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Hirtle Callaghan & Co’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Hirtle Callaghan & Co’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 		– Hold
0
– – – 25
2026
Q1 		– Hold
0
– – – 29
2025
Q4 		– Hold
0
– – – 28
2025
Q3 		– Hold
0
– – – 30
2025
Q2 		– Hold
0
– – – 29
2025
Q1 		– Hold
0
– – – 38
2024
Q4 		– Hold
0
– – – 30
2024
Q3 		– Hold
0
– – – 21
2024
Q2 		– Hold
0
– – – 26
2024
Q1 		– Sell
-95,949
Closed -$9.39M – 27
2023
Q4 		$9.52M Buy
95,949
+54,669
+132% +$5.2M 0.43% 28
2023
Q3 		$3.88M Buy
41,280
+29,143
+240% +$2.81M 0.19% 39
2023
Q2 		$1.19M Sell
12,137
-50
-0.4% -$4.94K 0.06% 50
2023
Q1 		$1.21M Buy
12,187
+516
+4% +$51K 0.06% 48
2022
Q4 		$1.13M Buy
11,671
+8,401
+257% +$812K 0.07% 66
2022
Q3 		$315K Buy
+3,270
New +$331K 0.02% 92
2022
Q2 		– Sell
-4,310
Closed -$462K – 124
2022
Q1 		$462K Buy
+4,310
New +$474K 0.02% 93
2021
Q2 		– Hold
0
– – – 43
2021
Q1 		– Hold
0
– – – 43
2020
Q4 		– Hold
0
– – – 43
2020
Q3 		– Hold
0
– – – 45
2020
Q2 		– Hold
0
– – – 43
2020
Q1 		– Hold
0
– – – 41
2019
Q4 		– Hold
0
– – – 35
2019
Q3 		– Hold
0
– – – 35
2019
Q2 		– Hold
0
– – – 37
2019
Q1 		– Hold
0
– – – 35
2018
Q4 		– Hold
0
– – – 102

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

Hirtle Callaghan & Co's AGG Position: Q2 2026 in Review

Hirtle Callaghan & Co held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 0 shares worth $9.72M. The position accounts for 0.32% of the portfolio, ranked #25.

Hirtle Callaghan & Co first reported a position in AGG in Q1 2022 and has held it in 7 quarters since. The position peaked at $9.52M in Q4 2023. 2,080 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Hirtle Callaghan & Co held 0 shares of iShares Core US Aggregate Bond ETF worth $9.72M as of Q2 2026.
  • Hirtle Callaghan & Co left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.32% of Hirtle Callaghan & Co's portfolio in Q2 2026, its #25 holding.
  • Hirtle Callaghan & Co first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 7 quarters since.
  • Hirtle Callaghan & Co's iShares Core US Aggregate Bond ETF position peaked at $9.52M in Q4 2023.
  • 2,080 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.