TIM
AGG icon

Tortoise Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Tortoise Investment Management’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
Q4 		– Sell
-33
Closed -$3.29K – 270
2025
Q3 		$3.29K Buy
33
+4
+14% +$397 ﹤0.01% 778
2025
Q2 		$2.84K Buy
29
+7
+32% +$686 ﹤0.01% 729
2025
Q1 		$2.15K Buy
22
+7
+47% +$684 ﹤0.01% 704
2024
Q4 		$1.44K Buy
15
+3
+25% +$295 ﹤0.01% 783
2024
Q3 		$1.22K Buy
12
+2
+20% +$200 ﹤0.01% 804
2024
Q2 		$977 Sell
10
-303
-97% -$29.2K ﹤0.01% 823
2024
Q1 		$30.6K Buy
313
+3
+1% +$294 ﹤0.01% 452
2023
Q4 		$30.8K Sell
310
-79
-20% -$7.52K ﹤0.01% 433
2023
Q3 		$36.5K Buy
389
+70
+22% +$6.74K 0.01% 378
2023
Q2 		$31.2K Buy
319
+2
+0.6% +$198 ﹤0.01% 408
2023
Q1 		$31.6K Hold
317
– – 0.01% 397
2022
Q4 		$30.7K Sell
317
-191
-38% -$18.5K 0.01% 393
2022
Q3 		$49K Sell
508
-51
-9% -$5.16K 0.01% 315
2022
Q2 		$57K Buy
559
+305
+120% +$31.3K 0.01% 282
2022
Q1 		$27K Buy
254
+2
+0.8% +$220 0.01% 379
2021
Q4 		$29K Buy
252
+12
+5% +$1.37K 0.01% 351
2021
Q3 		$28K Buy
240
+1
+0.4% +$116 0.01% 339
2021
Q2 		$28K Buy
239
+3
+1% +$344 0.01% 335
2021
Q1 		$27K Buy
236
+44
+23% +$5.09K 0.01% 318
2020
Q4 		$23K Sell
192
-80
-29% -$9.42K 0.01% 314
2020
Q3 		$32K Buy
272
+3
+1% +$356 0.01% 264
2020
Q2 		$32K Sell
269
-1
-0.4% -$117 0.01% 254
2020
Q1 		$31K Sell
270
-58
-18% -$6.61K 0.01% 258
2019
Q4 		$37K Sell
328
-21
-6% -$2.37K 0.01% 263
2019
Q3 		$40K Sell
349
-254
-42% -$28.6K 0.01% 255
2019
Q2 		$67K Sell
603
-109
-15% -$11.9K 0.02% 219
2019
Q1 		$78K Sell
712
-135
-16% -$14.5K 0.02% 202
2018
Q4 		$90K Sell
847
-1,470
-63% -$154K 0.02% 187
2018
Q3 		$244K Sell
2,317
-95
-4% -$10.1K 0.06% 126
2018
Q2 		$256K Sell
2,412
-1,073
-31% -$114K 0.07% 126
2018
Q1 		$374K Sell
3,485
-471
-12% -$50.6K 0.1% 105
2017
Q4 		$433K Sell
3,956
-498
-11% -$54.4K 0.12% 95
2017
Q3 		$488K Buy
4,454
+970
+28% +$106K 0.15% 87
2017
Q2 		$382K Buy
3,484
+1,610
+86% +$176K 0.12% 89
2017
Q1 		$203K Buy
1,874
+1,119
+148% +$121K 0.07% 110
2016
Q4 		$82K Sell
755
-20
-3% -$2.19K 0.03% 161
2016
Q3 		$87K Hold
775
– – 0.03% 151
2016
Q2 		$87K Sell
775
-321
-29% -$35.6K 0.03% 155
2016
Q1 		$121K Buy
1,096
+321
+41% +$35.1K 0.04% 122
2015
Q4 		$84K Buy
775
+750
+3,000% +$81.6K 0.03% 165
2015
Q3 		$3K Sell
25
-55
-69% -$6K ﹤0.01% 355
2015
Q2 		$9K Sell
80
-350
-81% -$38.5K ﹤0.01% 315
2015
Q1 		$48K Sell
430
-435
-50% -$48.3K 0.02% 210
2014
Q4 		$95K Sell
865
-1,888
-69% -$208K 0.04% 161
2014
Q3 		$300K Buy
2,753
+200
+8% +$21.8K 0.13% 83
2014
Q2 		$279K Buy
2,553
+1,833
+255% +$199K 0.12% 85
2014
Q1 		$78K Buy
720
+665
+1,209% +$71.6K 0.04% 160
2013
Q4 		$6K Hold
55
– – ﹤0.01% 272
2013
Q3 		$6K Hold
55
– – ﹤0.01% 261
2013
Q2 		$6K Buy
+55
New +$6.04K ﹤0.01% 268

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Tortoise Investment Management's AGG Position: Q4 2025 in Review

Tortoise Investment Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 33 shares — an estimated $3.29K sold.

Tortoise Investment Management first reported a position in AGG in Q2 2013 and held it in 50 quarters. The position peaked at $488K in Q3 2017. 2,105 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Tortoise Investment Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 33 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $3.29K.
  • Tortoise Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and held it in 50 quarters.
  • Tortoise Investment Management's iShares Core US Aggregate Bond ETF position peaked at $488K in Q3 2017.
  • 2,105 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.