Cheviot Value Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cheviot Value 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	$3.47M	Buy	34,955 +3,600	+11%	+$360K	0.35%	39
2025 Q4	$3.14M	Sell	31,355 -3,891	-11%	-$390K	0.31%	40
2025 Q3	$3.57M	Buy	35,246 +349	+1%	+$34.6K	0.38%	40
2025 Q2	$3.45M	Buy	34,897 +279	+0.8%	+$27.3K	0.4%	38
2025 Q1	$3.38M	Buy	+34,618	New	+$3.38M	0.42%	36

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

Cheviot Value Management's AGG Position: Q1 2026 in Review

Cheviot Value Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 11% in Q1 2026, buying an estimated $360K and bringing the position to 34,955 shares worth $3.47M. The position accounts for 0.35% of the portfolio, ranked #39.

Cheviot Value Management first reported a position in AGG in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.57M in Q3 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Cheviot Value Management held 34,955 shares of iShares Core US Aggregate Bond ETF worth $3.47M as of Q1 2026.
Cheviot Value Management bought 3,600 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $360K.
iShares Core US Aggregate Bond ETF made up 0.35% of Cheviot Value Management's portfolio in Q1 2026, its #39 holding.
Cheviot Value Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 5 quarters since.
Cheviot Value Management's iShares Core US Aggregate Bond ETF position peaked at $3.57M in Q3 2025.
2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.