RI
AGG icon

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

Ridgewood 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
-1,408
Closed -$140K – 215
2025
Q2 		$140K Hold
1,408
– – 0.06% 226
2025
Q1 		$139K Sell
1,408
-16
-1% -$1.56K 0.07% 214
2024
Q4 		$138K Hold
1,424
– – 0.07% 204
2024
Q3 		$144K Sell
1,424
-234
-14% -$23.3K 0.07% 201
2024
Q2 		$161K Buy
+1,658
New +$160K 0.08% 198
2023
Q3 		– Sell
-1,743
Closed -$171K – 196
2023
Q2 		$171K Hold
1,743
– – 0.1% 182
2023
Q1 		$174K Buy
+1,743
New +$172K 0.11% 192
2022
Q1 		– Sell
-1,788
Closed -$204K – 196
2021
Q4 		$204K Hold
1,788
– – 0.13% 183
2021
Q3 		$205K Hold
1,788
– – 0.14% 178
2021
Q2 		$206K Hold
1,788
– – 0.13% 179
2021
Q1 		$204K Sell
1,788
-854
-32% -$98.9K 0.12% 177
2020
Q4 		$312K Hold
2,642
– – 0.25% 122
2020
Q3 		$312K Buy
2,642
+1
+0% +$119 0.24% 123
2020
Q2 		$312K Sell
2,641
-217
-8% -$25.4K 0.26% 122
2020
Q1 		$330K Buy
2,858
+224
+9% +$25.5K 0.33% 96
2019
Q4 		$296K Sell
2,634
-51
-2% -$5.75K 0.21% 135
2019
Q3 		$304K Buy
2,685
+228
+9% +$25.6K 0.24% 128
2019
Q2 		$274K Hold
2,457
– – 0.21% 137
2019
Q1 		$268K Hold
2,457
– – 0.22% 137
2018
Q4 		$259K Hold
2,457
– – 0.21% 136
2018
Q3 		$259K Hold
2,457
– – 0.21% 137
2018
Q2 		$261K Sell
2,457
-71
-3% -$7.53K 0.23% 126
2018
Q1 		$271K Sell
2,528
-19
-0.7% -$2.04K 0.25% 115
2017
Q4 		$278K Buy
2,547
+20
+0.8% +$2.19K 0.25% 115
2017
Q3 		$277K Sell
2,527
-26
-1% -$2.85K 0.26% 109
2017
Q2 		$280K Buy
2,553
+22
+0.9% +$2.4K 0.28% 106
2017
Q1 		$275K Buy
2,531
+256
+11% +$27.7K 0.3% 94
2016
Q4 		$245K Buy
+2,275
New +$249K 0.29% 94

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ridgewood Investments's AGG Position: Q3 2025 in Review

Ridgewood Investments sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2025, closing a stake of 1,408 shares — an estimated $140K sold.

Ridgewood Investments first reported a position in AGG in Q4 2016 and held it in 28 quarters. The position peaked at $330K in Q1 2020. 1,932 funds tracked by Wall St. Rank hold AGG as of Q3 2025.

  • Ridgewood Investments reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 1,408 iShares Core US Aggregate Bond ETF shares in Q3 2025, an estimated $140K.
  • Ridgewood Investments first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and held it in 28 quarters.
  • Ridgewood Investments's iShares Core US Aggregate Bond ETF position peaked at $330K in Q1 2020.
  • 1,932 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.