Childress Capital Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Childress Capital Advisors’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	$1.05M	Hold	10,646	–	–	0.17%	91
2026 Q1	$1.06M	Buy	10,646 +107	+1%	+$10.7K	0.19%	81
2025 Q4	$1.05M	Buy	10,539 +1,379	+15%	+$138K	0.17%	93
2025 Q3	$918K	Buy	9,160 +730	+9%	+$72.4K	0.17%	90
2025 Q2	$836K	Buy	8,430 +100	+1%	+$9.8K	0.21%	79
2025 Q1	$824K	Buy	8,330 +30	+0.4%	+$2.93K	0.24%	63
2024 Q4	$804K	Buy	8,300 +1,050	+14%	+$103K	0.22%	65
2024 Q3	$734K	Buy	7,250 +409	+6%	+$40.8K	0.2%	75
2024 Q2	$664K	Buy	6,841 +400	+6%	+$38.6K	0.19%	80
2024 Q1	$631K	Buy	6,441 +515	+9%	+$50.4K	0.18%	80
2023 Q4	$588K	Buy	5,926 +178	+3%	+$16.9K	0.18%	79
2023 Q3	$541K	Buy	5,748 +197	+4%	+$19K	0.18%	80
2023 Q2	$544K	Buy	5,551 +301	+6%	+$29.8K	0.23%	54
2023 Q1	$523K	Hold	5,250	–	–	0.23%	49
2022 Q4	$509K	Buy	5,250 +10	+0.2%	+$967	0.17%	88
2022 Q3	$505K	Hold	5,240	–	–	0.2%	83
2022 Q2	$533K	Hold	5,240	–	–	0.21%	79
2022 Q1	$561K	Buy	5,240 +450	+9%	+$49.5K	0.2%	89
2021 Q4	$546K	Buy	4,790 +215	+5%	+$24.6K	0.23%	81
2021 Q3	$525K	Buy	4,575 +336	+8%	+$38.9K	0.21%	86
2021 Q2	$488K	Buy	4,239 +839	+25%	+$96.1K	0.22%	75
2021 Q1	$387K	Buy	+3,400	New	+$394K	0.18%	106

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Childress Capital Advisors's AGG Position: Q2 2026 in Review

Childress Capital Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 10,646 shares worth $1.05M. The position accounts for 0.17% of the portfolio, ranked #91.

Childress Capital Advisors first reported a position in AGG in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.06M in Q1 2026. 2,092 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Childress Capital Advisors held 10,646 shares of iShares Core US Aggregate Bond ETF worth $1.05M as of Q2 2026.
Childress Capital Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.17% of Childress Capital Advisors's portfolio in Q2 2026, its #91 holding.
Childress Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 22 quarters since.
Childress Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.06M in Q1 2026.
2,092 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Childress Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.