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Caitlin John’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Caitlin John’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 		$60.7K Hold
613
– – 0.03% 336
2026
Q1 		$60.9K Buy
613
+81
+15% +$8.1K 0.04% 284
2025
Q4 		$53.1K Sell
532
-8
-1% -$803 0.03% 306
2025
Q3 		$54.1K Buy
+540
New +$53.6K 0.04% 250
2025
Q1 		– Sell
-540
Closed -$52.3K – 147
2024
Q4 		$52.3K Hold
540
– – 0.03% 225
2024
Q3 		$52.8K Hold
540
– – 0.03% 225
2024
Q2 		$52.4K Hold
540
– – 0.04% 240
2024
Q1 		$52.9K Sell
540
-19
-3% -$1.86K 0.04% 225
2023
Q4 		$55.5K Buy
+559
New +$53.2K 0.05% 196

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

Caitlin John's AGG Position: Q2 2026 in Review

Caitlin John held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 613 shares worth $60.7K. The position accounts for 0.03% of the portfolio, ranked #336.

Caitlin John first reported a position in AGG in Q4 2023 and has held it in 9 quarters since. The position peaked at $60.9K in Q1 2026. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Caitlin John held 613 shares of iShares Core US Aggregate Bond ETF worth $60.7K as of Q2 2026.
  • Caitlin John left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Caitlin John's portfolio in Q2 2026, its #336 holding.
  • Caitlin John first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's iShares Core US Aggregate Bond ETF position peaked at $60.9K in Q1 2026.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.