Cutler Investment Counsel’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cutler Investment Counsel’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	$336K	Buy	3,393 +57	+2%	+$5.64K	0.03%	129
2026 Q1	$331K	Buy	3,336 +22	+0.7%	+$2.2K	0.03%	125
2025 Q4	$331K	Buy	3,314 +187	+6%	+$18.8K	0.03%	125
2025 Q3	$313K	Hold	3,127	–	–	0.03%	124
2025 Q2	$310K	Buy	3,127 +155	+5%	+$15.2K	0.03%	121
2025 Q1	$294K	Sell	2,972 -113	-4%	-$11K	0.04%	119
2024 Q4	$299K	Buy	+3,085	New	+$304K	0.04%	115
2017 Q1	–	Sell	-2,117	Closed	-$229K	–	86
2016 Q4	$229K	Sell	2,117 -1,444	-41%	-$158K	0.06%	68
2016 Q3	$400K	Sell	3,561 -1,158	-25%	-$130K	0.11%	57
2016 Q2	$531K	Sell	4,719 -8,105	-63%	-$900K	0.15%	53
2016 Q1	$1.42M	Buy	+12,824	New	+$1.4M	0.43%	50

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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) 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

Cutler Investment Counsel's AGG Position: Q2 2026 in Review

Cutler Investment Counsel increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.7% in Q2 2026, buying an estimated $5.64K and bringing the position to 3,393 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #129.

Cutler Investment Counsel first reported a position in AGG in Q1 2016 and has held it in 11 quarters since. The position peaked at $1.42M in Q1 2016. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Cutler Investment Counsel held 3,393 shares of iShares Core US Aggregate Bond ETF worth $336K as of Q2 2026.
Cutler Investment Counsel bought 57 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $5.64K.
iShares Core US Aggregate Bond ETF made up 0.03% of Cutler Investment Counsel's portfolio in Q2 2026, its #129 holding.
Cutler Investment Counsel first reported a position in iShares Core US Aggregate Bond ETF in Q1 2016 and has held it in 11 quarters since.
Cutler Investment Counsel's iShares Core US Aggregate Bond ETF position peaked at $1.42M in Q1 2016.
1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Cutler Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.