.

Edge Capital Group first reported a position in AGG in Q4 2018 and has held it in 25 quarters since. The position peaked at $24.3M in Q2 2021. 1,934 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • Edge Capital Group held 86,791 shares of iShares Core US Aggregate Bond ETF worth $8.41M as of Q4 2024.
  • Edge Capital Group bought 9,959 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $981K.
  • iShares Core US Aggregate Bond ETF made up 0.37% of Edge Capital Group's portfolio in Q4 2024, its #60 holding.
  • Edge Capital Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's iShares Core US Aggregate Bond ETF position peaked at $24.3M in Q2 2021.
  • 1,934 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.