Financial Consulate’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Financial Consulate’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	$365K	Hold	3,683	–	–	0.04%	104
2026 Q1	$366K	Sell	3,683 -1,520	-29%	-$152K	0.05%	101
2025 Q4	$520K	Hold	5,203	–	–	0.07%	81
2025 Q3	$522K	Hold	5,203	–	–	0.07%	91
2025 Q2	$516K	Sell	5,203 -820	-14%	-$80.3K	0.1%	33
2025 Q1	$596K	Sell	6,023 -4,045	-40%	-$395K	0.15%	23
2024 Q4	$976K	Hold	10,068	–	–	0.26%	24
2024 Q3	$1.02M	Hold	10,068	–	–	0.27%	22
2024 Q2	$977K	Sell	10,068 -258	-2%	-$24.9K	0.29%	22
2024 Q1	$1.01M	Sell	10,326 -805	-7%	-$78.8K	0.3%	21
2023 Q4	$1.1M	Buy	11,131 +805	+8%	+$76.6K	0.36%	19
2023 Q3	$971K	Hold	10,326	–	–	0.43%	18
2023 Q2	$1.01M	Hold	10,326	–	–	0.43%	19
2023 Q1	$1.03M	Sell	10,326 -8,629	-46%	-$853K	0.36%	29
2022 Q4	$1.84M	Buy	18,955 +8,629	+84%	+$835K	0.64%	27
2022 Q3	$995K	Hold	10,326	–	–	0.42%	30
2022 Q2	$1.05M	Hold	10,326	–	–	0.49%	33
2022 Q1	$1.11M	Hold	10,326	–	–	0.42%	37
2021 Q4	$1.18M	Hold	10,326	–	–	0.41%	37
2021 Q3	$1.19M	Hold	10,326	–	–	0.43%	34
2021 Q2	$1.19M	Hold	10,326	–	–	0.43%	34
2021 Q1	$1.18M	Hold	10,326	–	–	0.48%	34
2020 Q4	$1.22M	Hold	10,326	–	–	0.53%	33
2020 Q3	$1.22M	Hold	10,326	–	–	0.58%	32
2020 Q2	$1.22M	Sell	10,326 -300	-3%	-$35.1K	0.62%	29
2020 Q1	$1.23M	Hold	10,626	–	–	0.73%	28
2019 Q4	$1.19M	Hold	10,626	–	–	0.53%	33
2019 Q3	$1.2M	Sell	10,626 -913	-8%	-$103K	0.52%	35
2019 Q2	$1.28M	Sell	11,539 -793	-6%	-$86.7K	0.58%	32
2019 Q1	$1.34M	Sell	12,332 -2,652	-18%	-$284K	0.61%	33
2018 Q4	$1.6M	Sell	14,984 -945	-6%	-$99.1K	0.96%	28
2018 Q3	$1.68M	Buy	15,929 +177	+1%	+$18.8K	0.96%	26
2018 Q2	$1.68M	Hold	15,752	–	–	0.85%	29
2018 Q1	$1.69M	Sell	15,752 -8,531	-35%	-$916K	0.89%	28
2017 Q4	$2.65M	Sell	24,283 -172	-0.7%	-$18.8K	1.36%	18
2017 Q3	$2.68M	Buy	24,455 +385	+2%	+$42.3K	1.46%	16
2017 Q2	$2.64M	Sell	24,070 -1,226	-5%	-$134K	1.55%	13
2017 Q1	$2.74M	Sell	25,296 -1,376	-5%	-$149K	1.75%	13
2016 Q4	$2.88M	Sell	26,672 -2,534	-9%	-$278K	2.09%	11
2016 Q3	$3.28M	Buy	29,206 +21,104	+260%	+$2.37M	2.92%	8
2016 Q2	$912K	Buy	8,102 +1,507	+23%	+$167K	0.7%	23
2016 Q1	$731K	Buy	6,595 +583	+10%	+$63.8K	0.5%	33
2015 Q4	$649K	Buy	6,012 +256	+4%	+$27.9K	0.46%	35
2015 Q3	$631K	Buy	5,756 +1,180	+26%	+$129K	0.55%	30
2015 Q2	$498K	Sell	4,576 -14	-0.3%	-$1.54K	0.37%	36
2015 Q1	$511K	Sell	4,590 -7,469	-62%	-$830K	0.43%	35
2014 Q4	$1.33M	Buy	+12,059	New	+$1.33M	0.88%	26

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

Financial Consulate's AGG Position: Q2 2026 in Review

Financial Consulate held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 3,683 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #104.

Financial Consulate first reported a position in AGG in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.28M in Q3 2016. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Financial Consulate held 3,683 shares of iShares Core US Aggregate Bond ETF worth $365K as of Q2 2026.
Financial Consulate left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.04% of Financial Consulate's portfolio in Q2 2026, its #104 holding.
Financial Consulate first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 47 quarters since.
Financial Consulate's iShares Core US Aggregate Bond ETF position peaked at $3.28M in Q3 2016.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.