Ring Mountain Capital
AGG icon

Ring Mountain Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Ring Mountain Capital’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
Q3 		– Sell
-2,165
Closed -$214K – 114
2026
Q2 		$214K Hold
2,165
– – 0.09% 104
2026
Q1 		$215K Buy
2,165
+103
+5% +$10.3K 0.12% 90
2025
Q4 		$206K Buy
+2,062
New +$207K 0.11% 95

Other funds holding AGG

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Ring Mountain Capital's AGG Position: Q3 2026 in Review

Ring Mountain Capital sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2026, closing a stake of 2,165 shares — an estimated $214K sold.

Ring Mountain Capital first reported a position in AGG in Q4 2025 and held it in 3 quarters. The position peaked at $215K in Q1 2026. 1,291 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Ring Mountain Capital reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Ring Mountain Capital sold 2,165 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $214K.
  • Ring Mountain Capital first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and held it in 3 quarters.
  • Ring Mountain Capital's iShares Core US Aggregate Bond ETF position peaked at $215K in Q1 2026.
  • 1,291 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Ring Mountain Capital's 13F filing for Q3 2026, filed 13 Oct 2026.