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Wolf Group Capital Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wolf Group Capital Advisors’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
Q1 		$3.63M Buy
36,695
+23,457
+177% +$2.29M 1.22% 20
2024
Q4 		$1.3M Hold
13,238
– – 0.63% 59
2024
Q3 		$1.3M Sell
13,238
-13,991
-51% -$1.4M 0.62% 60
2024
Q2 		$2.64M Buy
27,229
+13,991
+106% +$1.35M 1.04% 30
2024
Q1 		$1.3M Hold
13,238
– – 0.62% 60
2023
Q4 		$1.3M Buy
13,238
+806
+6% +$76.7K 0.62% 60
2023
Q3 		$1.17M Sell
12,432
-806
-6% -$77.6K 0.55% 62
2023
Q2 		$1.31M Sell
13,238
-195
-1% -$19.3K 0.65% 58
2023
Q1 		$1.34M Sell
13,433
-5,222
-28% -$516K 0.67% 56
2022
Q4 		$1.81M Buy
18,655
+3,192
+21% +$309K 0.85% 42
2022
Q3 		$1.49M Buy
15,463
+51
+0.3% +$5.16K 0.82% 46
2022
Q2 		$1.57M Buy
15,412
+12,492
+428% +$1.28M 0.81% 46
2022
Q1 		$313K Sell
2,920
-6,313
-68% -$695K 0.16% 87
2021
Q4 		$1.05M Buy
9,233
+6,575
+247% +$752K 0.17% 88
2021
Q3 		$305K Buy
2,658
+20
+0.8% +$2.32K 0.17% 85
2021
Q2 		$304K Sell
2,638
-526
-17% -$60.3K 0.16% 83
2021
Q1 		$360K Buy
3,164
+62
+2% +$7.18K 0.21% 77
2020
Q4 		$367K Buy
3,102
+1,105
+55% +$130K 0.23% 67
2020
Q3 		$236K Buy
+1,997
New +$237K 0.16% 76
2019
Q2 		– Sell
-2,616
Closed -$285K – 84
2019
Q1 		$285K Sell
2,616
-833
-24% -$89.3K 0.2% 74
2018
Q4 		$367K Buy
+3,449
New +$362K 0.27% 65

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
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
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

Wolf Group Capital Advisors's AGG Position: Q1 2025 in Review

Wolf Group Capital Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 177% in Q1 2025, buying an estimated $2.29M and bringing the position to 36,695 shares worth $3.63M. The position accounts for 1.22% of the portfolio, ranked #20.

Wolf Group Capital Advisors first reported a position in AGG in Q4 2018 and has held it in 21 quarters since. 1,926 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Wolf Group Capital Advisors held 36,695 shares of iShares Core US Aggregate Bond ETF worth $3.63M as of Q1 2025.
  • Wolf Group Capital Advisors bought 23,457 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $2.29M.
  • iShares Core US Aggregate Bond ETF made up 1.22% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #20 holding.
  • Wolf Group Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 21 quarters since.
  • 1,926 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.