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Castleview Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Castleview Partners’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 		– Sell
-8,236
Closed -$798K – 187
2024
Q4 		$798K Sell
8,236
-971
-11% -$95.6K 0.43% 55
2024
Q3 		$932K Buy
9,207
+144
+2% +$14.4K 0.54% 40
2024
Q2 		$880K Sell
9,063
-3,234
-26% -$312K 0.5% 44
2024
Q1 		$1.2M Sell
12,297
-16
-0.1% -$1.57K 0.67% 28
2023
Q4 		$1.22M Buy
12,313
+11,579
+1,578% +$1.1M 0.86% 19
2023
Q3 		$69K Buy
734
+428
+140% +$41.2K 0.06% 215
2023
Q2 		$30K Sell
306
-499
-62% -$49.3K 0.03% 322
2023
Q1 		$80.2K Sell
805
-1
-0.1% -$99 0.07% 199
2022
Q4 		$78.2K Buy
806
+330
+69% +$31.9K 0.08% 182
2022
Q3 		$46K Sell
476
-1,617
-77% -$164K 0.04% 261
2022
Q2 		$83.9K Buy
2,093
+1,746
+503% +$179K 0.07% 232
2022
Q1 		$37K Sell
347
-766,841
-100% -$84.4M 0.02% 379
2021
Q4 		$6.72K Buy
+767,188
New +$87.8M 0.05% 127
2021
Q2 		$1.23M Buy
+10,628
New +$1.22M 0.54% 37

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

Castleview Partners's AGG Position: Q1 2025 in Review

Castleview Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 8,236 shares — an estimated $798K sold.

Castleview Partners first reported a position in AGG in Q2 2021 and held it in 14 quarters. The position peaked at $1.23M in Q2 2021. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Castleview Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 8,236 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $798K.
  • Castleview Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and held it in 14 quarters.
  • Castleview Partners's iShares Core US Aggregate Bond ETF position peaked at $1.23M in Q2 2021.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.