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Chesley Taft & Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Chesley Taft & Associates’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 		$8.31M Buy
83,979
+3,604
+4% +$357K 0.32% 65
2026
Q1 		$7.98M Buy
80,375
+392
+0.5% +$39.2K 0.33% 69
2025
Q4 		$7.99M Buy
79,983
+3,291
+4% +$330K 0.32% 70
2025
Q3 		$7.69M Sell
76,692
-3,810
-5% -$378K 0.33% 69
2025
Q2 		$7.99M Buy
80,502
+760
+1% +$74.5K 0.36% 68
2025
Q1 		$7.89M Sell
79,742
-2,695
-3% -$263K 0.38% 65
2024
Q4 		$7.99M Sell
82,437
-30,345
-27% -$2.99M 0.37% 63
2024
Q3 		$11.4M Buy
112,782
+2,175
+2% +$217K 0.54% 52
2024
Q2 		$10.7M Buy
110,607
+3,999
+4% +$386K 0.54% 51
2024
Q1 		$10.4M Sell
106,608
-515
-0.5% -$50.4K 0.53% 51
2023
Q4 		$10.6M Sell
107,123
-12,328
-10% -$1.17M 0.6% 49
2023
Q3 		$11.2M Buy
119,451
+9,390
+9% +$904K 0.73% 41
2023
Q2 		$10.8M Buy
110,061
+6,050
+6% +$598K 0.66% 43
2023
Q1 		$10.4M Buy
104,011
+3,927
+4% +$388K 0.68% 42
2022
Q4 		$9.71M Sell
100,084
-6,840
-6% -$662K 0.67% 45
2022
Q3 		$10.3M Buy
106,924
+2,605
+2% +$263K 0.76% 37
2022
Q2 		$10.6M Sell
104,319
-3,896
-4% -$400K 0.72% 38
2022
Q1 		$11.3M Sell
108,215
-24,005
-18% -$2.64M 0.66% 45
2021
Q4 		$15.1M Buy
132,220
+1,455
+1% +$166K 0.78% 32
2021
Q3 		$15M Buy
130,765
+2,630
+2% +$305K 0.86% 30
2021
Q2 		$14.8M Sell
128,135
-330
-0.3% -$37.8K 0.85% 32
2021
Q1 		$14.6M Sell
128,465
-4,955
-4% -$574K 0.87% 31
2020
Q4 		$15.8M Buy
133,420
+3,715
+3% +$438K 1.01% 27
2020
Q3 		$15.3M Buy
129,705
+30,670
+31% +$3.64M 1.09% 27
2020
Q2 		$11.7M Buy
99,035
+8,505
+9% +$996K 0.89% 33
2020
Q1 		$10.4M Buy
90,530
+13,462
+17% +$1.53M 0.95% 33
2019
Q4 		$8.66M Buy
77,068
+12,084
+19% +$1.36M 0.62% 50
2019
Q3 		$7.35M Buy
64,984
+8,089
+14% +$909K 0.57% 54
2019
Q2 		$6.33M Buy
56,895
+15,965
+39% +$1.75M 0.49% 59
2019
Q1 		$4.46M Buy
40,930
+5,353
+15% +$574K 0.37% 67
2018
Q4 		$3.79M Sell
35,577
-1,850
-5% -$194K 0.37% 71
2018
Q3 		$3.95M Buy
37,427
+6,060
+19% +$643K 0.31% 76
2018
Q2 		$3.33M Sell
31,367
-900
-3% -$95.4K 0.29% 83
2018
Q1 		$3.46M Sell
32,267
-575
-2% -$61.7K 0.31% 83
2017
Q4 		$3.59M Sell
32,842
-675
-2% -$73.8K 0.3% 85
2017
Q3 		$3.67M Buy
33,517
+1,510
+5% +$166K 0.32% 82
2017
Q2 		$3.5M Buy
32,007
+850
+3% +$92.9K 0.32% 84
2017
Q1 		$3.38M Sell
31,157
-450
-1% -$48.7K 0.32% 83
2016
Q4 		$3.42M Buy
31,607
+95
+0.3% +$10.4K 0.34% 78
2016
Q3 		$3.54M Buy
31,512
+1,525
+5% +$171K 0.36% 77
2016
Q2 		$3.38M Buy
29,987
+250
+0.8% +$27.8K 0.35% 81
2016
Q1 		$3.3M Buy
29,737
+300
+1% +$32.8K 0.35% 82
2015
Q4 		$3.18M Buy
+29,437
New +$3.2M 0.33% 86
2014
Q1 		– Sell
-30,041
Closed -$3.2M – 249
2013
Q4 		$3.2M Buy
30,041
+300
+1% +$32.1K 0.32% 88
2013
Q3 		$3.19M Sell
29,741
-2,115
-7% -$225K 0.35% 83
2013
Q2 		$3.42M Buy
+31,856
New +$3.5M 0.4% 76

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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Chesley Taft & Associates's AGG Position: Q2 2026 in Review

Chesley Taft & Associates increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.5% in Q2 2026, buying an estimated $357K and bringing the position to 83,979 shares worth $8.31M. The position accounts for 0.32% of the portfolio, ranked #65.

Chesley Taft & Associates first reported a position in AGG in Q2 2013 and has held it in 46 quarters since. The position peaked at $15.8M in Q4 2020. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Chesley Taft & Associates held 83,979 shares of iShares Core US Aggregate Bond ETF worth $8.31M as of Q2 2026.
  • Chesley Taft & Associates bought 3,604 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $357K.
  • iShares Core US Aggregate Bond ETF made up 0.32% of Chesley Taft & Associates's portfolio in Q2 2026, its #65 holding.
  • Chesley Taft & Associates first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 46 quarters since.
  • Chesley Taft & Associates's iShares Core US Aggregate Bond ETF position peaked at $15.8M in Q4 2020.
  • 406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.