MGO ONE SEVEN LLC AGG — ISHARES CORE US AGGBD ET ETF

Ownership history in MGO ONE SEVEN LLC  ·  31 quarters on record

AI Ownership Summary

MGO ONE SEVEN LLC reported ISHARES CORE US AGGBD ET ETF (AGG) in 31 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.92% in 2025 Q3. The latest visible filing shows AGG at 0.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AGG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MGO ONE SEVEN LLC's position in ISHARES CORE US AGGBD ET ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AGG was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.92% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AGG stock page MGO ONE SEVEN LLC fund profile MGO ONE SEVEN LLC full holdings
How MGO ONE SEVEN LLC held AGG — position size vs. price
% of Fund (quarterly)    AGG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 56.7% +0.0% ❌ 171,436 -224,230 -56.7% 0.35% $17.1M 2026-02-14 (Est.) $100.00
2025 Q3 ADDED — — — 395,666 +387,954 +5030.5% 0.92% $39.7M 2025-10-24 $98.85
2025 Q2 REDUCED 7.2% +2.1% ❌ 7,712 -595 -7.2% 0.02% $765K 2025-07-25 $95.27
2025 Q1 REDUCED — — — 8,307 -384 -4.4% 0.03% $822K 2025-05-08 $93.89
2024 Q4 ADDED — — — 8,691 +2,257 +35.1% 0.03% $842K 2025-02-14 $93.03
2024 Q3 REDUCED 32.0% -3.0% ✅ 6,434 -3,023 -32.0% 0.03% $652K 2024-10-15 $93.83
2024 Q2 REDUCED 5.7% +5.3% ❌ 9,457 -567 -5.7% 0.04% $918K 2024-08-07 $92.82
2024 Q1 REDUCED 55.3% -0.5% ✅ 10,024 -12,422 -55.3% 0.05% $982K 2024-05-14 $89.37
2023 Q4 ADDED — — — 22,446 +12,633 +128.7% 0.13% $2.2M 2024-02-14 $89.15
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AGG

As of 2026 Q1 — sorted by position size

Arizona PSPRS Trust 41.66% DB Fitzpatrick & Co, Inc 3Y 36.57% WHI TRUST Co LLC 30.27% Gridiron Partners, LLC 28.27% GoalFusion Wealth Management, LLC 3Y 23.58% Adaptive Financial Consulting, LLC 3Y 21.83% MTC Wealth Management LLC 3Y 21.18% Constellation Investments, Inc. 3Y 7Y 19.51% Members Trust Co 3Y 7Y 18.88% Kopp Family Office, LLC 3Y 18.8%

FAQ About MGO ONE SEVEN LLC and AGG

These are the practical questions this page is built to answer before you even open the full history table.

How long has MGO ONE SEVEN LLC reported owning AGG?

MGO ONE SEVEN LLC reported AGG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AGG position in MGO ONE SEVEN LLC's portfolio?

The largest reported portfolio weight for AGG was 0.92% in 2025 Q3.

What is the latest reported AGG position on this page?

The most recent filing on this page is 2025 Q4, when MGO ONE SEVEN LLC reported 171,436 shares, equal to 0.35% of portfolio, with an estimated market value of $17.1M.

What does the chart on this AGG ownership page compare?

The chart compares MGO ONE SEVEN LLC's quarterly AGG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MGO ONE SEVEN LLC time their AGG position?

Based on 13F filing dates vs. subsequent AGG price moves, MGO ONE SEVEN LLC correctly timed 16 out of 30 reported position changes (53%). The annualised alpha on AGG relative to SPY over the holding period was -11.8%.

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