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SAF
Smith Anglin Financial’s
iShares Core US Aggregate Bond ETF
AGG
Stock Holding History
Smith Anglin Financial’s Portfolio
AGG Stock Details
AGG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$2.18M
Sell
21,963
-1,989
-8%
-$195K
0.2%
47
2025
Q1
$2.37M
Sell
23,952
-1,867
-7%
-$183K
0.25%
41
2024
Q4
$2.5M
Buy
25,819
+6,575
+34%
+$648K
0.23%
40
2024
Q3
$1.95M
Sell
19,244
-9,372
-33%
-$935K
0.19%
48
2024
Q2
$2.78M
Buy
28,616
+2,065
+8%
+$199K
0.28%
35
2024
Q1
$2.6M
Buy
26,551
+2,381
+10%
+$233K
0.27%
36
2023
Q4
$2.4M
Sell
24,170
-31,241
-56%
-$2.97M
0.28%
37
2023
Q3
$5.21M
Buy
55,411
+20,576
+59%
+$1.98M
0.63%
28
2023
Q2
$3.41M
Buy
34,835
+10,598
+44%
+$1.05M
0.41%
34
2023
Q1
$2.41M
Buy
24,237
+12,433
+105%
+$1.23M
0.36%
36
2022
Q4
$1.14M
Buy
11,804
+3,219
+37%
+$311K
0.22%
48
2022
Q3
$827K
Buy
8,585
+3,871
+82%
+$391K
0.17%
51
2022
Q2
$479K
Sell
4,714
-374
-7%
-$38.4K
0.14%
73
2022
Q1
$545K
Sell
5,088
-1,610
-24%
-$177K
0.13%
70
2021
Q4
$764K
Sell
6,698
-326
-5%
-$37.3K
0.13%
68
2021
Q3
$807K
Sell
7,024
-254
-3%
-$29.4K
0.16%
67
2021
Q2
$839K
Buy
7,278
+356
+5%
+$40.8K
0.16%
66
2021
Q1
$788K
Sell
6,922
-22,559
-77%
-$2.61M
0.17%
66
2020
Q4
$3.48M
Buy
+29,481
New
+$3.47M
0.62%
32
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$208B AUM
16.12%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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