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Oxbow Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Oxbow Advisors’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
-3,755
Closed -$364K – 207
2024
Q4 		$364K Buy
+3,755
New +$370K 0.04% 159
2021
Q4 		– Sell
-6,570
Closed -$754K – 281
2021
Q3 		$754K Sell
6,570
-1,430
-18% -$166K 0.08% 158
2021
Q2 		$923K Sell
8,000
-90
-1% -$10.3K 0.1% 149
2021
Q1 		$921K Buy
+8,090
New +$937K 0.11% 137

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

Oxbow Advisors's AGG Position: Q1 2025 in Review

Oxbow Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 3,755 shares — an estimated $364K sold.

Oxbow Advisors first reported a position in AGG in Q1 2021 and held it in 4 quarters. The position peaked at $923K in Q2 2021. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Oxbow Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Oxbow Advisors sold 3,755 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $364K.
  • Oxbow Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and held it in 4 quarters.
  • Oxbow Advisors's iShares Core US Aggregate Bond ETF position peaked at $923K in Q2 2021.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Oxbow Advisors's 13F filing for Q1 2025, filed 1 May 2025.