Chris Bulman’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Chris Bulman’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	$1.94M	Sell	19,594 -2,328	-11%	-$230K	0.71%	34
2026 Q1	$2.18M	Sell	21,922 -3,916	-15%	-$392K	0.95%	31
2025 Q4	$2.58M	Buy	25,838 +6,100	+31%	+$612K	1.14%	25
2025 Q3	$1.98M	Sell	19,738 -6,221	-24%	-$617K	0.99%	27
2025 Q2	$2.58M	Sell	25,959 -984	-4%	-$96.4K	1.47%	19
2025 Q1	$2.67M	Sell	26,943 -2,456	-8%	-$240K	1.68%	14
2024 Q4	$2.85M	Sell	29,399 -22,012	-43%	-$2.17M	1.82%	14
2024 Q3	$5.21M	Buy	51,411 +4,206	+9%	+$420K	3.54%	8
2024 Q2	$4.58M	Buy	+47,205	New	+$4.56M	3.13%	8

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

Chris Bulman's AGG Position: Q2 2026 in Review

Chris Bulman reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 11% in Q2 2026, selling an estimated $230K and leaving 19,594 shares worth $1.94M. The position accounts for 0.71% of the portfolio, ranked #34.

Chris Bulman first reported a position in AGG in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.21M in Q3 2024. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Chris Bulman held 19,594 shares of iShares Core US Aggregate Bond ETF worth $1.94M as of Q2 2026.
Chris Bulman sold 2,328 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $230K.
iShares Core US Aggregate Bond ETF made up 0.71% of Chris Bulman's portfolio in Q2 2026, its #34 holding.
Chris Bulman first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Chris Bulman's iShares Core US Aggregate Bond ETF position peaked at $5.21M in Q3 2024.
2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.