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Jackson Hole Capital Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Jackson Hole Capital Partners’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
Q1 		$7.31M Buy
73,633
+3,085
+4% +$309K 1.21% 20
2025
Q4 		$7.05M Sell
70,548
-3,130
-4% -$314K 1.21% 20
2025
Q3 		$7.39M Sell
73,678
-73
-0.1% -$7.24K 1.26% 16
2025
Q2 		$7.32M Buy
73,751
+554
+0.8% +$54.3K 1.34% 14
2025
Q1 		$7.24M Buy
73,197
+102
+0.1% +$9.97K 1.44% 13
2024
Q4 		$7.08M Sell
73,095
-1,963
-3% -$193K 1.43% 13
2024
Q3 		$7.6M Sell
75,058
-2,053
-3% -$205K 1.59% 11
2024
Q2 		$7.49M Buy
77,111
+340
+0.4% +$32.8K 1.63% 10
2024
Q1 		$7.52M Sell
76,771
-453
-0.6% -$44.3K 1.7% 10
2023
Q4 		$7.66M Buy
77,224
+12,816
+20% +$1.22M 1.95% 8
2023
Q3 		$6.06M Sell
64,408
-2,794
-4% -$269K 1.77% 8
2023
Q2 		$6.58M Sell
67,202
-2,555
-4% -$253K 1.8% 9
2023
Q1 		$6.96M Buy
69,757
+3,251
+5% +$321K 1.82% 8
2022
Q4 		$6.45M Buy
66,506
+4,279
+7% +$414K 1.93% 7
2022
Q3 		$6M Buy
62,227
+13,324
+27% +$1.35M 1.84% 8
2022
Q2 		$4.97M Buy
48,903
+766
+2% +$78.7K 1.55% 12
2022
Q1 		$5.16M Buy
48,137
+192
+0.4% +$21.1K 1.48% 13
2021
Q4 		$5.47M Buy
47,945
+1,570
+3% +$180K 1.71% 12
2021
Q3 		$5.33M Buy
46,375
+290
+0.6% +$33.6K 1.73% 10
2021
Q2 		$5.32M Buy
46,085
+1,255
+3% +$144K 1.84% 9
2021
Q1 		$5.1M Buy
44,830
+1,442
+3% +$167K 2.1% 8
2020
Q4 		$5.13M Buy
43,388
+120
+0.3% +$14.1K 2.34% 6
2020
Q3 		$5.11M Buy
43,268
+484
+1% +$57.4K 2.69% 5
2020
Q2 		$5.06M Buy
42,784
+6,191
+17% +$725K 3.08% 6
2020
Q1 		$4.22M Buy
36,593
+6,652
+22% +$758K 3.15% 6
2019
Q4 		$3.36M Hold
29,941
– – 1.85% 10
2019
Q3 		$3.39M Buy
29,941
+15,965
+114% +$1.79M 1.91% 8
2019
Q2 		$1.56M Sell
13,976
-195
-1% -$21.3K 0.97% 20
2019
Q1 		$1.55M Hold
14,171
– – 1.37% 17
2018
Q4 		$1.51M Buy
+14,171
New +$1.49M 1.59% 15

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jackson Hole Capital Partners's AGG Position: Q1 2026 in Review

Jackson Hole Capital Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.4% in Q1 2026, buying an estimated $309K and bringing the position to 73,633 shares worth $7.31M. The position accounts for 1.21% of the portfolio, ranked #20.

Jackson Hole Capital Partners first reported a position in AGG in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.66M in Q4 2023. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Jackson Hole Capital Partners held 73,633 shares of iShares Core US Aggregate Bond ETF worth $7.31M as of Q1 2026.
  • Jackson Hole Capital Partners bought 3,085 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $309K.
  • iShares Core US Aggregate Bond ETF made up 1.21% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #20 holding.
  • Jackson Hole Capital Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Jackson Hole Capital Partners's iShares Core US Aggregate Bond ETF position peaked at $7.66M in Q4 2023.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.