Smith Anglin Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
Other funds holding AGG
Smith Anglin Financial's AGG Position: Q2 2025 in Review
Smith Anglin Financial reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 8.3% in Q2 2025, selling an estimated $195K and leaving 21,963 shares worth $2.18M. The position accounts for 0.2% of the portfolio, ranked #47.
Smith Anglin Financial first reported a position in AGG in Q4 2020 and has held it in 19 quarters since. The position peaked at $5.21M in Q3 2023. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.
- Smith Anglin Financial held 21,963 shares of iShares Core US Aggregate Bond ETF worth $2.18M as of Q2 2025.
- Smith Anglin Financial sold 1,989 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $195K.
- iShares Core US Aggregate Bond ETF made up 0.2% of Smith Anglin Financial's portfolio in Q2 2025, its #47 holding.
- Smith Anglin Financial first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 19 quarters since.
- Smith Anglin Financial's iShares Core US Aggregate Bond ETF position peaked at $5.21M in Q3 2023.
- 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.
Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.