Boltwood Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Boltwood Capital 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 Q1	–	Sell	-2,100	Closed	-$210K	–	185
2025 Q4	$210K	Hold	2,100	–	–	0.05%	178
2025 Q3	$211K	Hold	2,100	–	–	0.06%	172
2025 Q2	$208K	Hold	2,100	–	–	0.06%	170
2025 Q1	$208K	Hold	2,100	–	–	0.06%	169
2024 Q4	$203K	Hold	2,100	–	–	0.06%	168
2024 Q3	$213K	Hold	2,100	–	–	0.06%	169
2024 Q2	$204K	Sell	2,100 -5,450	-72%	-$526K	0.06%	164
2024 Q1	$739K	Hold	7,550	–	–	0.23%	94
2023 Q4	$749K	Hold	7,550	–	–	0.25%	91
2023 Q3	$710K	Buy	+7,550	New	+$727K	0.26%	88

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Boltwood Capital Management's AGG Position: Q1 2026 in Review

Boltwood Capital Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 2,100 shares — an estimated $210K sold.

Boltwood Capital Management first reported a position in AGG in Q3 2023 and held it in 10 quarters. The position peaked at $749K in Q4 2023. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Boltwood Capital Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Boltwood Capital Management sold 2,100 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $210K.
Boltwood Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2023 and held it in 10 quarters.
Boltwood Capital Management's iShares Core US Aggregate Bond ETF position peaked at $749K in Q4 2023.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Boltwood Capital Management's 13F filing for Q1 2026, filed 8 Apr 2026.