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TownSquare Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

TownSquare Capital’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
-2,521
Closed -$253K – 249
2025
Q3 		$253K Buy
2,521
+369
+17% +$36.6K 0.04% 315
2025
Q2 		$213K Sell
2,152
-51,643
-96% -$5.06M 0.02% 567
2025
Q1 		$5.32M Buy
53,795
+14,890
+38% +$1.46M 0.06% 313
2024
Q4 		$3.77M Buy
38,905
+10,571
+37% +$1.04M 0.04% 383
2024
Q3 		$2.87M Buy
28,334
+9,136
+48% +$911K 0.03% 448
2024
Q2 		$1.86M Sell
19,198
-9,715
-34% -$938K 0.03% 520
2024
Q1 		$2.83M Buy
28,913
+10,126
+54% +$991K 0.04% 377
2023
Q4 		$1.86M Buy
18,787
+3,490
+23% +$332K 0.03% 429
2023
Q3 		$1.44M Buy
15,297
+2,366
+18% +$228K 0.03% 474
2023
Q2 		$1.27M Buy
12,931
+2,131
+20% +$211K 0.02% 496
2023
Q1 		$1.08M Sell
10,800
-1,112
-9% -$110K 0.02% 463
2022
Q4 		$1.16M Buy
11,912
+7,957
+201% +$770K 0.03% 407
2022
Q3 		$381K Sell
3,955
-80,747
-95% -$8.17M 0.01% 540
2022
Q2 		$8.61M Buy
84,702
+77,608
+1,094% +$7.97M 0.24% 79
2022
Q1 		$760K Sell
7,094
-18,230
-72% -$2.01M 0.02% 400
2021
Q4 		$2.89M Buy
25,324
+20,139
+388% +$2.3M 0.07% 221
2021
Q3 		$595K Sell
5,185
-3,939
-43% -$457K 0.02% 426
2021
Q2 		$1.06M Sell
9,124
-15,299
-63% -$1.75M 0.03% 314
2021
Q1 		$2.78M Buy
24,423
+19,986
+450% +$2.31M 0.11% 164
2020
Q4 		$524K Buy
4,437
+2,017
+83% +$238K 0.02% 370
2020
Q3 		$285K Buy
2,420
+192
+9% +$22.8K 0.02% 352
2020
Q2 		$264K Sell
2,228
-1,854
-45% -$217K 0.02% 348
2020
Q1 		$477K Sell
4,082
-5,710
-58% -$651K 0.04% 283
2019
Q4 		$1.1M Buy
9,792
+5,812
+146% +$655K 0.09% 164
2019
Q3 		$445K Sell
3,980
-789
-17% -$88.7K 0.04% 322
2019
Q2 		$534K Buy
4,769
+620
+15% +$67.8K 0.05% 257
2019
Q1 		$453K Buy
4,149
+303
+8% +$32.5K 0.03% 284
2018
Q4 		$412K Buy
+3,846
New +$403K 0.05% 238

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

TownSquare Capital's AGG Position: Q4 2025 in Review

TownSquare Capital sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 2,521 shares — an estimated $253K sold.

TownSquare Capital first reported a position in AGG in Q4 2018 and held it in 28 quarters. The position peaked at $8.61M in Q2 2022. 2,105 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • TownSquare Capital reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • TownSquare Capital sold 2,521 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $253K.
  • TownSquare Capital first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and held it in 28 quarters.
  • TownSquare Capital's iShares Core US Aggregate Bond ETF position peaked at $8.61M in Q2 2022.
  • 2,105 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on TownSquare Capital's 13F filing for Q4 2025, filed 11 Feb 2026.