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Moneda SA Administradora General de Fondos’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Moneda SA Administradora General de Fondos’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
2026
Q1 		$4.22M Sell
42,523
-12,227
-22% -$1.22M 3.44% 9
2025
Q4 		$5.47M Buy
54,750
+998
+2% +$100K 4.91% 5
2025
Q3 		$5.4M Sell
53,752
-13,960
-21% -$1.39M 5.97% 4
2025
Q2 		$6.72M Sell
67,712
-8,099
-11% -$794K 7.28% 2
2025
Q1 		$7.5M Buy
75,811
+709
+0.9% +$69.3K 8.05% 3
2024
Q4 		$7.28M Buy
75,102
+5,865
+8% +$578K 7.57% 4
2024
Q3 		$7.01M Buy
69,237
+39,546
+133% +$3.95M 5.79% 4
2024
Q2 		$2.88M Buy
29,691
+1,039
+4% +$100K 2.03% 11
2024
Q1 		$2.81M Sell
28,652
-12,407
-30% -$1.21M 1.58% 10
2023
Q4 		$4.08M Buy
41,059
+14,205
+53% +$1.35M 1.83% 11
2023
Q3 		$2.53M Buy
26,854
+10,402
+63% +$1M 1.59% 11
2023
Q2 		$1.61M Buy
16,452
+3,405
+26% +$337K 1.16% 13
2023
Q1 		$1.3M Sell
13,047
-7,790
-37% -$770K 1.47% 15
2022
Q4 		$2.02M Sell
20,837
-1,710
-8% -$165K 1.67% 12
2022
Q3 		$2.17M Hold
22,547
– – 1.75% 11
2022
Q2 		$2.29M Hold
22,547
– – 1.71% 14
2022
Q1 		$2.42M Buy
22,547
+191
+0.9% +$21K 1.15% 19
2021
Q4 		$2.55M Buy
22,356
+11,369
+103% +$1.3M 1.44% 16
2021
Q3 		$1.26M Sell
10,987
-16,651
-60% -$1.93M 0.71% 25
2021
Q2 		$3.19M Sell
27,638
-14,740
-35% -$1.69M 1.36% 13
2021
Q1 		$4.82M Sell
42,378
-10,527
-20% -$1.22M 2.67% 10
2020
Q4 		$6.25M Buy
52,905
+1,300
+3% +$153K 3.62% 6
2020
Q3 		$6.09M Buy
51,605
+24,068
+87% +$2.85M 5.02% 5
2020
Q2 		$3.25M Sell
27,537
-10,793
-28% -$1.26M 3% 6
2020
Q1 		$4.42M Buy
38,330
+20,863
+119% +$2.38M 9.27% 1
2019
Q4 		$1.96M Buy
+17,467
New +$1.97M 2.72% 13

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Moneda SA Administradora General de Fondos's AGG Position: Q1 2026 in Review

Moneda SA Administradora General de Fondos reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 22% in Q1 2026, selling an estimated $1.22M and leaving 42,523 shares worth $4.22M. The position accounts for 3.44% of the portfolio, ranked #9.

Moneda SA Administradora General de Fondos first reported a position in AGG in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.5M in Q1 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Moneda SA Administradora General de Fondos held 42,523 shares of iShares Core US Aggregate Bond ETF worth $4.22M as of Q1 2026.
  • Moneda SA Administradora General de Fondos sold 12,227 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.22M.
  • iShares Core US Aggregate Bond ETF made up 3.44% of Moneda SA Administradora General de Fondos's portfolio in Q1 2026, its #9 holding.
  • Moneda SA Administradora General de Fondos first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Moneda SA Administradora General de Fondos's iShares Core US Aggregate Bond ETF position peaked at $7.5M in Q1 2025.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Moneda SA Administradora General de Fondos's 13F filing for Q1 2026, filed 15 May 2026.