RiverFront Investment Group, LLC AGG — ISHARES TR LEHMAN AGG BND COM

Ownership history in RiverFront Investment Group, LLC  ·  29 quarters on record

AI Ownership Summary

RiverFront Investment Group, LLC reported ISHARES TR LEHMAN AGG BND COM (AGG) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.14% in 2024 Q4. The latest visible filing shows AGG at 0.01% 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 RiverFront Investment Group, LLC's position in ISHARES TR LEHMAN AGG BND COM, 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 Q3

AGG was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2024 Q4

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 Q3

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 RiverFront Investment Group, LLC fund profile RiverFront Investment Group, LLC full holdings
How RiverFront Investment Group, 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 24.8% +1.2% ❌ 2,888 -953 -24.8% 0.01% $290K 2025-11-13 $97.84
2025 Q2 REDUCED 55.9% +2.1% ❌ 3,841 -4,865 -55.9% 0.01% $381K 2025-08-12 $95.81
2025 Q1 REDUCED 86.4% +1.3% ❌ 8,706 -55,378 -86.4% 0.02% $861K 2025-05-14 $92.99
2024 Q4 ADDED — — — 64,084 +59,385 +1263.8% 0.14% $6.2M 2025-02-12 $91.83
2024 Q3 REDUCED 11.6% -3.0% ✅ 4,699 -614 -11.6% 0.01% $476K 2024-11-08 $92.58
2024 Q2 REDUCED 6.9% +5.3% ❌ 5,313 -395 -6.9% 0.01% $515K 2024-08-05 $93.35
2024 Q1 REDUCED 36.0% -0.5% ✅ 5,708 -3,206 -36.0% 0.02% $559K 2024-05-02 $88.29
2023 Q4 REDUCED 94.1% -1.5% ✅ 8,914 -142,221 -94.1% 0.03% $884K 2024-02-05 $89.28
21 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

UNITED SERVICES AUTOMOBILE ASSOCIATION 3Y 7Y 78.5% Johns Hopkins University 3Y 57.73% Arizona PSPRS Trust 41.66% DB Fitzpatrick & Co, Inc 3Y 36.57% Markin Asset Management, LP 32.08% WHI TRUST Co LLC 30.27% MASON STREET ADVISORS, LLC 3Y 7Y 29.58% Gridiron Partners, LLC 28.27% METROPOLITAN LIFE INSURANCE CO/NY 3Y 7Y 25.64% GoalFusion Wealth Management, LLC 3Y 23.58%

FAQ About RiverFront Investment Group, 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 RiverFront Investment Group, LLC reported owning AGG?

RiverFront Investment Group, LLC reported AGG across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported AGG position in RiverFront Investment Group, LLC's portfolio?

The largest reported portfolio weight for AGG was 0.14% in 2024 Q4.

What is the latest reported AGG position on this page?

The most recent filing on this page is 2025 Q3, when RiverFront Investment Group, LLC reported 2,888 shares, equal to 0.01% of portfolio, with an estimated market value of $290K.

What does the chart on this AGG ownership page compare?

The chart compares RiverFront Investment Group, 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 RiverFront Investment Group, LLC time their AGG position?

Based on 13F filing dates vs. subsequent AGG price moves, RiverFront Investment Group, LLC correctly timed 14 out of 28 reported position changes (50%). The annualised alpha on AGG relative to SPY over the holding period was -7.8%.

← Back to RiverFront Investment Group, LLC Holdings