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Firestone Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Firestone Capital 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 		$8.95M Sell
90,448
-2,412
-3% -$239K 1.67% 19
2026
Q1 		$9.22M Buy
92,860
+815
+0.9% +$81.5K 1.92% 15
2025
Q4 		$9.19M Buy
92,045
+283
+0.3% +$28.4K 1.95% 15
2025
Q3 		$9.2M Buy
91,762
+5,114
+6% +$507K 1.99% 15
2025
Q2 		$8.6M Sell
86,648
-3,023
-3% -$296K 2.02% 15
2025
Q1 		$8.87M Sell
89,671
-1,388
-2% -$136K 2.33% 15
2024
Q4 		$8.82M Buy
91,059
+4,807
+6% +$473K 2.19% 15
2024
Q3 		$8.73M Sell
86,252
-2,521
-3% -$252K 2.19% 15
2024
Q2 		$8.62M Buy
88,773
+6,168
+7% +$595K 2.35% 13
2024
Q1 		$8.09M Buy
82,605
+336
+0.4% +$32.9K 2.25% 15
2023
Q4 		$8.17M Buy
82,269
+9,165
+13% +$872K 2.51% 13
2023
Q3 		$6.87M Buy
73,104
+1,694
+2% +$163K 2.35% 14
2023
Q2 		$7M Sell
71,410
-1,684
-2% -$166K 2.28% 14
2023
Q1 		$7.28M Buy
73,094
+1,647
+2% +$163K 2.62% 13
2022
Q4 		$6.93M Buy
71,447
+61,092
+590% +$5.91M 2.58% 13
2022
Q3 		$998K Buy
10,355
+2,635
+34% +$266K 0.41% 47
2022
Q2 		$785K Buy
7,720
+4
+0.1% +$411 0.31% 51
2022
Q1 		$826K Buy
7,716
+2
+0% +$220 0.27% 53
2021
Q4 		$880K Buy
7,714
+7
+0.1% +$801 0.28% 52
2021
Q3 		$889K Hold
7,707
– – 0.29% 48
2021
Q2 		$889K Sell
7,707
-1,054
-12% -$121K 0.32% 48
2021
Q1 		$997K Sell
8,761
-257
-3% -$29.8K 0.35% 46
2020
Q4 		$1.07M Buy
9,018
+16
+0.2% +$1.89K 0.41% 42
2020
Q3 		$1.06M Buy
9,002
+11
+0.1% +$1.3K 0.48% 37
2020
Q2 		$1.06M Buy
8,991
+7,000
+352% +$819K 0.49% 37
2020
Q1 		$230K Sell
1,991
-523
-21% -$59.6K 0.12% 73
2019
Q4 		$282K Buy
+2,514
New +$283K 0.12% 79

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

Firestone Capital Management's AGG Position: Q2 2026 in Review

Firestone Capital Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.6% in Q2 2026, selling an estimated $239K and leaving 90,448 shares worth $8.95M. The position accounts for 1.67% of the portfolio, ranked #19.

Firestone Capital Management first reported a position in AGG in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.22M in Q1 2026. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Firestone Capital Management held 90,448 shares of iShares Core US Aggregate Bond ETF worth $8.95M as of Q2 2026.
  • Firestone Capital Management sold 2,412 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $239K.
  • iShares Core US Aggregate Bond ETF made up 1.67% of Firestone Capital Management's portfolio in Q2 2026, its #19 holding.
  • Firestone Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Firestone Capital Management's iShares Core US Aggregate Bond ETF position peaked at $9.22M in Q1 2026.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Firestone Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.