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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
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 $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Atwater Malick's AGG Position: Q1 2026 in Review

Atwater Malick increased its iShares Core US Aggregate Bond ETF (AGG) stake by 29% in Q1 2026, buying an estimated $1.12M and bringing the position to 49,820 shares worth $4.95M. The position accounts for 1.34% of the portfolio, ranked #20.

Atwater Malick first reported a position in AGG in Q4 2018 and has held it in 30 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Atwater Malick held 49,820 shares of iShares Core US Aggregate Bond ETF worth $4.95M as of Q1 2026.
  • Atwater Malick bought 11,240 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.12M.
  • iShares Core US Aggregate Bond ETF made up 1.34% of Atwater Malick's portfolio in Q1 2026, its #20 holding.
  • Atwater Malick first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Atwater Malick's 13F filing for Q1 2026, filed 22 Apr 2026.