Logan Stone Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Logan Stone 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
2026 Q2	–	Sell	-47,642	Closed	-$4.73M	–	158
2026 Q1	$4.73M	Buy	47,642 +837	+2%	+$83.7K	1.31%	17
2025 Q4	$4.67M	Sell	46,805 -4,550	-9%	-$457K	1.15%	24
2025 Q3	$5.15M	Buy	51,355 +1,992	+4%	+$198K	2.34%	11
2025 Q2	$4.9M	Sell	49,363 -1,910	-4%	-$187K	2.3%	8
2025 Q1	$5.07M	Buy	51,273 +8,230	+19%	+$805K	2.36%	11
2024 Q4	$4.17M	Sell	43,043 -174,457	-80%	-$17.2M	1.4%	10
2024 Q3	$22M	Buy	+217,500	New	+$21.7M	5.41%	4
2022 Q4	–	Sell	-67,800	Closed	-$6.53M	–	200
2022 Q3	$6.53M	Buy	+67,800	New	+$6.86M	4.3%	5
2022 Q1	–	Sell	-11,984	Closed	-$1.37M	–	138
2021 Q4	$1.37M	Buy	+11,984	New	+$1.37M	1.36%	26

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Logan Stone Capital's AGG Position: Q2 2026 in Review

Logan Stone Capital sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 47,642 shares — an estimated $4.73M sold.

Logan Stone Capital first reported a position in AGG in Q4 2021 and held it in 9 quarters. The position peaked at $22M in Q3 2024. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Logan Stone Capital reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Logan Stone Capital sold 47,642 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $4.73M.
Logan Stone Capital first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 9 quarters.
Logan Stone Capital's iShares Core US Aggregate Bond ETF position peaked at $22M in Q3 2024.
2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Logan Stone Capital's 13F filing for Q2 2026, filed 14 Aug 2026.