CCM
AGG icon

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

Chilton 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 		$254K Hold
2,570
– – 0.01% 211
2026
Q1 		$255K Hold
2,570
– – 0.01% 215
2025
Q4 		$257K Hold
2,570
– – 0.01% 203
2025
Q3 		$258K Hold
2,570
– – 0.01% 209
2025
Q2 		$255K Hold
2,570
– – 0.01% 206
2025
Q1 		$254K Hold
2,570
– – 0.01% 202
2024
Q4 		$249K Sell
2,570
-17
-0.7% -$1.67K 0.01% 205
2024
Q3 		$262K Hold
2,587
– – 0.01% 200
2024
Q2 		$251K Buy
2,587
+2,545
+6,060% +$246K 0.01% 208
2024
Q1 		$4.11K Sell
42
-50
-54% -$4.89K ﹤0.01% 517
2023
Q4 		$9.13K Buy
92
+75
+441% +$7.14K ﹤0.01% 478
2023
Q3 		$1.6K Hold
17
– – ﹤0.01% 487
2023
Q2 		$1.67K Sell
17
-176
-91% -$17.4K ﹤0.01% 513
2023
Q1 		$19.2K Buy
+193
New +$19.1K ﹤0.01% 415
2022
Q3 		– Sell
-507
Closed -$52K – 221
2022
Q2 		$52K Buy
+507
New +$52.1K ﹤0.01% 319
2022
Q1 		– Sell
-883
Closed -$101K – 231
2021
Q4 		$101K Buy
+883
New +$101K 0.01% 278
2021
Q3 		– Sell
-2,030
Closed -$234K – 213
2021
Q2 		$234K Buy
2,030
+264
+15% +$30.2K 0.01% 193
2021
Q1 		$201K Buy
+1,766
New +$204K 0.01% 191
2014
Q1 		– Sell
-232
Closed -$24.7K – 166
2013
Q4 		$24.7K Hold
232
– – ﹤0.01% 279
2013
Q3 		$24.9K Sell
232
-75
-24% -$7.99K ﹤0.01% 279
2013
Q2 		$33K Buy
+307
New +$33.7K ﹤0.01% 276

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

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

Chilton Capital Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 2,570 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #211.

Chilton Capital Management first reported a position in AGG in Q2 2013 and has held it in 21 quarters since. The position peaked at $262K in Q3 2024. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Chilton Capital Management held 2,570 shares of iShares Core US Aggregate Bond ETF worth $254K as of Q2 2026.
  • Chilton Capital Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Chilton Capital Management's portfolio in Q2 2026, its #211 holding.
  • Chilton Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 21 quarters since.
  • Chilton Capital Management's iShares Core US Aggregate Bond ETF position peaked at $262K in Q3 2024.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.