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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
Q2 		$575K Sell
5,813
-873
-13% -$86.4K 0.06% 255
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 $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Redwood Investment Management's AGG Position: Q2 2026 in Review

Redwood Investment Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 13% in Q2 2026, selling an estimated $86.4K and leaving 5,813 shares worth $575K. The position accounts for 0.06% of the portfolio, ranked #255.

Redwood Investment Management first reported a position in AGG in Q4 2017 and has held it in 30 quarters since. The position peaked at $24.4M in Q4 2020. 2,098 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Redwood Investment Management held 5,813 shares of iShares Core US Aggregate Bond ETF worth $575K as of Q2 2026.
  • Redwood Investment Management sold 873 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $86.4K.
  • iShares Core US Aggregate Bond ETF made up 0.06% of Redwood Investment Management's portfolio in Q2 2026, its #255 holding.
  • Redwood Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 30 quarters since.
  • Redwood Investment Management's iShares Core US Aggregate Bond ETF position peaked at $24.4M in Q4 2020.
  • 2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.