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Carmel Capital Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Carmel Capital Partners’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 		$415K Sell
4,196
-6,125
-59% -$606K 0.14% 93
2026
Q1 		$1.02M Sell
10,321
-16
-0.2% -$1.6K 0.37% 65
2025
Q4 		$1.03M Buy
10,337
+1,505
+17% +$151K 0.36% 64
2025
Q3 		$885K Buy
8,832
+538
+6% +$53.4K 0.37% 63
2025
Q2 		$823K Sell
8,294
-153
-2% -$15K 0.29% 72
2025
Q1 		$836K Buy
8,447
+4,541
+116% +$444K 0.33% 65
2024
Q4 		$379K Sell
3,906
-1,486
-28% -$146K 0.15% 101
2024
Q3 		$546K Buy
5,392
+2,881
+115% +$287K 0.21% 80
2024
Q2 		$244K Buy
2,511
+8
+0.3% +$772 0.1% 134
2024
Q1 		$245K Buy
+2,503
New +$245K 0.1% 138
2023
Q4 		– Sell
-170
Closed -$16K – 161
2023
Q3 		$16K Sell
170
-432
-72% -$41.6K 0.01% 378
2023
Q2 		$59K Hold
602
– – 0.03% 198
2023
Q1 		$60K Buy
+602
New +$59.5K 0.04% 233
2022
Q2 		– Sell
-2,381
Closed -$255K – 115
2022
Q1 		$255K Hold
2,381
– – 0.21% 96
2021
Q4 		$272K Buy
+2,381
New +$272K 0.2% 94

Other funds holding AGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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

Carmel Capital Partners's AGG Position: Q2 2026 in Review

Carmel Capital Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 59% in Q2 2026, selling an estimated $606K and leaving 4,196 shares worth $415K. The position accounts for 0.14% of the portfolio, ranked #93.

Carmel Capital Partners first reported a position in AGG in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.03M in Q4 2025. 1,175 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Carmel Capital Partners held 4,196 shares of iShares Core US Aggregate Bond ETF worth $415K as of Q2 2026.
  • Carmel Capital Partners sold 6,125 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $606K.
  • iShares Core US Aggregate Bond ETF made up 0.14% of Carmel Capital Partners's portfolio in Q2 2026, its #93 holding.
  • Carmel Capital Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • Carmel Capital Partners's iShares Core US Aggregate Bond ETF position peaked at $1.03M in Q4 2025.
  • 1,175 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.