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

Twin Capital 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
Q2 		– Sell
-4,453
Closed -$441K – 257
2025
Q1 		$441K Buy
4,453
+530
+14% +$51.8K 0.05% 245
2024
Q4 		$380K Buy
3,923
+741
+23% +$73K 0.04% 261
2024
Q3 		$321K Buy
3,182
+29
+0.9% +$2.89K 0.04% 271
2024
Q2 		$305K Buy
3,153
+29
+0.9% +$2.8K 0.04% 254
2024
Q1 		$305K Buy
+3,124
New +$306K 0.04% 252
2020
Q4 		– Sell
-53,544
Closed -$6.32M – 283
2020
Q3 		$6.32M Sell
53,544
-711
-1% -$84.3K 0.57% 44
2020
Q2 		$6.41M Sell
54,255
-1,015
-2% -$119K 0.62% 42
2020
Q1 		$6.38M Buy
55,270
+1,470
+3% +$168K 0.69% 38
2019
Q4 		$6.05M Sell
53,800
-2,320
-4% -$261K 0.51% 54
2019
Q3 		$6.35M Sell
56,120
-3,590
-6% -$404K 0.46% 68
2019
Q2 		$6.65M Sell
59,710
-23,660
-28% -$2.59M 0.46% 66
2019
Q1 		$9.09M Buy
83,370
+1,670
+2% +$179K 0.45% 68
2018
Q4 		$8.7M Sell
81,700
-16,495
-17% -$1.73M 0.49% 60
2018
Q3 		$10.4M Sell
98,195
-18,670
-16% -$1.98M 0.48% 60
2018
Q2 		$12.4M Buy
116,865
+3,110
+3% +$330K 0.62% 40
2018
Q1 		$12.2M Buy
113,755
+8,205
+8% +$881K 0.63% 40
2017
Q4 		$11.5M Buy
105,550
+13,510
+15% +$1.48M 0.57% 49
2017
Q3 		$10.1M Buy
92,040
+10,765
+13% +$1.18M 0.53% 51
2017
Q2 		$8.9M Sell
81,275
-1,280
-2% -$140K 0.52% 51
2017
Q1 		$8.96M Sell
82,555
-3,250
-4% -$352K 0.55% 47
2016
Q4 		$9.27M Sell
85,805
-7,025
-8% -$770K 0.6% 41
2016
Q3 		$10.4M Buy
92,830
+6,140
+7% +$690K 0.7% 30
2016
Q2 		$9.76M Buy
+86,690
New +$9.63M 0.73% 32

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

Twin Capital Management's AGG Position: Q2 2025 in Review

Twin Capital Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 4,453 shares — an estimated $441K sold.

Twin Capital Management first reported a position in AGG in Q2 2016 and held it in 23 quarters. The position peaked at $12.4M in Q2 2018. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Twin Capital Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Twin Capital Management sold 4,453 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $441K.
  • Twin Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2016 and held it in 23 quarters.
  • Twin Capital Management's iShares Core US Aggregate Bond ETF position peaked at $12.4M in Q2 2018.
  • 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Twin Capital Management's 13F filing for Q2 2025, filed 6 Aug 2025.