Croban’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Croban’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	$4.72M	Buy	47,728 +634	+1%	+$62.7K	2.08%	18
2026 Q1	$4.67M	Sell	47,094 -18,820	-29%	-$1.88M	2.2%	18
2025 Q4	$6.58M	Buy	65,914 +27,880	+73%	+$2.8M	3.17%	10
2025 Q3	$3.81M	Buy	38,034 +9,864	+35%	+$979K	2.54%	11
2025 Q2	$2.79M	Buy	28,170 +2,473	+10%	+$242K	2.39%	10
2025 Q1	$2.54M	Buy	25,697 +1,526	+6%	+$149K	2.34%	9
2024 Q4	$2.34M	Buy	+24,171	New	+$2.38M	2.3%	10
2023 Q4	$2.34M	Buy	+24,171	New	+$2.3M	2.32%	10

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

Croban's AGG Position: Q2 2026 in Review

Croban increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.3% in Q2 2026, buying an estimated $62.7K and bringing the position to 47,728 shares worth $4.72M. The position accounts for 2.08% of the portfolio, ranked #18.

Croban first reported a position in AGG in Q4 2023 and has held it in 8 quarters since. The position peaked at $6.58M in Q4 2025. 2,095 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Croban held 47,728 shares of iShares Core US Aggregate Bond ETF worth $4.72M as of Q2 2026.
Croban bought 634 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $62.7K.
iShares Core US Aggregate Bond ETF made up 2.08% of Croban's portfolio in Q2 2026, its #18 holding.
Croban first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 8 quarters since.
Croban's iShares Core US Aggregate Bond ETF position peaked at $6.58M in Q4 2025.
2,095 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Croban's 13F filing for Q2 2026, filed 3 Aug 2026.