Clear Investment Research’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $73K | Buy |
+735
| New | +$73.5K | 0.11% | 90 |
|
|
2025
Q4 | – | Sell |
-3,679
| Closed | -$369K | – | 59 |
|
|
2025
Q3 | $369K | Buy |
3,679
+1
| +0% | +$99 | 0.49% | 42 |
|
|
2025
Q2 | $365K | Buy |
3,678
+10
| +0.3% | +$980 | 0.46% | 40 |
|
|
2025
Q1 | $363K | Sell |
3,668
-4
| -0.1% | -$391 | 0.48% | 38 |
|
|
2024
Q4 | $356K | Buy |
3,672
+16
| +0.4% | +$1.58K | 0.46% | 40 |
|
|
2024
Q3 | $370K | Buy |
3,656
+2
| +0.1% | +$200 | 0.48% | 38 |
|
|
2024
Q2 | $355K | Buy |
3,654
+7
| +0.2% | +$676 | 0.46% | 36 |
|
|
2024
Q1 | $357K | Buy |
3,647
+19
| +0.5% | +$1.86K | 0.48% | 35 |
|
|
2023
Q4 | $360K | Buy |
3,628
+7
| +0.2% | +$666 | 0.51% | 36 |
|
|
2023
Q3 | $341K | Sell |
3,621
-7
| -0.2% | -$674 | 0.59% | 31 |
|
|
2023
Q2 | $355K | Buy |
3,628
+127
| +4% | +$12.6K | 0.6% | 31 |
|
|
2023
Q1 | $349K | Sell |
3,501
-1,067
| -23% | -$105K | 0.61% | 27 |
|
|
2022
Q4 | $443K | Buy |
4,568
+316
| +7% | +$30.6K | 0.86% | 24 |
|
|
2022
Q3 | $410K | Sell |
4,252
-49
| -1% | -$4.96K | 0.86% | 23 |
|
|
2022
Q2 | $437K | Sell |
4,301
-333
| -7% | -$34.2K | 0.97% | 23 |
|
|
2022
Q1 | $496K | Sell |
4,634
-3,612
| -44% | -$397K | 0.97% | 23 |
|
|
2021
Q4 | $941K | Buy |
8,246
+141
| +2% | +$16.1K | 1.44% | 16 |
|
|
2021
Q3 | $931K | Buy |
8,105
+226
| +3% | +$26.2K | 1.51% | 15 |
|
|
2021
Q2 | $909K | Buy |
7,879
+120
| +2% | +$13.7K | 1.52% | 15 |
|
|
2021
Q1 | $883K | Buy |
7,759
+158
| +2% | +$18.3K | 1.6% | 15 |
|
|
2020
Q4 | $898K | Buy |
7,601
+527
| +7% | +$62.1K | 1.62% | 14 |
|
|
2020
Q3 | $835K | Buy |
7,074
+119
| +2% | +$14.1K | 1.69% | 15 |
|
|
2020
Q2 | $822K | Buy |
6,955
+809
| +13% | +$94.7K | 1.76% | 15 |
|
|
2020
Q1 | $709K | Buy |
6,146
+2
| +0% | +$228 | 1.72% | 15 |
|
|
2019
Q4 | $690K | Sell |
6,144
-111
| -2% | -$12.5K | 1.43% | 14 |
|
|
2019
Q3 | $708K | Buy |
6,255
+897
| +17% | +$101K | 1.52% | 15 |
|
|
2019
Q2 | $597K | Sell |
5,358
-7,872
| -60% | -$861K | 0.98% | 17 |
|
|
2019
Q1 | $1.44M | Buy |
13,230
+279
| +2% | +$29.9K | 2.25% | 11 |
|
|
2018
Q4 | $1.38M | Sell |
12,951
-4,005
| -24% | -$420K | 2.23% | 11 |
|
|
2018
Q3 | $1.79M | Sell |
16,956
-113,257
| -87% | -$12M | 2.59% | 11 |
|
|
2018
Q2 | $14M | Hold |
130,213
| – | – | 9.14% | 3 |
|
|
2018
Q1 | $14M | Buy |
130,213
+711
| +0.5% | +$76.3K | 9.14% | 3 |
|
|
2017
Q4 | $14.2M | Buy |
129,502
+3,098
| +2% | +$339K | 9.37% | 3 |
|
|
2017
Q3 | $13.9M | Sell |
126,404
-38,533
| -23% | -$4.23M | 9.4% | 3 |
|
|
2017
Q2 | $18.1M | Buy |
164,937
+19,166
| +13% | +$2.1M | 13.78% | 1 |
|
|
2017
Q1 | $15.8M | Buy |
145,771
+6,764
| +5% | +$732K | 11.36% | 2 |
|
|
2016
Q4 | $15M | Buy |
139,007
+2,517
| +2% | +$276K | 11.58% | 2 |
|
|
2016
Q3 | $15.3M | Sell |
136,490
-48,224
| -26% | -$5.42M | 12.16% | 1 |
|
|
2016
Q2 | $20.8M | Buy |
184,714
+67,632
| +58% | +$7.51M | 21.74% | 1 |
|
|
2016
Q1 | $13M | Sell |
117,082
-3,612
| -3% | -$395K | 10.63% | 2 |
|
|
2015
Q4 | $13M | Buy |
120,694
+9,190
| +8% | +$1M | 11.11% | 2 |
|
|
2015
Q3 | $12.2M | Sell |
111,504
-1,669
| -1% | -$182K | 11.32% | 2 |
|
|
2015
Q2 | $12.3M | Buy |
113,173
+1,784
| +2% | +$196K | 10.95% | 2 |
|
|
2015
Q1 | $12.4M | Buy |
+111,389
| New | +$12.4M | 11.23% | 2 |
|
Other funds holding AGG
Clear Investment Research's AGG Position: Q1 2026 in Review
Clear Investment Research opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q1 2026: 735 shares worth $73K. The stake represents 0.11% of the portfolio and ranks #90 among its holdings. This is a return to the name: Clear Investment Research previously reported a position in AGG as recently as Q3 2025.
Clear Investment Research first reported a position in AGG in Q1 2015 and has held it in 44 quarters since. The position peaked at $20.8M in Q2 2016. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.
- Clear Investment Research held 735 shares of iShares Core US Aggregate Bond ETF worth $73K as of Q1 2026.
- iShares Core US Aggregate Bond ETF was a new Clear Investment Research position in Q1 2026.
- iShares Core US Aggregate Bond ETF made up 0.11% of Clear Investment Research's portfolio in Q1 2026, its #90 holding.
- Clear Investment Research first reported a position in iShares Core US Aggregate Bond ETF in Q1 2015 and has held it in 44 quarters since.
- Clear Investment Research's iShares Core US Aggregate Bond ETF position peaked at $20.8M in Q2 2016.
- 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.
Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.