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

Bear 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
Q2 		$29.3K Sell
299
-15
-5% -$1.48K 0.01% 74
2026
Q1 		$31.4K Buy
314
+3
+1% +$300 0.01% 74
2025
Q4 		$31.2K Buy
311
+2
+0.6% +$201 0.01% 76
2025
Q3 		$31.3K Sell
309
-6
-2% -$595 0.01% 77
2025
Q2 		$30.9K Buy
315
+2
+0.6% +$196 0.01% 76
2025
Q1 		$31K Sell
313
-45
-13% -$4.4K 0.01% 78
2024
Q4 		$34.7K Sell
358
-14,086
-98% -$1.39M 0.01% 69
2024
Q3 		$1.44M Sell
14,444
-253
-2% -$25.2K 0.57% 23
2024
Q2 		$1.45M Sell
14,697
-616
-4% -$59.5K 0.59% 23
2024
Q1 		$1.46M Sell
15,313
-508
-3% -$49.7K 0.63% 23
2023
Q4 		$1.56M Buy
+15,821
New +$1.51M 0.65% 22

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

Bear Mountain Capital's AGG Position: Q2 2026 in Review

Bear Mountain Capital reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 4.8% in Q2 2026, selling an estimated $1.48K and leaving 299 shares worth $29.3K. The position accounts for 0.01% of the portfolio, ranked #74.

Bear Mountain Capital first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.56M in Q4 2023. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Bear Mountain Capital held 299 shares of iShares Core US Aggregate Bond ETF worth $29.3K as of Q2 2026.
  • Bear Mountain Capital sold 15 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.48K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #74 holding.
  • Bear Mountain Capital first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Bear Mountain Capital's iShares Core US Aggregate Bond ETF position peaked at $1.56M in Q4 2023.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.