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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$126K Sell
1,274
-1,376
-52% -$136K 0.01% 350
2026
Q1
$263K Sell
2,650
-2,994
-53% -$300K 0.01% 250
2025
Q4
$564K Sell
5,644
-12,036
-68% -$1.21M 0.03% 167
2025
Q3
$1.75M Buy
17,680
+2,121
+14% +$210K 0.09% 82
2025
Q2
$1.54M Sell
15,559
-656
-4% -$64.3K 0.08% 81
2025
Q1
$1.6M Sell
16,215
-788
-5% -$77K 0.1% 78
2024
Q4
$1.65M Sell
17,003
-1,214
-7% -$120K 0.1% 77
2024
Q3
$1.84M Buy
18,217
+302
+2% +$30.1K 0.11% 73
2024
Q2
$1.74M Sell
17,915
-397
-2% -$38.3K 0.11% 71
2024
Q1
$1.79M Sell
18,312
-502
-3% -$49.1K 0.12% 70
2023
Q4
$1.87M Sell
18,814
-1,258
-6% -$120K 0.13% 59
2023
Q3
$1.89M Sell
20,072
-172
-0.8% -$16.6K 0.15% 60
2023
Q2
$1.98M Sell
20,244
-733
-3% -$72.5K 0.16% 63
2023
Q1
$2.09M Sell
20,977
-2,204
-10% -$218K 0.17% 56
2022
Q4
$2.25M Sell
23,181
-4,235
-15% -$410K 0.2% 44
2022
Q3
$2.64M Sell
27,416
-11,359
-29% -$1.15M 0.27% 41
2022
Q2
$3.94M Sell
38,775
-12,164
-24% -$1.25M 0.39% 28
2022
Q1
$5.46M Sell
50,939
-5,185
-9% -$571K 0.5% 24
2021
Q4
$6.4M Sell
56,124
-1,991
-3% -$228K 0.58% 19
2021
Q3
$6.5M Sell
58,115
-958
-2% -$111K 0.77% 17
2021
Q2
$6.81M Buy
59,073
+354
+0.6% +$40.6K 0.66% 17
2021
Q1
$6.68M Buy
58,719
+1,084
+2% +$126K 0.68% 18
2020
Q4
$6.81M Sell
57,635
-8,706
-13% -$1.03M 0.75% 18
2020
Q3
$7.83M Sell
66,341
-214
-0.3% -$25.4K 0.97% 15
2020
Q2
$7.87M Sell
66,555
-873
-1% -$102K 1.04% 14
2020
Q1
$7.78M Sell
67,428
-5,868
-8% -$669K 1.22% 12
2019
Q4
$8.24M Sell
73,296
-9,809
-12% -$1.11M 1.14% 11
2019
Q3
$9.36M Sell
83,105
-2,945
-3% -$331K 1.35% 11
2019
Q2
$9.58M Sell
86,050
-4,074
-5% -$445K 1.46% 11
2019
Q1
$9.83M Buy
90,124
+7,112
+9% +$763K 1.55% 11
2018
Q4
$8.84M Sell
83,012
-11,970
-13% -$1.26M 1.54% 11
2018
Q3
$10M Sell
94,982
-2,703
-3% -$287K 1.61% 10
2018
Q2
$10.4M Sell
97,685
-1,804
-2% -$191K 1.71% 10
2018
Q1
$10.7M Sell
99,489
-2,437
-2% -$262K 1.74% 10
2017
Q4
$11.1M Sell
101,926
-1,224
-1% -$134K 1.71% 10
2017
Q3
$11.3M Sell
103,150
-2,099
-2% -$230K 1.85% 10
2017
Q2
$11.5M Sell
105,249
-5,088
-5% -$556K 1.95% 10
2017
Q1
$12M Sell
110,337
-1,771
-2% -$192K 2.09% 10
2016
Q4
$12.1M Sell
112,108
-2,231
-2% -$244K 2.24% 10
2016
Q3
$12.9M Sell
114,339
-3,543
-3% -$398K 2.38% 10
2016
Q2
$13.3M Sell
117,882
-4,144
-3% -$460K 2.51% 9
2016
Q1
$13.5M Sell
122,026
-12,753
-9% -$1.4M 2.6% 10
2015
Q4
$14.6M Sell
134,779
-5,795
-4% -$631K 2.9% 10
2015
Q3
$15.4M Sell
140,574
-14,360
-9% -$1.57M 3.18% 9
2015
Q2
$16.9M Sell
154,934
-5,997
-4% -$660K 3.3% 10
2015
Q1
$17.9M Sell
160,931
-2,018
-1% -$224K 3.35% 9
2014
Q4
$17.9M Sell
162,949
-9,593
-6% -$1.06M 3.48% 9
2014
Q3
$18.8M Sell
172,542
-1,980
-1% -$216K 3.75% 8
2014
Q2
$19.1M Sell
174,522
-2,656
-1% -$289K 3.85% 7
2014
Q1
$19.1M Buy
177,178
+1,827
+1% +$197K 3.91% 7
2013
Q4
$18.7M Sell
175,351
-12,547
-7% -$1.34M 4.04% 7
2013
Q3
$20.1M Sell
187,898
-13,981
-7% -$1.49M 4.21% 7
2013
Q2
$21.6M Buy
+201,879
New +$22.2M 4.69% 6

Other funds holding AGG

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

Acropolis Investment Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 52% in Q2 2026, selling an estimated $136K and leaving 1,274 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #350.

Acropolis Investment Management first reported a position in AGG in Q2 2013 and has held it in 53 quarters since. The position peaked at $21.6M in Q2 2013. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Acropolis Investment Management held 1,274 shares of iShares Core US Aggregate Bond ETF worth $126K as of Q2 2026.
  • Acropolis Investment Management sold 1,376 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $136K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Acropolis Investment Management's portfolio in Q2 2026, its #350 holding.
  • Acropolis Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • Acropolis Investment Management's iShares Core US Aggregate Bond ETF position peaked at $21.6M in Q2 2013.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.