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Redwood Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Redwood Investment 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
2026
Q1 		$664K Buy
6,686
+439
+7% +$43.9K 0.08% 215
2025
Q4 		$624K Buy
+6,247
New +$627K 0.07% 254
2025
Q2 		– Sell
-6,049
Closed -$598K – 289
2025
Q1 		$598K Sell
6,049
-62,696
-91% -$6.13M 0.06% 234
2024
Q4 		$6.66M Sell
68,745
-14,611
-18% -$1.44M 0.65% 17
2024
Q3 		$8.44M Sell
83,356
-34,037
-29% -$3.4M 0.75% 15
2024
Q2 		$11.4M Buy
117,393
+27,632
+31% +$2.67M 0.99% 19
2024
Q1 		$8.79M Sell
89,761
-22,214
-20% -$2.17M 0.84% 19
2023
Q4 		$11.1M Sell
111,975
-21,129
-16% -$2.01M 1.02% 14
2023
Q3 		$12.5M Buy
133,104
+72,086
+118% +$6.94M 1.09% 12
2023
Q2 		$5.98M Buy
61,018
+235
+0.4% +$23.2K 0.62% 49
2023
Q1 		$6.06M Buy
60,783
+39,979
+192% +$3.95M 0.65% 46
2022
Q4 		$2.02M Sell
20,804
-40,333
-66% -$3.9M 0.27% 88
2022
Q3 		$5.89M Sell
61,137
-6
-0% -$607 1.24% 15
2022
Q2 		$6.22M Sell
61,143
-407
-0.7% -$41.8K 1.05% 13
2022
Q1 		$6.59M Buy
61,550
+41
+0.1% +$4.51K 0.98% 15
2021
Q4 		$6.93M Sell
61,509
-1,962
-3% -$224K 0.91% 18
2021
Q3 		$7.29M Buy
63,471
+2,246
+4% +$260K 1.04% 9
2021
Q2 		$7.06M Sell
61,225
-143,976
-70% -$16.5M 1.15% 9
2021
Q1 		$23.4M Sell
205,201
-1,261
-0.6% -$146K 4.43% 3
2020
Q4 		$24.4M Buy
206,462
+1,922
+0.9% +$226K 4.05% 4
2020
Q3 		$24.1M Buy
204,540
+1,586
+0.8% +$188K 5.99% 2
2020
Q2 		$24M Buy
202,954
+83,833
+70% +$9.81M 6.86% 3
2020
Q1 		$13.7M Buy
+119,121
New +$13.6M 8.71% 2
2019
Q2 		– Sell
-55,971
Closed -$6.11M – 228
2019
Q1 		$6.11M Buy
55,971
+914
+2% +$98K 2.6% 4
2018
Q4 		$5.86M Buy
55,057
+10,169
+23% +$1.07M 4.42% 4
2018
Q3 		$4.74M Buy
44,888
+3,277
+8% +$348K 1.72% 36
2018
Q2 		$4.42M Buy
41,611
+4,020
+11% +$426K 1.7% 35
2018
Q1 		$4.03M Sell
37,591
-22,376
-37% -$2.4M 1.21% 37
2017
Q4 		$6.56M Buy
+59,967
New +$6.56M 2.83% 3

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Redwood Investment Management's AGG Position: Q1 2026 in Review

Redwood Investment Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7% in Q1 2026, buying an estimated $43.9K and bringing the position to 6,686 shares worth $664K. The position accounts for 0.08% of the portfolio, ranked #215.

Redwood Investment Management first reported a position in AGG in Q4 2017 and has held it in 29 quarters since. The position peaked at $24.4M in Q4 2020. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Redwood Investment Management held 6,686 shares of iShares Core US Aggregate Bond ETF worth $664K as of Q1 2026.
  • Redwood Investment Management bought 439 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $43.9K.
  • iShares Core US Aggregate Bond ETF made up 0.08% of Redwood Investment Management's portfolio in Q1 2026, its #215 holding.
  • Redwood Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 29 quarters since.
  • Redwood Investment Management's iShares Core US Aggregate Bond ETF position peaked at $24.4M in Q4 2020.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.