Chandler Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Chandler Asset 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 Q1	$3.42M	Hold	34,482	–	–	0.52%	17
2025 Q4	$3.44M	Hold	34,482	–	–	0.55%	14
2025 Q3	$3.46M	Buy	34,482 +13,578	+65%	+$1.35M	0.57%	14
2025 Q2	$2.07M	Hold	20,904	–	–	0.37%	16
2025 Q1	$2.07M	Hold	20,904	–	–	0.39%	16
2024 Q4	$2.03M	Hold	20,904	–	–	0.39%	13
2024 Q3	$2.12M	Hold	20,904	–	–	0.4%	13
2024 Q2	$2.03M	Hold	20,904	–	–	0.41%	13
2024 Q1	$2.05M	Hold	20,904	–	–	0.42%	13
2023 Q4	$2.07M	Hold	20,904	–	–	0.48%	13
2023 Q3	$1.97M	Hold	20,904	–	–	0.48%	13
2023 Q2	$2.05M	Hold	20,904	–	–	0.54%	13
2023 Q1	$2.08M	Hold	20,904	–	–	0.49%	13
2022 Q4	$2.01M	Hold	20,904	–	–	0.58%	12
2022 Q3	$2.01M	Hold	20,904	–	–	0.58%	12
2022 Q2	$2.13M	Hold	20,904	–	–	0.6%	12
2022 Q1	$2.24M	Hold	20,904	–	–	0.55%	12
2021 Q4	$2.38M	Hold	20,904	–	–	0.56%	12
2021 Q3	$2.4M	Hold	20,904	–	–	0.63%	12
2021 Q2	$2.41M	Hold	20,904	–	–	0.63%	12
2021 Q1	$2.38M	Hold	20,904	–	–	0.68%	13
2020 Q4	$2.47M	Hold	20,904	–	–	0.76%	12
2020 Q3	$2.47M	Hold	20,904	–	–	0.89%	12
2020 Q2	$2.47M	Hold	20,904	–	–	1.08%	11
2020 Q1	$2.41M	Hold	20,904	–	–	1.26%	12
2019 Q4	$2.35M	Hold	20,904	–	–	0.98%	12
2019 Q3	$2.37M	Buy	20,904 +12,117	+138%	+$1.36M	1.06%	12
2019 Q2	$978K	Hold	8,787	–	–	0.61%	13
2019 Q1	$958K	Hold	8,787	–	–	0.62%	13
2018 Q4	$927K	Hold	8,787	–	–	0.64%	13
2018 Q3	$927K	Buy	+8,787	New	+$932K	0.64%	13

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Chandler Asset Management's AGG Position: Q1 2026 in Review

Chandler Asset Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2026 at 34,482 shares worth $3.42M. The position accounts for 0.52% of the portfolio, ranked #17.

Chandler Asset Management first reported a position in AGG in Q3 2018 and has held it in 31 quarters since. The position peaked at $3.46M in Q3 2025. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Chandler Asset Management held 34,482 shares of iShares Core US Aggregate Bond ETF worth $3.42M as of Q1 2026.
Chandler Asset Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2026.
iShares Core US Aggregate Bond ETF made up 0.52% of Chandler Asset Management's portfolio in Q1 2026, its #17 holding.
Chandler Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2018 and has held it in 31 quarters since.
Chandler Asset Management's iShares Core US Aggregate Bond ETF position peaked at $3.46M in Q3 2025.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Chandler Asset Management's 13F filing for Q1 2026, filed 14 May 2026.