Clear Creek Financial Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Clear Creek Financial 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	$1.91M	Sell	19,326 -2,909	-13%	-$288K	0.12%	175
2026 Q1	$2.21M	Buy	22,235 +17,598	+380%	+$1.76M	0.17%	137
2025 Q4	$463K	Sell	4,637 -3,584	-44%	-$360K	0.04%	410
2025 Q3	$824K	Buy	8,221 +972	+13%	+$96.4K	0.07%	266
2025 Q2	$719K	Sell	7,249 -2,810	-28%	-$275K	0.07%	286
2025 Q1	$995K	Buy	10,059 +4,859	+93%	+$475K	0.1%	189
2024 Q4	$504K	Sell	5,200 -152	-3%	-$15K	0.05%	291
2024 Q3	$542K	Sell	5,352 -423	-7%	-$42.2K	0.06%	255
2024 Q2	$560K	Sell	5,775 -1,127	-16%	-$109K	0.07%	238
2024 Q1	$676K	Buy	6,902 +927	+16%	+$90.7K	0.09%	202
2023 Q4	$593K	Buy	5,975 +280	+5%	+$26.6K	0.09%	174
2023 Q3	$536K	Buy	5,695 +299	+6%	+$28.8K	0.09%	159
2023 Q2	$529K	Sell	5,396 -588	-10%	-$58.1K	0.09%	166
2023 Q1	$596K	Buy	5,984 +8	+0.1%	+$791	0.11%	140
2022 Q4	$580K	Buy	5,976 +414	+7%	+$40K	0.13%	136
2022 Q3	$536K	Sell	5,562 -1,294	-19%	-$131K	0.12%	140
2022 Q2	$697K	Sell	6,856 -531	-7%	-$54.6K	0.15%	127
2022 Q1	$791K	Sell	7,387 -1,267	-15%	-$139K	0.12%	140
2021 Q4	$987K	Sell	8,654 -1,176	-12%	-$135K	0.15%	123
2021 Q3	$1.13M	Sell	9,830 -15,982	-62%	-$1.85M	0.18%	120
2021 Q2	$2.98M	Buy	+25,812	New	+$2.96M	0.46%	65
2021 Q1	–	Sell	-36,124	Closed	-$4.27M	–	51
2020 Q4	$4.27M	Sell	36,124 -106,180	-75%	-$12.5M	0.82%	30
2020 Q3	$16.8M	Buy	142,304 +99,601	+233%	+$11.8M	0.76%	31
2020 Q2	$5.05M	Buy	42,703 +36,977	+646%	+$4.33M	1.31%	19
2020 Q1	$671K	Buy	5,726 +3,364	+142%	+$383K	0.25%	58
2019 Q4	$268K	Buy	2,362 +83	+4%	+$9.35K	0.11%	105
2019 Q3	$256K	Buy	+2,279	New	+$256K	0.12%	103

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 22.9% 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

Clear Creek Financial Management's AGG Position: Q2 2026 in Review

Clear Creek Financial Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 13% in Q2 2026, selling an estimated $288K and leaving 19,326 shares worth $1.91M. The position accounts for 0.12% of the portfolio, ranked #175.

Clear Creek Financial Management first reported a position in AGG in Q3 2019 and has held it in 27 quarters since. The position peaked at $16.8M in Q3 2020. 2,098 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Clear Creek Financial Management held 19,326 shares of iShares Core US Aggregate Bond ETF worth $1.91M as of Q2 2026.
Clear Creek Financial Management sold 2,909 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $288K.
iShares Core US Aggregate Bond ETF made up 0.12% of Clear Creek Financial Management's portfolio in Q2 2026, its #175 holding.
Clear Creek Financial Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2019 and has held it in 27 quarters since.
Clear Creek Financial Management's iShares Core US Aggregate Bond ETF position peaked at $16.8M in Q3 2020.
2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.