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Easterly Investment Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Easterly Investment 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 		$13M Sell
131,150
-200
-0.2% -$19.8K 0.66% 34
2026
Q1 		$13M Hold
131,350
– – 1% 25
2025
Q4 		$13.1M Hold
131,350
– – 0.81% 33
2025
Q3 		$13.2M Hold
131,350
– – 0.89% 29
2025
Q2 		$13M Hold
131,350
– – 0.93% 28
2025
Q1 		$13M Hold
131,350
– – 1.08% 24
2024
Q4 		$12.7M Hold
131,350
– – 1% 28
2024
Q3 		$13.3M Hold
131,350
– – 1.07% 26
2024
Q2 		$12.8M Hold
131,350
– – 1.12% 20
2024
Q1 		$12.9M Buy
131,350
+4,999
+4% +$489K 0.98% 30
2023
Q4 		$12.5M Hold
126,351
– – 1.34% 26
2023
Q3 		$11.9M Hold
126,351
– – 1.31% 22
2023
Q2 		$12.4M Hold
126,351
– – 1.1% 28
2023
Q1 		$12.6M Hold
126,351
– – 1.11% 32
2022
Q4 		$12.3M Buy
126,351
+1
+0% +$97 1.06% 37
2022
Q3 		$12.2M Hold
126,350
– – 1.16% 30
2022
Q2 		$12.8M Hold
126,350
– – 1.14% 28
2022
Q1 		$13.5M Hold
126,350
– – 1.02% 37
2021
Q4 		$14.4M Buy
+126,350
New +$14.5M 1.05% 40

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Easterly Investment Partners's AGG Position: Q2 2026 in Review

Easterly Investment Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.15% in Q2 2026, selling an estimated $19.8K and leaving 131,150 shares worth $13M. The position accounts for 0.66% of the portfolio, ranked #34.

Easterly Investment Partners first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.4M in Q4 2021. 644 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Easterly Investment Partners held 131,150 shares of iShares Core US Aggregate Bond ETF worth $13M as of Q2 2026.
  • Easterly Investment Partners sold 200 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $19.8K.
  • iShares Core US Aggregate Bond ETF made up 0.66% of Easterly Investment Partners's portfolio in Q2 2026, its #34 holding.
  • Easterly Investment Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Easterly Investment Partners's iShares Core US Aggregate Bond ETF position peaked at $14.4M in Q4 2021.
  • 644 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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