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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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Childress Capital Advisors's AGG Position: Q1 2026 in Review

Childress Capital Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1% in Q1 2026, buying an estimated $10.7K and bringing the position to 10,646 shares worth $1.06M. The position accounts for 0.19% of the portfolio, ranked #81.

Childress Capital Advisors first reported a position in AGG in Q1 2021 and has held it in 21 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Childress Capital Advisors held 10,646 shares of iShares Core US Aggregate Bond ETF worth $1.06M as of Q1 2026.
  • Childress Capital Advisors bought 107 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $10.7K.
  • iShares Core US Aggregate Bond ETF made up 0.19% of Childress Capital Advisors's portfolio in Q1 2026, its #81 holding.
  • Childress Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Childress Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.