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

Howard 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 		$84.2M Sell
850,759
-883,446
-51% -$87.4M 1% 24
2026
Q1 		$172M Sell
1,734,205
-32
-0% -$3.2K 2.82% 9
2025
Q4 		$173M Sell
1,734,237
-14
-0% -$1.41K 2.24% 13
2025
Q3 		$174M Buy
1,734,251
+598,664
+53% +$59.4M 2.3% 13
2025
Q2 		$113M Sell
1,135,587
-92,138
-8% -$9.03M 1.69% 18
2025
Q1 		$121M Buy
1,227,725
+134,489
+12% +$13.1M 3.05% 12
2024
Q4 		$106M Sell
1,093,236
-1,481,860
-58% -$146M 1.65% 18
2024
Q3 		$261M Buy
2,575,096
+2,191,873
+572% +$219M 4.29% 6
2024
Q2 		$37.2M Sell
383,223
-1,802
-0.5% -$174K 3.66% 5
2024
Q1 		$37.7M Sell
385,025
-1,338
-0.3% -$131K 4.12% 5
2023
Q4 		$38.3M Buy
386,363
+1,709
+0.4% +$163K 4.74% 5
2023
Q3 		$36.2M Buy
384,654
+8,350
+2% +$804K 4.88% 5
2023
Q2 		$36.9M Buy
376,304
+21,564
+6% +$2.13M 4.98% 5
2023
Q1 		$35.3M Buy
354,740
+2,872
+0.8% +$284K 6.11% 4
2022
Q4 		$34.1M Sell
351,868
-25,100
-7% -$2.43M 9.7% 4
2022
Q3 		$36.2M Sell
376,968
-9,518
-2% -$963K 10.65% 3
2022
Q2 		$39.3M Sell
386,486
-22,153
-5% -$2.28M 11% 3
2022
Q1 		$43.7M Buy
408,639
+67,871
+20% +$7.47M 10.04% 3
2021
Q4 		$44.4M Buy
340,768
+8,352
+3% +$955K 5.48% 5
2021
Q3 		$38.2M Buy
332,416
+31,182
+10% +$3.61M 5.65% 5
2021
Q2 		$28.3M Buy
301,234
+23,276
+8% +$2.67M 5.38% 5
2021
Q1 		$31.8M Buy
277,958
+30,492
+12% +$3.53M 5.67% 6
2020
Q4 		$29.2M Buy
247,466
+11,101
+5% +$1.31M 5.82% 6
2020
Q3 		$27.9M Buy
236,365
+16,488
+7% +$1.96M 6.39% 6
2020
Q2 		$26M Buy
219,877
+5,231
+2% +$612K 7.32% 5
2020
Q1 		$25.1M Buy
214,646
+34,721
+19% +$3.96M 10.64% 4
2019
Q4 		$20.6M Buy
179,925
+13,149
+8% +$1.48M 7.11% 6
2019
Q3 		$18.7M Buy
166,776
+26,178
+19% +$2.94M 7.89% 8
2019
Q2 		$15.6M Buy
140,598
+17,808
+15% +$1.95M 6.93% 8
2019
Q1 		$13.3M Buy
122,790
+31,790
+35% +$3.41M 6.66% 8
2018
Q4 		$9.67M Sell
91,000
-62,308
-41% -$6.54M 13.83% 5
2018
Q3 		$16.3M Buy
153,308
+13,570
+10% +$1.44M 1.57% 13
2018
Q2 		$15.1M Sell
139,738
-800
-0.6% -$84.8K 1.65% 10
2018
Q1 		$15.1M Buy
140,538
+45,673
+48% +$4.9M 1.9% 13
2017
Q4 		$10.4M Buy
+94,865
New +$10.4M 1.65% 12

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

Howard Capital Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 51% in Q2 2026, selling an estimated $87.4M and leaving 850,759 shares worth $84.2M. The position accounts for 1% of the portfolio, ranked #24.

Howard Capital Management first reported a position in AGG in Q4 2017 and has held it in 35 quarters since. The position peaked at $261M in Q3 2024. 904 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Howard Capital Management held 850,759 shares of iShares Core US Aggregate Bond ETF worth $84.2M as of Q2 2026.
  • Howard Capital Management sold 883,446 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $87.4M.
  • iShares Core US Aggregate Bond ETF made up 1% of Howard Capital Management's portfolio in Q2 2026, its #24 holding.
  • Howard Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • Howard Capital Management's iShares Core US Aggregate Bond ETF position peaked at $261M in Q3 2024.
  • 904 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.