Contravisory Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Contravisory Investment 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 Q1	–	Sell	-1,290	Closed	-$129K	–	371
2025 Q4	$129K	Buy	+1,290	New	+$129K	0.03%	242
2024 Q1	–	Sell	-30,390	Closed	-$3.02M	–	346
2023 Q4	$3.02M	Buy	+30,390	New	+$2.89M	0.74%	41
2019 Q2	–	Sell	-581	Closed	-$63K	–	273
2019 Q1	$63K	Buy	+581	New	+$62.3K	0.02%	188

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Contravisory Investment Management's AGG Position: Q1 2026 in Review

Contravisory Investment Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 1,290 shares — an estimated $129K sold.

Contravisory Investment Management first reported a position in AGG in Q1 2019 and held it in 3 quarters. The position peaked at $3.02M in Q4 2023. 2,079 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Contravisory Investment Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Contravisory Investment Management sold 1,290 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $129K.
Contravisory Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2019 and held it in 3 quarters.
Contravisory Investment Management's iShares Core US Aggregate Bond ETF position peaked at $3.02M in Q4 2023.
2,079 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Contravisory Investment Management's 13F filing for Q1 2026, filed 20 Apr 2026.