Empirical Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
Other funds holding AGG
Empirical Asset Management's AGG Position: Q1 2026 in Review
Empirical Asset Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 10% in Q1 2026, buying an estimated $230K and bringing the position to 24,200 shares worth $1.89M. The position accounts for 0.5% of the portfolio, ranked #35.
Empirical Asset Management first reported a position in AGG in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.38M in Q3 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.
- Empirical Asset Management held 24,200 shares of iShares Core US Aggregate Bond ETF worth $1.89M as of Q1 2026.
- Empirical Asset Management bought 2,296 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $230K.
- iShares Core US Aggregate Bond ETF made up 0.5% of Empirical Asset Management's portfolio in Q1 2026, its #35 holding.
- Empirical Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 8 quarters since.
- Empirical Asset Management's iShares Core US Aggregate Bond ETF position peaked at $2.38M in Q3 2025.
- 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.
Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.