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Eldridge Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Eldridge Investment 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
Q3 		– Sell
-67,472
Closed -$6.67M – 158
2025
Q2 		$6.67M Sell
67,472
-6,722
-9% -$659K 1.39% 25
2025
Q1 		$7.34M Buy
74,194
+467
+0.6% +$45.7K 1.69% 17
2024
Q4 		$7.14M Buy
73,727
+6,550
+10% +$645K 1.66% 16
2024
Q3 		$6.8M Buy
67,177
+611
+0.9% +$61K 1.6% 17
2024
Q2 		$6.46M Buy
66,566
+603
+0.9% +$58.2K 1.63% 15
2024
Q1 		$6.46M Buy
65,963
+23,837
+57% +$2.33M 1.66% 15
2023
Q4 		$4.18M Buy
+42,126
New +$4.01M 1.1% 26
2023
Q2 		– Sell
-6,015
Closed -$599K – 142
2023
Q1 		$599K Buy
+6,015
New +$594K 0.21% 75
2022
Q4 		– Sell
-29,501
Closed -$2.84M – 136
2022
Q3 		$2.84M Sell
29,501
-28,747
-49% -$2.91M 1.1% 23
2022
Q2 		$5.92M Sell
58,248
-21,389
-27% -$2.2M 2.23% 13
2022
Q1 		$8.53M Buy
79,637
+4,703
+6% +$518K 2.88% 8
2021
Q4 		$8.55M Sell
74,934
-13,953
-16% -$1.6M 2.82% 9
2021
Q3 		$10.2M Buy
88,887
+18,792
+27% +$2.18M 3.64% 6
2021
Q2 		$8.07M Buy
70,095
+439
+0.6% +$50.3K 2.92% 9
2021
Q1 		$7.93M Sell
69,656
-3,004
-4% -$348K 3.06% 8
2020
Q4 		$8.59M Buy
72,660
+458
+0.6% +$54K 3.59% 7
2020
Q3 		$8.51M Sell
72,202
-3,430
-5% -$407K 4% 5
2020
Q2 		$8.92M Buy
75,632
+10,672
+16% +$1.25M 4.44% 5
2020
Q1 		$7.48M Sell
64,960
-16,827
-21% -$1.92M 4.25% 6
2019
Q4 		$9.19M Sell
81,787
-10,858
-12% -$1.22M 4.5% 5
2019
Q3 		$10.5M Buy
92,645
+35,795
+63% +$4.02M 5.4% 5
2019
Q2 		$6.32M Buy
56,850
+4,118
+8% +$450K 3.37% 9
2019
Q1 		$5.75M Buy
52,732
+23,066
+78% +$2.47M 3.1% 8
2018
Q4 		$3.16M Buy
29,666
+303
+1% +$31.8K 1.95% 14
2018
Q3 		$3.09M Buy
29,363
+11,970
+69% +$1.27M 1.98% 11
2018
Q2 		$1.84M Buy
17,393
+429
+3% +$45.5K 1.31% 17
2018
Q1 		$1.82M Sell
16,964
-170
-1% -$18.3K 1.36% 16
2017
Q4 		$1.87M Buy
+17,134
New +$1.87M 1.44% 16

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Eldridge Investment Advisors's AGG Position: Q3 2025 in Review

Eldridge Investment Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 67,472 shares — an estimated $6.67M sold.

Eldridge Investment Advisors first reported a position in AGG in Q4 2017 and held it in 28 quarters. The position peaked at $10.5M in Q3 2019. 1,925 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Eldridge Investment Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Eldridge Investment Advisors sold 67,472 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $6.67M.
  • Eldridge Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and held it in 28 quarters.
  • Eldridge Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $10.5M in Q3 2019.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Eldridge Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.