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

Garde Capital’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 		$20.6M Buy
+208,346
New +$20.6M 0.92% 26
2025
Q4 		– Sell
-202,597
Closed -$20.3M – 214
2025
Q3 		$20.3M Buy
202,597
+2,742
+1% +$272K 0.99% 28
2025
Q2 		$19.8M Sell
199,855
-5,350
-3% -$524K 1.04% 26
2025
Q1 		$20.3M Buy
+205,205
New +$20.1M 1.14% 25
2020
Q3 		– Sell
-42,111
Closed -$4.98M – 170
2020
Q2 		$4.98M Sell
42,111
-4
-0% -$468 0.72% 27
2020
Q1 		$4.86M Sell
42,115
-1,982
-4% -$226K 0.85% 24
2019
Q4 		$4.96M Buy
44,097
+1,132
+3% +$128K 0.72% 26
2019
Q3 		$4.86M Buy
42,965
+395
+0.9% +$44.4K 0.76% 25
2019
Q2 		$4.74M Buy
42,570
+629
+1% +$68.8K 0.78% 25
2019
Q1 		$4.57M Sell
41,941
-1,113
-3% -$119K 0.79% 23
2018
Q4 		$4.58M Buy
43,054
+4,460
+12% +$468K 0.81% 23
2018
Q3 		$4.03M Buy
38,594
+2,170
+6% +$230K 0.68% 28
2018
Q2 		$3.87M Buy
36,424
+233
+0.6% +$24.7K 0.67% 26
2018
Q1 		$3.88M Sell
36,191
-384
-1% -$41.2K 0.7% 27
2017
Q4 		$4M Buy
36,575
+2,932
+9% +$321K 0.75% 26
2017
Q3 		$3.69M Buy
33,643
+6,342
+23% +$696K 0.72% 26
2017
Q2 		$2.99M Buy
27,301
+1,826
+7% +$200K 0.74% 25
2017
Q1 		$2.76M Buy
25,475
+8,863
+53% +$959K 0.74% 27
2016
Q4 		$1.79M Sell
16,612
-2,940
-15% -$322K 0.52% 29
2016
Q3 		$2.14M Buy
19,552
+1,773
+10% +$199K 0.68% 32
2016
Q2 		$2M Sell
17,779
-170
-0.9% -$18.9K 0.65% 25
2016
Q1 		$1.99M Sell
17,949
-510
-3% -$55.8K 0.66% 25
2015
Q4 		$1.99M Sell
18,459
-1,093
-6% -$119K 0.7% 27
2015
Q3 		$2.14M Buy
19,552
+27
+0.1% +$2.94K 0.68% 32
2015
Q2 		$2.12M Buy
19,525
+710
+4% +$78.1K 0.64% 35
2015
Q1 		$2.1M Sell
18,815
-521
-3% -$57.9K 0.64% 35
2014
Q4 		$2.13M Sell
19,336
-29
-0.1% -$3.19K 0.65% 34
2014
Q3 		$2.11M Buy
19,365
+446
+2% +$48.7K 0.83% 29
2014
Q2 		$2.07M Buy
+18,919
New +$2.06M 0.81% 32

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

Garde Capital's AGG Position: Q2 2026 in Review

Garde Capital opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 208,346 shares worth $20.6M. The stake represents 0.92% of the portfolio and ranks #26 among its holdings. This is a return to the name: Garde Capital previously reported a position in AGG as recently as Q3 2025.

Garde Capital first reported a position in AGG in Q2 2014 and has held it in 29 quarters since. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Garde Capital held 208,346 shares of iShares Core US Aggregate Bond ETF worth $20.6M as of Q2 2026.
  • iShares Core US Aggregate Bond ETF was a new Garde Capital position in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.92% of Garde Capital's portfolio in Q2 2026, its #26 holding.
  • Garde Capital first reported a position in iShares Core US Aggregate Bond ETF in Q2 2014 and has held it in 29 quarters since.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Garde Capital's 13F filing for Q2 2026, filed 31 Jul 2026.