C.M. Bidwell & Associates’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
Q1 | $937K | Buy |
9,440
+564
| +6% | +$56.4K | 0.44% | 41 |
|
|
2025
Q4 | $887K | Buy |
8,876
+675
| +8% | +$67.7K | 0.42% | 43 |
|
|
2025
Q3 | $822K | Buy |
8,201
+1,795
| +28% | +$178K | 0.4% | 48 |
|
|
2025
Q2 | $635K | Buy |
6,406
+180
| +3% | +$17.6K | 0.33% | 57 |
|
|
2025
Q1 | $616K | Sell |
6,226
-60
| -1% | -$5.87K | 0.37% | 54 |
|
|
2024
Q4 | $609K | Buy |
6,286
+345
| +6% | +$34K | 0.37% | 53 |
|
|
2024
Q3 | $602K | Buy |
5,941
+260
| +5% | +$25.9K | 0.37% | 52 |
|
|
2024
Q2 | $551K | Sell |
5,681
-2,240
| -28% | -$216K | 0.37% | 50 |
|
|
2024
Q1 | $776K | Buy |
7,921
+2,034
| +35% | +$199K | 0.53% | 41 |
|
|
2023
Q4 | $584K | Sell |
5,887
-199
| -3% | -$18.9K | 0.43% | 45 |
|
|
2023
Q3 | $572K | Buy |
6,086
+1,091
| +22% | +$105K | 0.44% | 41 |
|
|
2023
Q2 | $489K | Sell |
4,995
-2,419
| -33% | -$239K | 0.36% | 47 |
|
|
2023
Q1 | $739K | Sell |
7,414
-150
| -2% | -$14.8K | 0.56% | 35 |
|
|
2022
Q4 | $734K | Sell |
7,564
-1,224
| -14% | -$118K | 0.58% | 35 |
|
|
2022
Q3 | $847K | Sell |
8,788
-1,195
| -12% | -$121K | 0.7% | 33 |
|
|
2022
Q2 | $1.01M | Sell |
9,983
-1,189
| -11% | -$122K | 0.8% | 29 |
|
|
2022
Q1 | $1.2M | Sell |
11,172
-257
| -2% | -$28.3K | 0.78% | 30 |
|
|
2021
Q4 | $1.3M | Sell |
11,429
-14,172
| -55% | -$1.62M | 0.8% | 29 |
|
|
2021
Q3 | $2.94M | Buy |
25,601
+187
| +0.7% | +$21.7K | 1.95% | 12 |
|
|
2021
Q2 | $2.93M | Buy |
25,414
+1,435
| +6% | +$164K | 1.92% | 12 |
|
|
2021
Q1 | $2.73M | Buy |
23,979
+2,019
| +9% | +$234K | 1.99% | 15 |
|
|
2020
Q4 | $2.6M | Sell |
21,960
-1,854
| -8% | -$218K | 2.13% | 15 |
|
|
2020
Q3 | $2.81M | Buy |
23,814
+3,797
| +19% | +$450K | 2.59% | 6 |
|
|
2020
Q2 | $2.37M | Buy |
20,017
+179
| +0.9% | +$21K | 2.16% | 12 |
|
|
2020
Q1 | $2.29M | Buy |
19,838
+2,855
| +17% | +$325K | 2.41% | 7 |
|
|
2019
Q4 | $1.91M | Buy |
16,983
+4,755
| +39% | +$536K | 1.72% | 15 |
|
|
2019
Q3 | $1.38M | Buy |
12,228
+814
| +7% | +$91.5K | 1.37% | 13 |
|
|
2019
Q2 | $1.27M | Buy |
11,414
+5,270
| +86% | +$576K | 1.26% | 13 |
|
|
2019
Q1 | $670K | Buy |
6,144
+35
| +0.6% | +$3.75K | 0.67% | 33 |
|
|
2018
Q4 | $651K | Sell |
6,109
-1,320
| -18% | -$138K | 0.71% | 25 |
|
|
2018
Q3 | $784K | Sell |
7,429
-68
| -0.9% | -$7.21K | 0.74% | 32 |
|
|
2018
Q2 | $797K | Buy |
7,497
+25
| +0.3% | +$2.65K | 0.74% | 29 |
|
|
2018
Q1 | $801K | Buy |
7,472
+4,312
| +136% | +$463K | 0.73% | 33 |
|
|
2017
Q4 | $345K | Buy |
+3,160
| New | +$345K | 0.3% | 101 |
|
Other funds holding AGG
C.M. Bidwell & Associates's AGG Position: Q1 2026 in Review
C.M. Bidwell & Associates increased its iShares Core US Aggregate Bond ETF (AGG) stake by 6.4% in Q1 2026, buying an estimated $56.4K and bringing the position to 9,440 shares worth $937K. The position accounts for 0.44% of the portfolio, ranked #41.
C.M. Bidwell & Associates first reported a position in AGG in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.94M in Q3 2021. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.
- C.M. Bidwell & Associates held 9,440 shares of iShares Core US Aggregate Bond ETF worth $937K as of Q1 2026.
- C.M. Bidwell & Associates bought 564 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $56.4K.
- iShares Core US Aggregate Bond ETF made up 0.44% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #41 holding.
- C.M. Bidwell & Associates first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 34 quarters since.
- C.M. Bidwell & Associates's iShares Core US Aggregate Bond ETF position peaked at $2.94M in Q3 2021.
- 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.
Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.