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MetLife Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

MetLife Investment 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
2023
Q4 		– Sell
-433,900
Closed -$40.8M – 2826
2023
Q3 		$40.8M Sell
433,900
-4,100
-0.9% -$395K 0.32% 45
2023
Q2 		$42.9M Sell
438,000
-19,400
-4% -$1.92M 0.31% 46
2023
Q1 		$45.6M Buy
457,400
+86,700
+23% +$8.57M 0.33% 43
2022
Q4 		$36M Sell
370,700
-24,800
-6% -$2.4M 0.27% 63
2022
Q3 		$38.1M Sell
395,500
-89,600
-18% -$9.06M 0.32% 47
2022
Q2 		$49.3M Sell
485,100
-48,800
-9% -$5.01M 0.38% 38
2022
Q1 		$55.2M Sell
533,900
-50,500
-9% -$5.56M 0.36% 43
2021
Q4 		$66.7M Sell
584,400
-24,800
-4% -$2.84M 0.55% 22
2021
Q3 		$70M Buy
609,200
+80,100
+15% +$9.28M 0.63% 19
2021
Q2 		$61M Buy
529,100
+186,300
+54% +$21.3M 0.53% 24
2021
Q1 		$39M Buy
342,800
+58,700
+21% +$6.8M 0.36% 46
2020
Q4 		$33.5M Sell
284,100
-40,300
-12% -$4.75M 0.32% 55
2020
Q3 		$38.4M Sell
324,400
-21,800
-6% -$2.59M 0.42% 40
2020
Q2 		$40.8M Buy
346,200
+25,400
+8% +$2.97M 0.46% 38
2020
Q1 		$37M Sell
320,800
-459,300
-59% -$52.3M 0.5% 34
2019
Q4 		$87.7M Buy
780,100
+25,100
+3% +$2.83M 0.91% 10
2019
Q3 		$85.4M Sell
755,000
-32,600
-4% -$3.66M 0.94% 11
2019
Q2 		$87.7M Sell
787,600
-30,584
-4% -$3.34M 0.94% 12
2019
Q1 		$88.8M Sell
818,184
-50
-0% -$5.36K 0.97% 11
2018
Q4 		$86.7M Sell
818,234
-114,725
-12% -$12M 1.05% 11
2018
Q3 		$98.5M Buy
932,959
+928,540
+21,012% +$98.5M 1.01% 11
2018
Q2 		$470K Hold
4,419
– – 0.01% 1438
2018
Q1 		$473K Sell
4,419
-2,850
-39% -$306K 0.01% 1402
2017
Q4 		$795K Buy
+7,269
New +$795K 0.01% 1137

Other funds holding AGG

Jones Financial Companies
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
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MetLife Investment Management's AGG Position: Q4 2023 in Review

MetLife Investment Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2023, closing a stake of 433,900 shares — an estimated $40.8M sold.

MetLife Investment Management first reported a position in AGG in Q4 2017 and held it in 24 quarters. The position peaked at $98.5M in Q3 2018. 1,763 funds tracked by Wall St. Rank hold AGG as of Q4 2023.

  • MetLife Investment Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • MetLife Investment Management sold 433,900 iShares Core US Aggregate Bond ETF shares in Q4 2023, an estimated $40.8M.
  • MetLife Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and held it in 24 quarters.
  • MetLife Investment Management's iShares Core US Aggregate Bond ETF position peaked at $98.5M in Q3 2018.
  • 1,763 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2023.

Based on MetLife Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.