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Dale Q Rice Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Dale Q Rice 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
Q2 		$451K Sell
4,555
-173
-4% -$17.1K 0.24% 43
2026
Q1 		$469K Hold
4,728
– – 0.36% 42
2025
Q4 		$472K Hold
4,728
– – 0.34% 39
2025
Q3 		$473K Sell
4,728
-119
-2% -$11.8K 0.33% 41
2025
Q2 		$474K Sell
4,847
-4,847
-50% -$475K 0.39% 37
2025
Q1 		$959K Sell
9,694
-253
-3% -$24.7K 0.5% 33
2024
Q4 		$964K Buy
+9,947
New +$980K 0.42% 34

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dale Q Rice Investment Management's AGG Position: Q2 2026 in Review

Dale Q Rice Investment Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3.7% in Q2 2026, selling an estimated $17.1K and leaving 4,555 shares worth $451K. The position accounts for 0.24% of the portfolio, ranked #43.

Dale Q Rice Investment Management first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $964K in Q4 2024. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Dale Q Rice Investment Management held 4,555 shares of iShares Core US Aggregate Bond ETF worth $451K as of Q2 2026.
  • Dale Q Rice Investment Management sold 173 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $17.1K.
  • iShares Core US Aggregate Bond ETF made up 0.24% of Dale Q Rice Investment Management's portfolio in Q2 2026, its #43 holding.
  • Dale Q Rice Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Dale Q Rice Investment Management's iShares Core US Aggregate Bond ETF position peaked at $964K in Q4 2024.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.