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Pine Valley Investments’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Pine Valley Investments’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
Q3 		– Sell
-3,156
Closed -$313K – 566
2025
Q2 		$313K Buy
+3,156
New +$309K 0.02% 421
2024
Q2 		– Sell
-2,199
Closed -$215K – 485
2024
Q1 		$215K Buy
+2,199
New +$215K 0.01% 457

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Pine Valley Investments's AGG Position: Q3 2025 in Review

Pine Valley Investments sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 3,156 shares — an estimated $313K sold.

Pine Valley Investments first reported a position in AGG in Q1 2024 and held it in 2 quarters. The position peaked at $313K in Q2 2025. 1,924 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Pine Valley Investments reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Pine Valley Investments sold 3,156 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $313K.
  • Pine Valley Investments first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and held it in 2 quarters.
  • Pine Valley Investments's iShares Core US Aggregate Bond ETF position peaked at $313K in Q2 2025.
  • 1,924 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Pine Valley Investments's 13F filing for Q3 2025, filed 17 Feb 2026.