Aull & Monroe Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Aull & Monroe Investment Management’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	$238K	Sell	2,404 -5	-0.2%	-$495	0.1%	118
2026 Q1	$239K	Buy	+2,409	New	+$241K	0.11%	114
2024 Q2	–	Sell	-2,175	Closed	-$213K	–	127
2024 Q1	$213K	Hold	2,175	–	–	0.1%	124
2023 Q4	$216K	Sell	2,175 -140	-6%	-$13.3K	0.11%	123
2023 Q3	$218K	Hold	2,315	–	–	0.11%	123
2023 Q2	$227K	Hold	2,315	–	–	0.11%	123
2023 Q1	$231K	Buy	+2,315	New	+$229K	0.12%	120
2022 Q2	–	Sell	-1,883	Closed	-$202K	–	131
2022 Q1	$202K	Hold	1,883	–	–	0.09%	131
2021 Q4	$214K	Hold	1,883	–	–	0.1%	129
2021 Q3	$216K	Hold	1,883	–	–	0.11%	126
2021 Q2	$217K	Hold	1,883	–	–	0.1%	129
2021 Q1	$214K	Sell	1,883 -450	-19%	-$52.1K	0.1%	124
2020 Q4	$276K	Hold	2,333	–	–	0.15%	109
2020 Q3	$276K	Hold	2,333	–	–	0.16%	109
2020 Q2	$276K	Buy	+2,333	New	+$273K	0.17%	109

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Aull & Monroe Investment Management's AGG Position: Q2 2026 in Review

Aull & Monroe Investment Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.21% in Q2 2026, selling an estimated $495 and leaving 2,404 shares worth $238K. The position accounts for 0.1% of the portfolio, ranked #118.

Aull & Monroe Investment Management first reported a position in AGG in Q2 2020 and has held it in 15 quarters since. The position peaked at $276K in Q4 2020. 1,031 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Aull & Monroe Investment Management held 2,404 shares of iShares Core US Aggregate Bond ETF worth $238K as of Q2 2026.
Aull & Monroe Investment Management sold 5 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $495.
iShares Core US Aggregate Bond ETF made up 0.1% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #118 holding.
Aull & Monroe Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and has held it in 15 quarters since.
Aull & Monroe Investment Management's iShares Core US Aggregate Bond ETF position peaked at $276K in Q4 2020.
1,031 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.