Clear Harbor Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Clear Harbor Asset 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	$2.62M	Buy	26,429 +13,339	+102%	+$1.32M	0.16%	112
2026 Q1	$1.3M	Buy	+13,090	New	+$1.31M	0.09%	178
2020 Q4	–	Sell	-251	Closed	-$29.6K	–	325
2020 Q3	$29.6K	Buy	+251	New	+$29.8K	0.01%	449
2020 Q1	–	Sell	-1,781	Closed	-$200K	–	289
2019 Q4	$200K	Sell	1,781 -253	-12%	-$28.5K	0.03%	260
2019 Q3	$230K	Buy	2,034 +21	+1%	+$2.36K	0.04%	222
2019 Q2	$224K	Buy	+2,013	New	+$220K	0.05%	218
2017 Q4	–	Sell	-1,893	Closed	-$207K	–	247
2017 Q3	$207K	Hold	1,893	–	–	0.04%	221
2017 Q2	$207K	Hold	1,893	–	–	0.04%	230
2017 Q1	$205K	Buy	+1,893	New	+$205K	0.04%	226

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

Clear Harbor Asset Management's AGG Position: Q2 2026 in Review

Clear Harbor Asset Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 102% in Q2 2026, buying an estimated $1.32M and bringing the position to 26,429 shares worth $2.62M. The position accounts for 0.16% of the portfolio, ranked #112.

Clear Harbor Asset Management first reported a position in AGG in Q1 2017 and has held it in 9 quarters since. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Clear Harbor Asset Management held 26,429 shares of iShares Core US Aggregate Bond ETF worth $2.62M as of Q2 2026.
Clear Harbor Asset Management bought 13,339 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.32M.
iShares Core US Aggregate Bond ETF made up 0.16% of Clear Harbor Asset Management's portfolio in Q2 2026, its #112 holding.
Clear Harbor Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2017 and has held it in 9 quarters since.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.