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New Millennium Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

New Millennium Group’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
Q4 		$306K Buy
3,065
+1,906
+164% +$191K 0.13% 53
2025
Q3 		$116K Sell
1,159
-46
-4% -$4.56K 0.05% 72
2025
Q2 		$120K Sell
1,205
-5
-0.4% -$490 0.07% 65
2025
Q1 		$120K Buy
1,210
+674
+126% +$65.9K 0.08% 59
2024
Q4 		$51.9K Buy
+536
New +$52.8K 0.03% 93
2023
Q3 		– Sell
-112
Closed -$11K – 401
2023
Q2 		$11K Hold
112
– – 0.01% 168
2023
Q1 		$11.2K Sell
112
-211
-65% -$20.9K 0.01% 186
2022
Q4 		$31.3K Buy
323
+211
+188% +$20.4K 0.03% 124
2022
Q3 		$11K Hold
112
– – 0.01% 182
2022
Q2 		$11K Buy
+112
New +$11.5K 0.01% 184

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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

New Millennium Group's AGG Position: Q4 2025 in Review

New Millennium Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 164% in Q4 2025, buying an estimated $191K and bringing the position to 3,065 shares worth $306K. The position accounts for 0.13% of the portfolio, ranked #53.

New Millennium Group first reported a position in AGG in Q2 2022 and has held it in 10 quarters since. 2,094 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • New Millennium Group held 3,065 shares of iShares Core US Aggregate Bond ETF worth $306K as of Q4 2025.
  • New Millennium Group bought 1,906 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $191K.
  • iShares Core US Aggregate Bond ETF made up 0.13% of New Millennium Group's portfolio in Q4 2025, its #53 holding.
  • New Millennium Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and has held it in 10 quarters since.
  • 2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.