CIM
AGG icon

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

Capital Investment 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 		$2.03M Sell
20,474
-11
-0.1% -$1.09K 0.62% 40
2026
Q1 		$2.03M Buy
20,485
+778
+4% +$77.8K 0.7% 36
2025
Q4 		$1.97M Buy
+19,707
New +$1.98M 0.69% 35

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
CI
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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Capital Investment Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.05% in Q2 2026, selling an estimated $1.09K and leaving 20,474 shares worth $2.03M. The position accounts for 0.62% of the portfolio, ranked #40.

Capital Investment Management first reported a position in AGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.03M in Q1 2026. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Capital Investment Management held 20,474 shares of iShares Core US Aggregate Bond ETF worth $2.03M as of Q2 2026.
  • Capital Investment Management sold 11 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.09K.
  • iShares Core US Aggregate Bond ETF made up 0.62% of Capital Investment Management's portfolio in Q2 2026, its #40 holding.
  • Capital Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Capital Investment Management's iShares Core US Aggregate Bond ETF position peaked at $2.03M in Q1 2026.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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