PCMF
AGG icon

Private Capital Management (Florida)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Private Capital Management (Florida)’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
Q2 		– Sell
-2,077
Closed -$205K – 165
2025
Q1 		$205K Sell
2,077
-11,166
-84% -$1.09M 0.02% 142
2024
Q4 		$1.28M Buy
13,243
+140
+1% +$13.8K 0.13% 61
2024
Q3 		$1.33M Buy
13,103
+141
+1% +$14.1K 0.14% 58
2024
Q2 		$1.26M Sell
12,962
-104
-0.8% -$10K 0.15% 55
2024
Q1 		$1.28M Buy
13,066
+699
+6% +$68.4K 0.14% 52
2023
Q4 		$1.23M Buy
12,367
+333
+3% +$31.7K 0.14% 61
2023
Q3 		$1.13M Buy
12,034
+1,947
+19% +$188K 0.13% 60
2023
Q2 		$988K Buy
10,087
+219
+2% +$21.6K 0.12% 61
2023
Q1 		$983K Sell
9,868
-80
-0.8% -$7.91K 0.11% 60
2022
Q4 		$965K Buy
9,948
+94
+1% +$9.09K 0.13% 45
2022
Q3 		$949K Buy
9,854
+147
+2% +$14.9K 0.14% 60
2022
Q2 		$987K Buy
9,707
+373
+4% +$38.3K 0.15% 56
2022
Q1 		$1M Buy
+9,334
New +$1.03M 0.15% 47

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Private Capital Management (Florida)'s AGG Position: Q2 2025 in Review

Private Capital Management (Florida) sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 2,077 shares — an estimated $205K sold.

Private Capital Management (Florida) first reported a position in AGG in Q1 2022 and held it in 13 quarters. The position peaked at $1.33M in Q3 2024. 1,904 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Private Capital Management (Florida) reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Private Capital Management (Florida) sold 2,077 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $205K.
  • Private Capital Management (Florida) first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and held it in 13 quarters.
  • Private Capital Management (Florida)'s iShares Core US Aggregate Bond ETF position peaked at $1.33M in Q3 2024.
  • 1,904 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Private Capital Management (Florida)'s 13F filing for Q2 2025, filed 14 Aug 2025.