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 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 $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

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

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

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

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

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

Logan Stone Capital's AGG Position: Q1 2026 in Review

Logan Stone Capital increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.8% in Q1 2026, buying an estimated $83.7K and bringing the position to 47,642 shares worth $4.73M. The position accounts for 1.31% of the portfolio, ranked #17.

Logan Stone Capital first reported a position in AGG in Q4 2021 and has held it in 9 quarters since. The position peaked at $22M in Q3 2024. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Logan Stone Capital held 47,642 shares of iShares Core US Aggregate Bond ETF worth $4.73M as of Q1 2026.
Logan Stone Capital bought 837 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $83.7K.
iShares Core US Aggregate Bond ETF made up 1.31% of Logan Stone Capital's portfolio in Q1 2026, its #17 holding.
Logan Stone Capital first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 9 quarters since.
Logan Stone Capital's iShares Core US Aggregate Bond ETF position peaked at $22M in Q3 2024.
2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Logan Stone Capital's 13F filing for Q1 2026, filed 15 May 2026.