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

BTC 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 Q2	$1.02M	Hold	10,340	–	–	0.06%	144
2026 Q1	$1.03M	Hold	10,340	–	–	0.07%	145
2025 Q4	$1.03M	Sell	10,340 -12	-0.1%	-$1.2K	0.07%	142
2025 Q3	$1.04M	Hold	10,352	–	–	0.07%	134
2025 Q2	$1.03M	Sell	10,352 -19	-0.2%	-$1.86K	0.08%	134
2025 Q1	$1.03M	Sell	10,371 -264	-2%	-$25.8K	0.09%	129
2024 Q4	$1.03M	Sell	10,635 -50	-0.5%	-$4.92K	0.1%	129
2024 Q3	$1.08M	Sell	10,685 -71	-0.7%	-$7.08K	0.1%	128
2024 Q2	$1.04M	Hold	10,756	–	–	0.1%	130
2024 Q1	$1.05M	Buy	+10,756	New	+$1.05M	0.1%	129
2023 Q3	$1.04M	Hold	11,037	–	–	0.12%	129
2023 Q2	$1.08M	Sell	11,037 -1,232	-10%	-$122K	0.12%	130
2023 Q1	$1.22M	Sell	12,269 -457	-4%	-$45.2K	0.14%	116
2022 Q4	$1.23M	Sell	12,726 -12,577	-50%	-$1.22M	0.15%	117
2022 Q3	$2.44M	Sell	25,303 -10,282	-29%	-$1.04M	0.32%	95
2022 Q2	$3.62M	Buy	35,585 +24,548	+222%	+$2.52M	0.44%	79
2022 Q1	$1.18M	Sell	11,037 -2,966	-21%	-$326K	0.12%	127
2021 Q4	$1.6M	Buy	14,003 +2,966	+27%	+$339K	0.16%	115
2021 Q3	$1.27M	Hold	11,037	–	–	0.14%	115
2021 Q2	$1.27M	Hold	11,037	–	–	0.14%	105
2021 Q1	$1.25M	Hold	11,037	–	–	0.14%	107
2020 Q4	$1.3M	Hold	11,037	–	–	0.16%	106
2020 Q3	$1.3M	Hold	11,037	–	–	0.18%	101
2020 Q2	$1.3M	Hold	11,037	–	–	0.2%	99
2020 Q1	$1.27M	Hold	11,037	–	–	0.24%	92
2019 Q4	$1.24M	Hold	11,037	–	–	0.18%	106
2019 Q3	$1.25M	Hold	11,037	–	–	0.2%	101
2019 Q2	$1.23M	Sell	11,037 -459	-4%	-$50.2K	0.2%	105
2019 Q1	$1.25M	Sell	11,496 -2,103	-15%	-$226K	0.2%	107
2018 Q4	$1.45M	Buy	13,599 +2,103	+18%	+$221K	0.26%	103
2018 Q3	$1.21M	Buy	+11,496	New	+$1.22M	0.21%	108
2018 Q2	–	Sell	-13,599	Closed	-$1.46M	–	146
2018 Q1	$1.46M	Buy	+13,599	New	+$1.46M	0.24%	101

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

BTC Capital Management's AGG Position: Q2 2026 in Review

BTC Capital Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 10,340 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #144.

BTC Capital Management first reported a position in AGG in Q1 2018 and has held it in 32 quarters since. The position peaked at $3.62M in Q2 2022. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

BTC Capital Management held 10,340 shares of iShares Core US Aggregate Bond ETF worth $1.02M as of Q2 2026.
BTC Capital Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.06% of BTC Capital Management's portfolio in Q2 2026, its #144 holding.
BTC Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2018 and has held it in 32 quarters since.
BTC Capital Management's iShares Core US Aggregate Bond ETF position peaked at $3.62M in Q2 2022.
1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.