Raleigh Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Raleigh Capital Management’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	-7	Closed	-$678	–	578
2024 Q4	$678	Hold	7	–	–	﹤0.01%	928
2024 Q3	$709	Hold	7	–	–	﹤0.01%	912
2024 Q2	$679	Hold	7	–	–	﹤0.01%	888
2024 Q1	$686	Hold	7	–	–	﹤0.01%	868
2023 Q4	$695	Sell	7 -534	-99%	-$50.8K	﹤0.01%	972
2023 Q3	$50.9K	Sell	541 -380	-41%	-$36.6K	0.03%	253
2023 Q2	$90.2K	Buy	921 +3	+0.3%	+$297	0.05%	216
2023 Q1	$91.5K	Buy	918 +911	+13,014%	+$90K	0.05%	220
2022 Q4	$691	Sell	7 -129	-95%	-$12.5K	﹤0.01%	725
2022 Q3	$13K	Sell	136 -67	-33%	-$6.78K	0.01%	328
2022 Q2	$21K	Buy	203 +196	+2,800%	+$20.1K	0.01%	291
2022 Q1	$1K	Buy	+7	New	+$770	﹤0.01%	551

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

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

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

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

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

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

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

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

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

Raleigh Capital Management's AGG Position: Q1 2025 in Review

Raleigh Capital Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 7 shares — an estimated $678 sold.

Raleigh Capital Management first reported a position in AGG in Q1 2022 and held it in 12 quarters. The position peaked at $91.5K in Q1 2023. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

Raleigh Capital Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 7 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $678.
Raleigh Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and held it in 12 quarters.
Raleigh Capital Management's iShares Core US Aggregate Bond ETF position peaked at $91.5K in Q1 2023.
1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.