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Atwater Malick’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Atwater Malick’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 		$6.19M Buy
62,545
+12,725
+26% +$1.26M 1.35% 19
2026
Q1 		$4.95M Buy
49,820
+11,240
+29% +$1.12M 1.34% 20
2025
Q4 		$3.85M Buy
38,580
+10,953
+40% +$1.1M 1.06% 24
2025
Q3 		$2.77M Buy
27,627
+7,030
+34% +$697K 0.8% 27
2025
Q2 		$2.04M Buy
20,597
+214
+1% +$21K 0.65% 31
2025
Q1 		$2.02M Buy
20,383
+739
+4% +$72.2K 0.68% 29
2024
Q4 		$1.9M Buy
19,644
+341
+2% +$33.6K 0.64% 29
2024
Q3 		$1.95M Buy
19,303
+211
+1% +$21.1K 0.63% 29
2024
Q2 		$1.85M Sell
19,092
-51
-0.3% -$4.92K 0.64% 28
2024
Q1 		$1.87M Buy
19,143
+31
+0.2% +$3.03K 0.66% 29
2023
Q4 		$1.9M Buy
19,112
+248
+1% +$23.6K 0.74% 27
2023
Q3 		$1.77M Sell
18,864
-1,764
-9% -$170K 0.78% 27
2023
Q2 		$2.02M Buy
20,628
+454
+2% +$44.9K 0.86% 27
2023
Q1 		$2.01M Buy
20,174
+423
+2% +$41.8K 0.94% 27
2022
Q4 		$1.92M Sell
19,751
-2,127
-10% -$206K 0.94% 27
2022
Q3 		$2.11M Buy
21,878
+1,558
+8% +$158K 1.18% 26
2022
Q2 		$2.07M Buy
20,320
+93
+0.5% +$9.56K 1.09% 27
2022
Q1 		$2.17M Sell
20,227
-769
-4% -$84.6K 1.05% 27
2021
Q4 		$2.4M Buy
20,996
+1,548
+8% +$177K 1.11% 28
2021
Q3 		$2.23M Buy
19,448
+441
+2% +$51.1K 1.18% 28
2021
Q2 		$2.19M Buy
19,007
+2,052
+12% +$235K 1.21% 28
2021
Q1 		$1.93M Buy
16,955
+3,934
+30% +$456K 1.19% 27
2020
Q4 		$1.54M Buy
13,021
+884
+7% +$104K 0.97% 27
2020
Q3 		$1.43M Buy
12,137
+957
+9% +$114K 1% 27
2020
Q2 		$1.32M Sell
11,180
-581
-5% -$68K 1.04% 26
2020
Q1 		$1.36M Buy
11,761
+309
+3% +$35.2K 1.3% 24
2019
Q4 		$1.29M Buy
11,452
+554
+5% +$62.4K 1.02% 25
2019
Q3 		$1.23M Sell
10,898
-283
-3% -$31.8K 1.04% 25
2019
Q2 		$1.25M Buy
11,181
+122
+1% +$13.3K 1.14% 25
2019
Q1 		$1.21M Buy
11,059
+363
+3% +$38.9K 1.18% 25
2018
Q4 		$1.14M Buy
+10,696
New +$1.12M 1.27% 25

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 22.96% 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

Atwater Malick's AGG Position: Q2 2026 in Review

Atwater Malick increased its iShares Core US Aggregate Bond ETF (AGG) stake by 26% in Q2 2026, buying an estimated $1.26M and bringing the position to 62,545 shares worth $6.19M. The position accounts for 1.35% of the portfolio, ranked #19.

Atwater Malick first reported a position in AGG in Q4 2018 and has held it in 31 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Atwater Malick held 62,545 shares of iShares Core US Aggregate Bond ETF worth $6.19M as of Q2 2026.
  • Atwater Malick bought 12,725 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.26M.
  • iShares Core US Aggregate Bond ETF made up 1.35% of Atwater Malick's portfolio in Q2 2026, its #19 holding.
  • Atwater Malick first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Atwater Malick's 13F filing for Q2 2026, filed 27 Jul 2026.