EFG Asset Management (Americas)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.72M | Sell |
27,154
-5,910
| -18% | -$586K | 0.47% | 70 |
|
|
2025
Q2 | $3.28M | Buy |
+33,064
| New | +$3.24M | 0.6% | 52 |
|
|
2023
Q3 | – | Sell |
-3,957
| Closed | -$388K | – | 138 |
|
|
2023
Q2 | $388K | Hold |
3,957
| – | – | 0.09% | 118 |
|
|
2023
Q1 | $394K | Hold |
3,957
| – | – | 0.09% | 112 |
|
|
2022
Q4 | $384K | Hold |
3,957
| – | – | 0.1% | 106 |
|
|
2022
Q3 | $381K | Sell |
3,957
-1,004
| -20% | -$102K | 0.1% | 109 |
|
|
2022
Q2 | $504K | Sell |
4,961
-2,099
| -30% | -$216K | 0.12% | 105 |
|
|
2022
Q1 | $756K | Sell |
7,060
-5,207
| -42% | -$573K | 0.14% | 101 |
|
|
2021
Q4 | $1.4M | Sell |
12,267
-589
| -5% | -$67.4K | 0.24% | 82 |
|
|
2021
Q3 | $1.48M | Sell |
12,856
-290
| -2% | -$33.6K | 0.26% | 79 |
|
|
2021
Q2 | $1.52M | Buy |
13,146
+106
| +0.8% | +$12.1K | 0.28% | 83 |
|
|
2021
Q1 | $1.48M | Hold |
13,040
| – | – | 0.3% | 81 |
|
|
2020
Q4 | $1.54M | Sell |
13,040
-544
| -4% | -$64.1K | 0.32% | 80 |
|
|
2020
Q3 | $1.6M | Buy |
13,584
+1,066
| +9% | +$126K | 0.36% | 77 |
|
|
2020
Q2 | $1.48M | Buy |
12,518
+237
| +2% | +$27.7K | 0.38% | 76 |
|
|
2020
Q1 | $1.42M | Sell |
12,281
-912
| -7% | -$104K | 0.45% | 74 |
|
|
2019
Q4 | $1.48M | Buy |
13,193
+3,971
| +43% | +$447K | 0.39% | 78 |
|
|
2019
Q3 | $1.04M | Sell |
9,222
-4,221
| -31% | -$475K | 0.31% | 77 |
|
|
2019
Q2 | $1.5M | Buy |
13,443
+1,163
| +9% | +$127K | 0.43% | 74 |
|
|
2019
Q1 | $1.34M | Buy |
12,280
+820
| +7% | +$87.9K | 0.41% | 75 |
|
|
2018
Q4 | $1.22M | Buy |
11,460
+797
| +7% | +$83.6K | 0.44% | 70 |
|
|
2018
Q3 | $1.13M | Hold |
10,663
| – | – | 0.32% | 74 |
|
|
2018
Q2 | $1.13M | Buy |
10,663
+5,022
| +89% | +$533K | 0.34% | 77 |
|
|
2018
Q1 | $517K | Sell |
5,641
-1,858
| -25% | -$199K | 0.21% | 90 |
|
|
2017
Q4 | $820K | Buy |
7,499
+858
| +13% | +$93.8K | 0.3% | 71 |
|
|
2017
Q3 | $728K | Sell |
6,641
-3,509
| -35% | -$385K | 0.28% | 70 |
|
|
2017
Q2 | $1.11M | Buy |
10,150
+1,000
| +11% | +$109K | 0.42% | 61 |
|
|
2017
Q1 | $993K | Buy |
9,150
+2,020
| +28% | +$219K | 0.38% | 69 |
|
|
2016
Q4 | $770K | Hold |
7,130
| – | – | 0.34% | 74 |
|
|
2016
Q3 | $802K | Hold |
7,130
| – | – | 0.34% | 61 |
|
|
2016
Q2 | $803K | Hold |
7,130
| – | – | 0.38% | 56 |
|
|
2016
Q1 | $790K | Hold |
7,130
| – | – | 0.4% | 51 |
|
|
2015
Q4 | $770K | Hold |
7,130
| – | – | 0.48% | 51 |
|
|
2015
Q3 | $781K | Hold |
7,130
| – | – | 0.49% | 51 |
|
|
2015
Q2 | $786K | Buy |
+7,130
| New | +$784K | 0.48% | 37 |
|
|
2015
Q1 | – | Sell |
-7,130
| Closed | -$785K | – | 151 |
|
|
2014
Q4 | $785K | Buy |
+7,130
| New | +$785K | 0.48% | 24 |
|
Other funds holding AGG
EFG Asset Management (Americas)'s AGG Position: Q3 2025 in Review
EFG Asset Management (Americas) reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 18% in Q3 2025, selling an estimated $586K and leaving 27,154 shares worth $2.72M. The position accounts for 0.47% of the portfolio, ranked #70.
EFG Asset Management (Americas) first reported a position in AGG in Q4 2014 and has held it in 36 quarters since. The position peaked at $3.28M in Q2 2025. 1,924 funds tracked by Wall St. Rank hold AGG as of Q3 2025.
- EFG Asset Management (Americas) held 27,154 shares of iShares Core US Aggregate Bond ETF worth $2.72M as of Q3 2025.
- EFG Asset Management (Americas) sold 5,910 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $586K.
- iShares Core US Aggregate Bond ETF made up 0.47% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #70 holding.
- EFG Asset Management (Americas) first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 36 quarters since.
- EFG Asset Management (Americas)'s iShares Core US Aggregate Bond ETF position peaked at $3.28M in Q2 2025.
- 1,924 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.
Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.