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

Madison 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
2024 Q4	$18.6M	Buy	+192,007	New	+$18.9M	0.21%	100

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Madison Investment Advisors's AGG Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q4 2024: 192,007 shares worth $18.6M. The stake represents 0.21% of the portfolio and ranks #100 among its holdings.

1,939 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

Madison Investment Advisors held 192,007 shares of iShares Core US Aggregate Bond ETF worth $18.6M as of Q4 2024.
iShares Core US Aggregate Bond ETF was a new Madison Investment Advisors position in Q4 2024.
iShares Core US Aggregate Bond ETF made up 0.21% of Madison Investment Advisors's portfolio in Q4 2024, its #100 holding.
1,939 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.