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

Ravenstone 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
-1,000
Closed -$96.9K – 92
2024
Q4 		$96.9K Buy
+1,000
New +$98.5K 0.06% 49

Other funds holding AGG

Jones Financial Companies
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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

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

Ravenstone Capital Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2025, closing a stake of 1,000 shares — an estimated $96.9K sold.

Ravenstone Capital Management first reported a position in AGG in Q4 2024 and held it in 1 quarter. The position peaked at $96.9K in Q4 2024. 1,925 funds tracked by Wall St. Rank hold AGG as of Q1 2025.

  • Ravenstone Capital Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Ravenstone Capital Management sold 1,000 iShares Core US Aggregate Bond ETF shares in Q1 2025, an estimated $96.9K.
  • Ravenstone Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Ravenstone Capital Management's iShares Core US Aggregate Bond ETF position peaked at $96.9K in Q4 2024.
  • 1,925 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2025.

Based on Ravenstone Capital Management's 13F filing for Q1 2025, filed 26 Jun 2026.