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

Coastwise Capital Group’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	-2,071	Closed	-$205K	–	125
2025 Q1	$205K	Sell	2,071 -2,813	-58%	-$275K	0.17%	117
2024 Q4	$473K	Sell	4,884 -83	-2%	-$8.18K	0.38%	65
2024 Q3	$503K	Buy	4,967 +368	+8%	+$36.7K	0.41%	68
2024 Q2	$446K	Sell	4,599 -77	-2%	-$7.43K	0.43%	63
2024 Q1	$458K	Buy	+4,676	New	+$458K	0.42%	70
2023 Q3	–	Sell	-3,363	Closed	-$329K	–	111
2023 Q2	$329K	Sell	3,363 -100	-3%	-$9.88K	0.37%	77
2023 Q1	$345K	Buy	3,463 +165	+5%	+$16.3K	0.39%	73
2022 Q4	$320K	Sell	3,298 -31	-0.9%	-$3K	0.38%	78
2022 Q3	$321K	Buy	3,329 +212	+7%	+$21.4K	0.51%	63
2022 Q2	$317K	Buy	+3,117	New	+$320K	0.39%	71

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Coastwise Capital Group's AGG Position: Q2 2025 in Review

Coastwise Capital Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2025, closing a stake of 2,071 shares — an estimated $205K sold.

Coastwise Capital Group first reported a position in AGG in Q2 2022 and held it in 10 quarters. The position peaked at $503K in Q3 2024. 1,904 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

Coastwise Capital Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
Coastwise Capital Group sold 2,071 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $205K.
Coastwise Capital Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and held it in 10 quarters.
Coastwise Capital Group's iShares Core US Aggregate Bond ETF position peaked at $503K in Q3 2024.
1,904 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Coastwise Capital Group's 13F filing for Q2 2025, filed 11 Jul 2025.