Simplex Trading
AGG icon

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

Simplex Trading’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
2024
Q4 		– Sell
-4,707
Closed -$476K – 8392
2024
Q3 		$476K Buy
+4,707
New +$470K ﹤0.01% 3644
2024
Q1 		– Sell
-5,116
Closed -$507K – 8737
2023
Q4 		$507K Buy
5,116
+2,341
+84% +$223K ﹤0.01% 3682
2023
Q3 		$260K Buy
+2,775
New +$267K ﹤0.01% 4083
2022
Q4 		– Sell
-100
Closed -$9K – 9081
2022
Q3 		$9K Buy
+100
New +$10.1K ﹤0.01% 8293
2017
Q3 		– Sell
-10,763
Closed -$1.18M – 5802
2017
Q2 		$1.18M Buy
10,763
+6,547
+155% +$716K 0.05% 309
2017
Q1 		$457K Buy
+4,216
New +$456K 0.02% 721
2015
Q4 		– Sell
-230
Closed -$25K – 5302
2015
Q3 		$25K Sell
230
-666
-74% -$72.6K ﹤0.01% 2574
2015
Q2 		$97K Buy
+896
New +$98.6K 0.01% 1219

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

Simplex Trading's AGG Position: Q4 2024 in Review

Simplex Trading sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2024, closing a stake of 4,707 shares — an estimated $476K sold.

Simplex Trading first reported a position in AGG in Q2 2015 and held it in 8 quarters. The position peaked at $1.18M in Q2 2017. 1,934 funds tracked by Wall St. Rank hold AGG as of Q4 2024.

  • Simplex Trading reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Simplex Trading sold 4,707 iShares Core US Aggregate Bond ETF shares in Q4 2024, an estimated $476K.
  • Simplex Trading first reported a position in iShares Core US Aggregate Bond ETF in Q2 2015 and held it in 8 quarters.
  • Simplex Trading's iShares Core US Aggregate Bond ETF position peaked at $1.18M in Q2 2017.
  • 1,934 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2024.

Based on Simplex Trading's 13F filing for Q4 2024, filed 11 Feb 2025.