LYNX CAPITAL GROUP LTD /ADV’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

LYNX CAPITAL GROUP LTD /ADV’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
2023 Q4	$1.41M	Buy	+14,207	New	+$1.35M	1.03%	44

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LYNX CAPITAL GROUP LTD /ADV's AGG Position: Q4 2023 in Review

LYNX CAPITAL GROUP LTD /ADV opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q4 2023: 14,207 shares worth $1.41M. The stake represents 1.03% of the portfolio and ranks #44 among its holdings.

1,765 funds tracked by Wall St. Rank hold AGG as of Q4 2023.

LYNX CAPITAL GROUP LTD /ADV held 14,207 shares of iShares Core US Aggregate Bond ETF worth $1.41M as of Q4 2023.
iShares Core US Aggregate Bond ETF was a new LYNX CAPITAL GROUP LTD /ADV position in Q4 2023.
iShares Core US Aggregate Bond ETF made up 1.03% of LYNX CAPITAL GROUP LTD /ADV's portfolio in Q4 2023, its #44 holding.
1,765 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2023.

Based on LYNX CAPITAL GROUP LTD /ADV's 13F filing for Q4 2023, filed 7 Aug 2026.