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

Howland 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	$2.56M	Buy	25,832 +12,000	+87%	+$1.19M	0.09%	112
2026 Q1	$1.37M	Sell	13,832 -117	-0.8%	-$11.7K	0.05%	137
2025 Q4	$1.39M	Hold	13,949	–	–	0.05%	129
2025 Q3	$1.4M	Sell	13,949 -1,176	-8%	-$117K	0.05%	138
2025 Q2	$1.5M	Buy	15,125 +1,176	+8%	+$115K	0.06%	132
2025 Q1	$1.38M	Buy	13,949 +116	+0.8%	+$11.3K	0.06%	133
2024 Q4	$1.34M	Sell	13,833 -908	-6%	-$89.4K	0.06%	137
2024 Q3	$1.49M	Buy	+14,741	New	+$1.47M	0.06%	124

Other funds holding AGG

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Howland Capital Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 87% in Q2 2026, buying an estimated $1.19M and bringing the position to 25,832 shares worth $2.56M. The position accounts for 0.09% of the portfolio, ranked #112.

Howland Capital Management first reported a position in AGG in Q3 2024 and has held it in 8 quarters since. 568 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Howland Capital Management held 25,832 shares of iShares Core US Aggregate Bond ETF worth $2.56M as of Q2 2026.
Howland Capital Management bought 12,000 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.19M.
iShares Core US Aggregate Bond ETF made up 0.09% of Howland Capital Management's portfolio in Q2 2026, its #112 holding.
Howland Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 8 quarters since.
568 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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