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

Aspen Grove 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
Q2 		– Sell
-3,048
Closed -$302K – 237
2025
Q1 		$302K Hold
3,048
– – 0.06% 160
2024
Q4 		$295K Hold
3,048
– – 0.06% 146
2024
Q3 		$309K Hold
3,048
– – 0.07% 142
2024
Q2 		$296K Hold
3,048
– – 0.07% 151
2024
Q1 		$299K Buy
+3,048
New +$298K 0.08% 148

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

Aspen Grove Capital's AGG Position: Q2 2025 in Review

Aspen Grove Capital sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 3,048 shares — an estimated $302K sold.

Aspen Grove Capital first reported a position in AGG in Q1 2024 and held it in 5 quarters. The position peaked at $309K in Q3 2024. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

  • Aspen Grove Capital reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Aspen Grove Capital sold 3,048 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $302K.
  • Aspen Grove Capital first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and held it in 5 quarters.
  • Aspen Grove Capital's iShares Core US Aggregate Bond ETF position peaked at $309K in Q3 2024.
  • 1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Aspen Grove Capital's 13F filing for Q2 2025, filed 14 Aug 2025.