CCM
AGG icon

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

Chaney Capital 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 		$56.8M Sell
574,238
-1,631
-0.3% -$161K 17.87% 1
2026
Q1 		$57.2M Buy
575,869
+488
+0.1% +$48.8K 20.15% 1
2025
Q4 		$57.5M Buy
575,381
+18,054
+3% +$1.81M 19.83% 1
2025
Q3 		$55.9M Buy
557,327
+40,813
+8% +$4.05M 19.82% 1
2025
Q2 		$51.2M Buy
516,514
+70,630
+16% +$6.92M 20.1% 1
2025
Q1 		$44.1M Buy
445,884
+183,381
+70% +$17.9M 19.65% 1
2024
Q4 		$25.4M Buy
+262,503
New +$25.9M 12.04% 3

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

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

Chaney Capital Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.28% in Q2 2026, selling an estimated $161K and leaving 574,238 shares worth $56.8M. The position accounts for 17.87% of the portfolio, ranked #1.

Chaney Capital Management first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $57.5M in Q4 2025. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Chaney Capital Management held 574,238 shares of iShares Core US Aggregate Bond ETF worth $56.8M as of Q2 2026.
  • Chaney Capital Management sold 1,631 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $161K.
  • iShares Core US Aggregate Bond ETF made up 17.87% of Chaney Capital Management's portfolio in Q2 2026, its #1 holding.
  • Chaney Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Chaney Capital Management's iShares Core US Aggregate Bond ETF position peaked at $57.5M in Q4 2025.
  • 2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Chaney Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.