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Janney Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Janney Capital Management’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
-5,225
Closed -$506K – 231
2024
Q4 		$506K Buy
+5,225
New +$515K 0.03% 167
2023
Q1 		– Sell
-2,240
Closed -$217K – 233
2022
Q4 		$217K Buy
+2,240
New +$217K 0.02% 232
2022
Q3 		– Sell
-3,997
Closed -$406K – 211
2022
Q2 		$406K Buy
+3,997
New +$411K 0.03% 136
2022
Q1 		– Sell
-2,638
Closed -$301K – 201
2021
Q4 		$301K Buy
2,638
+796
+43% +$91.1K 0.02% 176
2021
Q3 		$212K Sell
1,842
-482
-21% -$55.9K 0.01% 196
2021
Q2 		$268K Buy
2,324
+276
+13% +$31.6K 0.02% 186
2021
Q1 		$233K Sell
2,048
-377
-16% -$43.7K 0.02% 191
2020
Q4 		$287K Sell
2,425
-2
-0.1% -$236 0.02% 174
2020
Q3 		$287K Sell
2,427
-364
-13% -$43.2K 0.02% 174
2020
Q2 		$330K Sell
2,791
-54
-2% -$6.32K 0.02% 159
2020
Q1 		$328K Sell
2,845
-1,717
-38% -$196K 0.03% 147
2019
Q4 		$513K Buy
4,562
+1,128
+33% +$127K 0.03% 145
2019
Q3 		$389K Sell
3,434
-24
-0.7% -$2.7K 0.02% 160
2019
Q2 		$385K Sell
3,458
-2,856
-45% -$312K 0.02% 149
2019
Q1 		$689K Sell
6,314
-3,182
-34% -$341K 0.04% 115
2018
Q4 		$1.01M Buy
9,496
+2,983
+46% +$313K 0.05% 110
2018
Q3 		$687K Sell
6,513
-257
-4% -$27.3K 0.03% 126
2018
Q2 		$720K Sell
6,770
-424
-6% -$45K 0.03% 120
2018
Q1 		$772K Buy
7,194
+373
+5% +$40K 0.03% 115
2017
Q4 		$745K Sell
6,821
-241
-3% -$26.3K 0.03% 119
2017
Q3 		$773K Buy
+7,062
New +$775K 0.03% 113
2016
Q1 		– Sell
-2,679
Closed -$289K – 150
2015
Q4 		$289K Buy
+2,679
New +$292K 0.01% 166

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

Janney Capital Management's AGG Position: Q1 2025 in Review

Janney Capital Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 5,225 shares — an estimated $506K sold.

Janney Capital Management first reported a position in AGG in Q4 2015 and held it in 22 quarters. The position peaked at $1.01M in Q4 2018. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Janney Capital Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Janney Capital Management sold 5,225 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $506K.
  • Janney Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and held it in 22 quarters.
  • Janney Capital Management's iShares Core US Aggregate Bond ETF position peaked at $1.01M in Q4 2018.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Janney Capital Management's 13F filing for Q1 2025, filed 21 Apr 2025.