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Pitcairn’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Pitcairn’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 		– Sell
-8,284
Closed -$830K – 17
2025
Q3 		$830K Sell
8,284
-6,070
-42% -$602K 0.07% 240
2025
Q2 		$1.42M Sell
14,354
-7,673
-35% -$752K 0.09% 205
2025
Q1 		$2.18M Hold
22,027
– – 0.13% 140
2024
Q4 		$2.13M Buy
22,027
+6,070
+38% +$598K 0.13% 148
2024
Q3 		$1.62M Hold
15,957
– – 0.1% 193
2024
Q2 		$1.55M Hold
15,957
– – 0.09% 198
2024
Q1 		$1.56M Sell
15,957
-62,814
-80% -$6.15M 0.1% 191
2023
Q4 		$7.82M Buy
78,771
+61,751
+363% +$5.88M 0.58% 31
2023
Q3 		$1.6M Sell
17,020
-17,864
-51% -$1.72M 0.13% 141
2023
Q2 		$3.42M Sell
34,884
-5,100
-13% -$504K 0.29% 53
2023
Q1 		$3.98M Sell
39,984
-76,151
-66% -$7.53M 0.37% 42
2022
Q4 		$11.3M Buy
116,135
+93,565
+415% +$9.05M 1.12% 11
2022
Q3 		$2.17M Sell
22,570
-10,486
-32% -$1.06M 0.24% 84
2022
Q2 		$3.36M Sell
33,056
-15,932
-33% -$1.64M 0.36% 44
2022
Q1 		$5.25M Buy
48,988
+9,872
+25% +$1.09M 0.46% 32
2021
Q4 		$4.46M Buy
+39,116
New +$4.47M 0.29% 48

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

Pitcairn's AGG Position: Q4 2025 in Review

Pitcairn sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 8,284 shares — an estimated $830K sold.

Pitcairn first reported a position in AGG in Q4 2021 and held it in 16 quarters. The position peaked at $11.3M in Q4 2022. 2,094 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Pitcairn reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Pitcairn sold 8,284 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $830K.
  • Pitcairn first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 16 quarters.
  • Pitcairn's iShares Core US Aggregate Bond ETF position peaked at $11.3M in Q4 2022.
  • 2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.