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Caldwell Sutter Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Caldwell Sutter Capital’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 		$125K Sell
1,261
-168
-12% -$16.6K 0.05% 278
2026
Q1 		$142K Hold
1,429
– – 0.06% 258
2025
Q4 		$143K Hold
1,429
– – 0.06% 250
2025
Q3 		$143K Buy
1,429
+4
+0.3% +$397 0.06% 248
2025
Q2 		$141K Hold
1,425
– – 0.06% 239
2025
Q1 		$141K Sell
1,425
-48
-3% -$4.69K 0.07% 238
2024
Q4 		$143K Sell
1,473
-23
-2% -$2.27K 0.07% 238
2024
Q3 		$152K Sell
1,496
-4
-0.3% -$399 0.07% 236
2024
Q2 		$146K Sell
1,500
-51
-3% -$4.92K 0.07% 233
2024
Q1 		$152K Buy
1,551
+87
+6% +$8.52K 0.07% 233
2023
Q4 		$145K Buy
1,464
+414
+39% +$39.4K 0.07% 228
2023
Q3 		$98.7K Buy
1,050
+150
+17% +$14.4K 0.05% 256
2023
Q2 		$88.2K Buy
900
+761
+547% +$75.2K 0.05% 265
2023
Q1 		$13.8K Buy
+139
New +$13.7K 0.01% 373

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

Caldwell Sutter Capital's AGG Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 12% in Q2 2026, selling an estimated $16.6K and leaving 1,261 shares worth $125K. The position accounts for 0.05% of the portfolio, ranked #278.

Caldwell Sutter Capital first reported a position in AGG in Q1 2023 and has held it in 14 quarters since. The position peaked at $152K in Q1 2024. 2,097 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Caldwell Sutter Capital held 1,261 shares of iShares Core US Aggregate Bond ETF worth $125K as of Q2 2026.
  • Caldwell Sutter Capital sold 168 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $16.6K.
  • iShares Core US Aggregate Bond ETF made up 0.05% of Caldwell Sutter Capital's portfolio in Q2 2026, its #278 holding.
  • Caldwell Sutter Capital first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's iShares Core US Aggregate Bond ETF position peaked at $152K in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.