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Stonegate Investment Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Stonegate Investment Group’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
Q3 		$6.48M Buy
64,676
+5,812
+10% +$577K 0.15% 69
2025
Q2 		$5.84M Sell
58,864
-1,506
-2% -$148K 0.15% 68
2025
Q1 		$5.97M Buy
60,370
+3,620
+6% +$354K 0.16% 63
2024
Q4 		$5.5M Buy
56,750
+4,850
+9% +$478K 0.15% 65
2024
Q3 		$5.26M Sell
51,900
-700
-1% -$69.8K 0.14% 71
2024
Q2 		$5.11M Buy
52,600
+2,600
+5% +$251K 0.15% 69
2024
Q1 		$4.9M Buy
50,000
+3,000
+6% +$294K 0.15% 71
2023
Q4 		$4.66M Buy
47,000
+1,950
+4% +$186K 0.15% 65
2023
Q3 		$4.24M Buy
45,050
+850
+2% +$81.9K 0.15% 66
2023
Q2 		$4.33M Buy
44,200
+2,814
+7% +$278K 0.15% 71
2023
Q1 		$4.12M Buy
41,386
+1,286
+3% +$127K 0.15% 69
2022
Q4 		$3.89M Buy
40,100
+7,250
+22% +$701K 0.17% 70
2022
Q3 		$3.17M Buy
32,850
+1,050
+3% +$106K 0.15% 87
2022
Q2 		$3.23M Buy
31,800
+29,200
+1,123% +$3M 0.14% 86
2022
Q1 		$278K Buy
+2,600
New +$286K 0.01% 212

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

Stonegate Investment Group's AGG Position: Q3 2025 in Review

Stonegate Investment Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 9.9% in Q3 2025, buying an estimated $577K and bringing the position to 64,676 shares worth $6.48M. The position accounts for 0.15% of the portfolio, ranked #69.

Stonegate Investment Group first reported a position in AGG in Q1 2022 and has held it in 15 quarters since. 1,924 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Stonegate Investment Group held 64,676 shares of iShares Core US Aggregate Bond ETF worth $6.48M as of Q3 2025.
  • Stonegate Investment Group bought 5,812 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $577K.
  • iShares Core US Aggregate Bond ETF made up 0.15% of Stonegate Investment Group's portfolio in Q3 2025, its #69 holding.
  • Stonegate Investment Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 15 quarters since.
  • 1,924 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.