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

EPIQ 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 		$2.56M Buy
26,414
+324
+1% +$31.9K 0.67% 20
2024
Q3 		$2.64M Buy
26,090
+2,002
+8% +$200K 0.76% 19
2024
Q2 		$2.34M Buy
24,088
+13,271
+123% +$1.28M 0.82% 17
2024
Q1 		$1.06M Buy
+10,817
New +$1.06M 0.42% 23

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

EPIQ Capital Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.2% in Q4 2024, buying an estimated $31.9K and bringing the position to 26,414 shares worth $2.56M. The position accounts for 0.67% of the portfolio, ranked #20.

EPIQ Capital Group first reported a position in AGG in Q1 2024 and has held it in 4 quarters since. The position peaked at $2.64M in Q3 2024. 1,939 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • EPIQ Capital Group held 26,414 shares of iShares Core US Aggregate Bond ETF worth $2.56M as of Q4 2024.
  • EPIQ Capital Group bought 324 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $31.9K.
  • iShares Core US Aggregate Bond ETF made up 0.67% of EPIQ Capital Group's portfolio in Q4 2024, its #20 holding.
  • EPIQ Capital Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • EPIQ Capital Group's iShares Core US Aggregate Bond ETF position peaked at $2.64M in Q3 2024.
  • 1,939 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.