RiverFront Investment Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-2,888
| Closed | -$290K | – | 348 |
|
|
2025
Q3 | $290K | Sell |
2,888
-953
| -25% | -$94.6K | 0.01% | 270 |
|
|
2025
Q2 | $381K | Sell |
3,841
-4,865
| -56% | -$477K | 0.01% | 232 |
|
|
2025
Q1 | $861K | Sell |
8,706
-55,378
| -86% | -$5.41M | 0.02% | 151 |
|
|
2024
Q4 | $6.21M | Buy |
64,084
+59,385
| +1,264% | +$5.85M | 0.14% | 71 |
|
|
2024
Q3 | $476K | Sell |
4,699
-614
| -12% | -$61.3K | 0.01% | 156 |
|
|
2024
Q2 | $516K | Sell |
5,313
-395
| -7% | -$38.1K | 0.01% | 113 |
|
|
2024
Q1 | $559K | Sell |
5,708
-3,206
| -36% | -$314K | 0.02% | 95 |
|
|
2023
Q4 | $885K | Sell |
8,914
-142,221
| -94% | -$13.5M | 0.03% | 87 |
|
|
2023
Q3 | $14.2M | Sell |
151,135
-25,191
| -14% | -$2.43M | 0.5% | 40 |
|
|
2023
Q2 | $17.3M | Sell |
176,326
-8,706
| -5% | -$861K | 0.56% | 41 |
|
|
2023
Q1 | $18.4M | Sell |
185,032
-78,761
| -30% | -$7.78M | 0.65% | 38 |
|
|
2022
Q4 | $20.2M | Buy |
263,793
+57,475
| +28% | +$5.56M | 4.58% | 6 |
|
|
2022
Q3 | $19.8M | Sell |
206,318
-8,915
| -4% | -$902K | 0.74% | 33 |
|
|
2022
Q2 | $21.9M | Buy |
215,233
+9,969
| +5% | +$1.02M | 0.82% | 33 |
|
|
2022
Q1 | $22M | Buy |
205,264
+115,394
| +128% | +$12.7M | 0.7% | 32 |
|
|
2021
Q4 | $10.3M | Buy |
+89,870
| New | +$10.3M | 0.32% | 46 |
|
|
2021
Q2 | – | Sell |
-4,387
| Closed | -$499K | – | 146 |
|
|
2021
Q1 | $499K | Sell |
4,387
-12,006
| -73% | -$1.39M | 0.01% | 67 |
|
|
2020
Q4 | $1.94M | Buy |
+16,393
| New | +$1.93M | 0.04% | 62 |
|
|
2020
Q2 | – | Sell |
-3,553
| Closed | -$410K | – | 60 |
|
|
2020
Q1 | $410K | Buy |
+3,553
| New | +$405K | 0.02% | 54 |
|
|
2019
Q1 | – | Sell |
-277,658
| Closed | -$29.6M | – | 63 |
|
|
2018
Q4 | $29.6M | Buy |
277,658
+274,294
| +8,154% | +$28.8M | 0.8% | 34 |
|
|
2018
Q3 | $355K | Buy |
+3,364
| New | +$357K | 0.01% | 58 |
|
|
2018
Q2 | – | Sell |
-3,162
| Closed | -$339K | – | 58 |
|
|
2018
Q1 | $339K | Buy |
+3,162
| New | +$339K | 0.01% | 57 |
|
|
2017
Q1 | – | Sell |
-18,922
| Closed | -$2.04M | – | 59 |
|
|
2016
Q4 | $2.04M | Buy |
+18,922
| New | +$2.07M | 0.06% | 53 |
|
|
2016
Q1 | – | Sell |
-78,741
| Closed | -$8.51M | – | 54 |
|
|
2015
Q4 | $8.51M | Buy |
78,741
+55,417
| +238% | +$6.03M | 0.25% | 45 |
|
|
2015
Q3 | $2.56M | Buy |
+23,324
| New | +$2.54M | 0.07% | 49 |
|
|
2015
Q1 | – | Sell |
-51,450
| Closed | -$5.67M | – | 76 |
|
|
2014
Q4 | $5.67M | Buy |
+51,450
| New | +$5.66M | 0.17% | 52 |
|
Other funds holding AGG
RiverFront Investment Group's AGG Position: Q4 2025 in Review
RiverFront Investment Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 2,888 shares — an estimated $290K sold.
RiverFront Investment Group first reported a position in AGG in Q4 2014 and held it in 26 quarters. The position peaked at $29.6M in Q4 2018. 2,105 funds tracked by Wall St. Rank hold AGG as of Q4 2025.
- RiverFront Investment Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
- RiverFront Investment Group sold 2,888 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $290K.
- RiverFront Investment Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and held it in 26 quarters.
- RiverFront Investment Group's iShares Core US Aggregate Bond ETF position peaked at $29.6M in Q4 2018.
- 2,105 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.
Based on RiverFront Investment Group's 13F filing for Q4 2025, filed 5 Feb 2026.