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Pin Oak Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Pin Oak Investment 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
-158
Closed -$16K – 445
2024
Q4 		$16K Hold
158
– – 0.01% 290
2024
Q3 		$16K Hold
158
– – 0.01% 292
2024
Q2 		$15K Hold
158
– – 0.01% 288
2024
Q1 		$15K Sell
158
-30
-16% -$2.94K 0.01% 292
2023
Q4 		$19K Hold
188
– – 0.02% 269
2023
Q3 		$18K Hold
188
– – 0.02% 262
2023
Q2 		$18K Buy
+188
New +$18.6K 0.02% 264

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

Pin Oak Investment Advisors's AGG Position: Q1 2025 in Review

Pin Oak Investment Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 158 shares — an estimated $16K sold.

Pin Oak Investment Advisors first reported a position in AGG in Q2 2023 and held it in 7 quarters. The position peaked at $19K in Q4 2023. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Pin Oak Investment Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 158 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $16K.
  • Pin Oak Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and held it in 7 quarters.
  • Pin Oak Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $19K in Q4 2023.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.