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Ironwood Investment Counsel’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Ironwood Investment Counsel’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 		$1.86M Sell
18,785
-2,544
-12% -$252K 0.24% 91
2026
Q1 		$2.12M Buy
21,329
+1,931
+10% +$193K 0.31% 80
2025
Q4 		$1.94M Buy
19,398
+3,148
+19% +$316K 0.27% 82
2025
Q3 		$1.63M Sell
16,250
-2,346
-13% -$233K 0.24% 93
2025
Q2 		$1.84M Buy
18,596
+490
+3% +$48K 0.29% 79
2025
Q1 		$1.79M Sell
18,106
-11,377
-39% -$1.11M 0.31% 80
2024
Q4 		$2.86M Sell
29,483
-1,545
-5% -$152K 0.49% 57
2024
Q3 		$3.14M Sell
31,028
-7,256
-19% -$724K 0.52% 54
2024
Q2 		$3.72M Sell
38,284
-58,635
-60% -$5.66M 0.66% 45
2024
Q1 		$9.49M Buy
96,919
+619
+0.6% +$60.6K 1.66% 10
2023
Q4 		$9.56M Buy
96,300
+91,939
+2,108% +$8.75M 1.79% 7
2023
Q3 		$2.2M Sell
4,361
-4,406
-50% -$424K 0.46% 57
2023
Q2 		$859K Sell
8,767
-1,460
-14% -$144K 0.19% 100
2023
Q1 		$1.02M Sell
10,227
-44,055
-81% -$4.35M 0.24% 95
2022
Q4 		$5.26M Buy
54,282
+44,256
+441% +$4.28M 1.28% 22
2022
Q3 		$965K Buy
10,026
+4,873
+95% +$493K 0.28% 87
2022
Q2 		$523K Sell
5,153
-331
-6% -$34K 0.15% 115
2022
Q1 		$587K Sell
5,484
-4,643
-46% -$511K 0.14% 115
2021
Q4 		$1.16M Buy
10,127
+7,485
+283% +$856K 0.26% 84
2021
Q3 		$303K Sell
2,642
-142
-5% -$16.5K 0.08% 154
2021
Q2 		$321K Buy
2,784
+333
+14% +$38.2K 0.09% 153
2021
Q1 		$279K Sell
2,451
-535
-18% -$62K 0.08% 161
2020
Q4 		$353K Sell
2,986
-94
-3% -$11.1K 0.08% 158
2020
Q3 		$363K Buy
3,080
+455
+17% +$54K 0.1% 137
2020
Q2 		$310K Buy
+2,625
New +$307K 0.09% 144
2014
Q2 		– Sell
-1,877
Closed -$203K – 141
2014
Q1 		$203K Buy
+1,877
New +$202K 0.11% 128

Other funds holding AGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Ironwood Investment Counsel's AGG Position: Q2 2026 in Review

Ironwood Investment Counsel reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 12% in Q2 2026, selling an estimated $252K and leaving 18,785 shares worth $1.86M. The position accounts for 0.24% of the portfolio, ranked #91.

Ironwood Investment Counsel first reported a position in AGG in Q1 2014 and has held it in 26 quarters since. The position peaked at $9.56M in Q4 2023. 1,408 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Ironwood Investment Counsel held 18,785 shares of iShares Core US Aggregate Bond ETF worth $1.86M as of Q2 2026.
  • Ironwood Investment Counsel sold 2,544 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $252K.
  • iShares Core US Aggregate Bond ETF made up 0.24% of Ironwood Investment Counsel's portfolio in Q2 2026, its #91 holding.
  • Ironwood Investment Counsel first reported a position in iShares Core US Aggregate Bond ETF in Q1 2014 and has held it in 26 quarters since.
  • Ironwood Investment Counsel's iShares Core US Aggregate Bond ETF position peaked at $9.56M in Q4 2023.
  • 1,408 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.