Empirical Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Empirical Asset 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	$2.03M	Sell	20,544 -3,656	-15%	-$362K	0.46%	52
2026 Q1	$1.89M	Buy	24,200 +2,296	+10%	+$230K	0.5%	35
2025 Q4	$1.67M	Sell	21,904 -7,045	-24%	-$707K	0.47%	53
2025 Q3	$2.38M	Buy	28,949 +11,732	+68%	+$1.16M	0.66%	24
2025 Q2	$1.71M	Buy	17,217 +327	+2%	+$32K	0.53%	41
2025 Q1	$1.67M	Buy	16,890 +1,217	+8%	+$119K	0.57%	36
2024 Q4	$1.52M	Buy	15,673 +2,263	+17%	+$223K	0.5%	46
2024 Q3	$1.36M	Buy	13,410 +4,177	+45%	+$417K	0.48%	55
2024 Q2	$896K	Buy	+9,233	New	+$891K	0.34%	75

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

Empirical Asset Management's AGG Position: Q2 2026 in Review

Empirical Asset Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 15% in Q2 2026, selling an estimated $362K and leaving 20,544 shares worth $2.03M. The position accounts for 0.46% of the portfolio, ranked #52.

Empirical Asset Management first reported a position in AGG in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.38M in Q3 2025. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Empirical Asset Management held 20,544 shares of iShares Core US Aggregate Bond ETF worth $2.03M as of Q2 2026.
Empirical Asset Management sold 3,656 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $362K.
iShares Core US Aggregate Bond ETF made up 0.46% of Empirical Asset Management's portfolio in Q2 2026, its #52 holding.
Empirical Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Empirical Asset Management's iShares Core US Aggregate Bond ETF position peaked at $2.38M in Q3 2025.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.