CMP
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Courage Miller Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Courage Miller Partners’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 		$278K Hold
2,805
– – 0.07% 80
2026
Q1 		$278K Hold
2,805
– – 0.08% 83
2025
Q4 		$280K Sell
2,805
-1
-0% -$100 0.08% 76
2025
Q3 		$281K Buy
2,806
+1
+0% +$99 0.08% 74
2025
Q2 		$278K Hold
2,805
– – 0.09% 75
2025
Q1 		$277K Hold
2,805
– – 0.09% 71
2024
Q4 		$272K Sell
2,805
-1
-0% -$98 0.09% 71
2024
Q3 		$284K Sell
2,806
-420
-13% -$41.9K 0.1% 73
2024
Q2 		$313K Sell
3,226
-45
-1% -$4.34K 0.11% 68
2024
Q1 		$320K Hold
3,271
– – 0.11% 73
2023
Q4 		$325K Sell
3,271
-13
-0.4% -$1.24K 0.12% 66
2023
Q3 		$309K Sell
3,284
-81
-2% -$7.8K 0.13% 63
2023
Q2 		$330K Buy
3,365
+66
+2% +$6.52K 0.14% 64
2023
Q1 		$329K Hold
3,299
– – 0.14% 64
2022
Q4 		$320K Buy
3,299
+286
+9% +$27.7K 0.15% 62
2022
Q3 		$290K Buy
3,013
+58
+2% +$5.87K 0.15% 61
2022
Q2 		$300K Sell
2,955
-753
-20% -$77.4K 0.14% 61
2022
Q1 		$397K Sell
3,708
-420
-10% -$46.2K 0.16% 60
2021
Q4 		$471K Sell
4,128
-871
-17% -$99.6K 0.18% 61
2021
Q3 		$574K Sell
4,999
-755
-13% -$87.5K 0.23% 56
2021
Q2 		$664K Sell
5,754
-483
-8% -$55.3K 0.27% 57
2021
Q1 		$710K Hold
6,237
– – 0.31% 51
2020
Q4 		$737K Hold
6,237
– – 0.34% 45
2020
Q3 		$737K Buy
6,237
+1
+0% +$119 0.4% 40
2020
Q2 		$737K Sell
6,236
-1
-0% -$117 0.4% 40
2020
Q1 		$719K Sell
6,237
-58
-0.9% -$6.61K 0.44% 36
2019
Q4 		$707K Sell
6,295
-14
-0.2% -$1.58K 0.36% 46
2019
Q3 		$714K Sell
6,309
-1,048
-14% -$118K 0.39% 43
2019
Q2 		$819K Sell
7,357
-18,701
-72% -$2.04M 0.45% 41
2019
Q1 		$2.84M Buy
26,058
+54
+0.2% +$5.79K 1.61% 22
2018
Q4 		$2.77M Buy
26,004
+644
+3% +$67.5K 1.64% 21
2018
Q3 		$2.68M Buy
25,360
+107
+0.4% +$11.3K 1.54% 22
2018
Q2 		$2.68M Sell
25,253
-908
-3% -$96.3K 1.59% 22
2018
Q1 		$2.81M Buy
26,161
+660
+3% +$70.9K 1.7% 20
2017
Q4 		$2.79M Buy
25,501
+492
+2% +$53.8K 1.69% 19
2017
Q3 		$2.74M Buy
25,009
+810
+3% +$88.9K 1.71% 19
2017
Q2 		$2.65M Sell
24,199
-178
-0.7% -$19.5K 1.75% 19
2017
Q1 		$2.65M Buy
24,377
+23
+0.1% +$2.49K 1.83% 15
2016
Q4 		$2.63M Sell
24,354
-300
-1% -$32.9K 1.84% 18
2016
Q3 		$2.77M Sell
24,654
-223
-0.9% -$25.1K 1.92% 19
2016
Q2 		$2.8M Sell
24,877
-2,653
-10% -$295K 2% 18
2016
Q1 		$3.05M Sell
27,530
-175
-0.6% -$19.2K 2.14% 17
2015
Q4 		$2.99M Buy
27,705
+1,497
+6% +$163K 2.07% 15
2015
Q3 		$2.87M Sell
26,208
-6,734
-20% -$734K 2.14% 14
2015
Q2 		$3.58M Sell
32,942
-3,952
-11% -$435K 2.67% 11
2015
Q1 		$4.11M Sell
36,894
-4,623
-11% -$513K 3.08% 9
2014
Q4 		$4.57M Sell
41,517
-365
-0.9% -$40.2K 3.78% 6
2014
Q3 		$4.57M Buy
41,882
+122
+0.3% +$13.3K 3.56% 9
2014
Q2 		$4.57M Sell
41,760
-1,227
-3% -$133K 3.35% 7
2014
Q1 		$4.64M Sell
42,987
-3,118
-7% -$335K 3.65% 5
2013
Q4 		$4.91M Sell
46,105
-10,671
-19% -$1.14M 4.16% 5
2013
Q3 		$6.09M Sell
56,776
-7,639
-12% -$814K 5% 4
2013
Q2 		$6.91M Buy
+64,415
New +$7.08M 6.27% 3

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Courage Miller Partners's AGG Position: Q2 2026 in Review

Courage Miller Partners held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 2,805 shares worth $278K. The position accounts for 0.07% of the portfolio, ranked #80.

Courage Miller Partners first reported a position in AGG in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.91M in Q2 2013. 984 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Courage Miller Partners held 2,805 shares of iShares Core US Aggregate Bond ETF worth $278K as of Q2 2026.
  • Courage Miller Partners left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.07% of Courage Miller Partners's portfolio in Q2 2026, its #80 holding.
  • Courage Miller Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • Courage Miller Partners's iShares Core US Aggregate Bond ETF position peaked at $6.91M in Q2 2013.
  • 984 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.