Burney Company’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $428K | Buy |
4,325
+728
| +20% | +$72K | 0.01% | 482 |
|
|
2026
Q1 | $357K | Sell |
3,597
-89
| -2% | -$8.9K | 0.01% | 477 |
|
|
2025
Q4 | $368K | Sell |
3,686
-1,038
| -22% | -$104K | 0.01% | 493 |
|
|
2025
Q3 | $474K | Buy |
4,724
+14
| +0.3% | +$1.39K | 0.02% | 423 |
|
|
2025
Q2 | $467K | Sell |
4,710
-2,127
| -31% | -$208K | 0.02% | 425 |
|
|
2025
Q1 | $676K | Buy |
6,837
+1,183
| +21% | +$116K | 0.02% | 367 |
|
|
2024
Q4 | $548K | Hold |
5,654
| – | – | 0.02% | 411 |
|
|
2024
Q3 | $573K | Sell |
5,654
-49
| -0.9% | -$4.89K | 0.02% | 412 |
|
|
2024
Q2 | $554K | Buy |
5,703
+134
| +2% | +$12.9K | 0.02% | 405 |
|
|
2024
Q1 | $545K | Sell |
5,569
-935
| -14% | -$91.5K | 0.02% | 421 |
|
|
2023
Q4 | $646K | Sell |
6,504
-311
| -5% | -$29.6K | 0.03% | 385 |
|
|
2023
Q3 | $641K | Sell |
6,815
-419
| -6% | -$40.4K | 0.03% | 368 |
|
|
2023
Q2 | $709K | Sell |
7,234
-67
| -0.9% | -$6.62K | 0.03% | 355 |
|
|
2023
Q1 | $727K | Sell |
7,301
-2,570
| -26% | -$254K | 0.04% | 354 |
|
|
2022
Q4 | $957K | Buy |
9,871
+166
| +2% | +$16.1K | 0.05% | 306 |
|
|
2022
Q3 | $935K | Sell |
9,705
-40
| -0.4% | -$4.04K | 0.05% | 310 |
|
|
2022
Q2 | $991K | Sell |
9,745
-713
| -7% | -$73.3K | 0.05% | 301 |
|
|
2022
Q1 | $1.12M | Sell |
10,458
-95
| -0.9% | -$10.5K | 0.05% | 312 |
|
|
2021
Q4 | $1.2M | Buy |
10,553
+1,784
| +20% | +$204K | 0.05% | 301 |
|
|
2021
Q3 | $1.01M | Buy |
8,769
+47
| +0.5% | +$5.45K | 0.05% | 308 |
|
|
2021
Q2 | $1.01M | Buy |
8,722
+654
| +8% | +$74.9K | 0.05% | 317 |
|
|
2021
Q1 | $918K | Buy |
8,068
+43
| +0.5% | +$4.98K | 0.05% | 320 |
|
|
2020
Q4 | $948K | Buy |
8,025
+324
| +4% | +$38.2K | 0.05% | 293 |
|
|
2020
Q3 | $909K | Buy |
7,701
+1,027
| +15% | +$122K | 0.06% | 289 |
|
|
2020
Q2 | $789K | Sell |
6,674
-5,478
| -45% | -$641K | 0.05% | 290 |
|
|
2020
Q1 | $1.4M | Sell |
12,152
-1,156
| -9% | -$132K | 0.11% | 199 |
|
|
2019
Q4 | $1.5M | Buy |
13,308
+1,365
| +11% | +$154K | 0.08% | 226 |
|
|
2019
Q3 | $1.35M | Sell |
11,943
-778
| -6% | -$87.5K | 0.08% | 227 |
|
|
2019
Q2 | $1.42M | Buy |
12,721
+764
| +6% | +$83.5K | 0.09% | 229 |
|
|
2019
Q1 | $1.3M | Buy |
11,957
+286
| +2% | +$30.7K | 0.08% | 236 |
|
|
2018
Q4 | $1.24M | Sell |
11,671
-184
| -2% | -$19.3K | 0.09% | 222 |
|
|
2018
Q3 | $1.25M | Buy |
11,855
+4,874
| +70% | +$517K | 0.07% | 233 |
|
|
2018
Q2 | $742K | Buy |
6,981
+1,265
| +22% | +$134K | 0.04% | 281 |
|
|
2018
Q1 | $613K | Sell |
5,716
-1,290
| -18% | -$138K | 0.04% | 277 |
|
|
2017
Q4 | $766K | Buy |
7,006
+1,820
| +35% | +$199K | 0.04% | 266 |
|
|
2017
Q3 | $569K | Buy |
5,186
+2,863
| +123% | +$314K | 0.04% | 270 |
|
|
2017
Q2 | $255K | Buy |
+2,323
| New | +$254K | 0.02% | 347 |
|
|
2015
Q3 | – | Sell |
-1,928
| Closed | -$210K | – | 370 |
|
|
2015
Q2 | $210K | Buy |
+1,928
| New | +$212K | 0.01% | 381 |
|
Other funds holding AGG
Burney Company's AGG Position: Q2 2026 in Review
Burney Company increased its iShares Core US Aggregate Bond ETF (AGG) stake by 20% in Q2 2026, buying an estimated $72K and bringing the position to 4,325 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #482.
Burney Company first reported a position in AGG in Q2 2015 and has held it in 38 quarters since. The position peaked at $1.5M in Q4 2019. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.
- Burney Company held 4,325 shares of iShares Core US Aggregate Bond ETF worth $428K as of Q2 2026.
- Burney Company bought 728 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $72K.
- iShares Core US Aggregate Bond ETF made up 0.01% of Burney Company's portfolio in Q2 2026, its #482 holding.
- Burney Company first reported a position in iShares Core US Aggregate Bond ETF in Q2 2015 and has held it in 38 quarters since.
- Burney Company's iShares Core US Aggregate Bond ETF position peaked at $1.5M in Q4 2019.
- 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.
Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.