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Jaffetilchin Investment Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Jaffetilchin Investment 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 		$1.99M Buy
20,074
+4,366
+28% +$437K 0.12% 127
2025
Q4 		$1.57M Sell
15,708
-28,566
-65% -$2.87M 0.09% 139
2025
Q3 		$4.44M Buy
44,274
+147
+0.3% +$14.6K 0.27% 64
2025
Q2 		$4.38M Buy
44,127
+129
+0.3% +$12.6K 0.29% 61
2025
Q1 		$4.35M Buy
43,998
+31,817
+261% +$3.11M 0.32% 50
2024
Q4 		$1.18M Buy
12,181
+3,567
+41% +$351K 0.09% 149
2024
Q3 		$872K Sell
8,614
-276
-3% -$27.5K 0.07% 168
2024
Q2 		$863K Buy
8,890
+62
+0.7% +$5.99K 0.07% 152
2024
Q1 		$865K Buy
8,828
+700
+9% +$68.5K 0.08% 154
2023
Q4 		$807K Sell
8,128
-870
-10% -$82.8K 0.08% 162
2023
Q3 		$846K Buy
8,998
+999
+12% +$96.2K 0.09% 133
2023
Q2 		$784K Buy
7,999
+420
+6% +$41.5K 0.08% 143
2023
Q1 		$755K Sell
7,579
-461
-6% -$45.6K 0.09% 153
2022
Q4 		$780K Sell
8,040
-4,865
-38% -$471K 0.1% 150
2022
Q3 		$1.24M Buy
12,905
+872
+7% +$88.2K 0.16% 87
2022
Q2 		$1.22M Sell
12,033
-166
-1% -$17.1K 0.14% 103
2022
Q1 		$1.26M Sell
12,199
-42
-0.3% -$4.62K 0.15% 100
2021
Q4 		$1.4M Buy
12,241
+214
+2% +$24.5K 0.13% 105
2021
Q3 		$1.38M Sell
12,027
-9,472
-44% -$1.1M 0.15% 101
2021
Q2 		$2.51M Buy
21,499
+12,570
+141% +$1.44M 0.17% 96
2021
Q1 		$1.02M Sell
8,929
-1,283
-13% -$149K 0.12% 127
2020
Q4 		$1.21M Sell
10,212
-23
-0.2% -$2.71K 0.17% 92
2020
Q3 		$1.21M Sell
10,235
-6,698
-40% -$795K 0.22% 64
2020
Q2 		$2M Sell
16,933
-8,745
-34% -$1.02M 0.44% 42
2020
Q1 		$2.96M Sell
25,678
-360
-1% -$41K 1.05% 19
2019
Q4 		$2.93M Buy
26,038
+10,679
+70% +$1.2M 0.63% 29
2019
Q3 		$1.74M Buy
15,359
+6,884
+81% +$774K 0.42% 47
2019
Q2 		$944K Buy
8,475
+3,777
+80% +$413K 0.22% 72
2019
Q1 		$512K Buy
4,698
+33
+0.7% +$3.54K 0.11% 155
2018
Q4 		$497K Buy
4,665
+605
+15% +$63.5K 0.12% 125
2018
Q3 		$428K Buy
4,060
+327
+9% +$34.7K 0.09% 181
2018
Q2 		$397K Sell
3,733
-118
-3% -$12.5K 0.09% 195
2018
Q1 		$413K Buy
3,851
+602
+19% +$64.6K 0.09% 196
2017
Q4 		$355K Sell
3,249
-191
-6% -$20.9K 0.12% 161
2017
Q3 		$377K Buy
3,440
+748
+28% +$82.1K 0.09% 206
2017
Q2 		$295K Sell
2,692
-621
-19% -$67.9K 0.1% 176
2017
Q1 		$359K Sell
3,313
-1,014
-23% -$110K 0.09% 184
2016
Q4 		$468K Buy
4,327
+30
+0.7% +$3.29K 0.14% 122
2016
Q3 		$483K Sell
4,297
-4,316
-50% -$485K 0.15% 103
2016
Q2 		$970K Sell
8,613
-352
-4% -$39.1K 0.29% 46
2016
Q1 		$994K Buy
8,965
+22
+0.2% +$2.41K 0.31% 40
2015
Q4 		$966K Buy
8,943
+897
+11% +$97.6K 0.31% 51
2015
Q3 		$882K Buy
8,046
+124
+2% +$13.5K 0.33% 51
2015
Q2 		$862K Buy
7,922
+255
+3% +$28K 0.26% 63
2015
Q1 		$854K Sell
7,667
-385
-5% -$42.8K 0.26% 63
2014
Q4 		$887K Buy
8,052
+1,691
+27% +$186K 0.3% 57
2014
Q3 		$694K Sell
6,361
-783
-11% -$85.5K 0.25% 58
2014
Q2 		$782K Buy
7,144
+666
+10% +$72.4K 0.28% 57
2014
Q1 		$699K Sell
6,478
-7,155
-52% -$770K 0.27% 59
2013
Q4 		$1.45M Sell
13,633
-2,029
-13% -$217K 0.72% 31
2013
Q3 		$1.68M Sell
15,662
-2,199
-12% -$234K 0.98% 26
2013
Q2 		$1.92M Buy
+17,861
New +$1.96M 1.33% 18

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 $424B AUM 22.94% 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

Jaffetilchin Investment Partners's AGG Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 28% in Q1 2026, buying an estimated $437K and bringing the position to 20,074 shares worth $1.99M. The position accounts for 0.12% of the portfolio, ranked #127.

Jaffetilchin Investment Partners first reported a position in AGG in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.44M in Q3 2025. 2,073 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Jaffetilchin Investment Partners held 20,074 shares of iShares Core US Aggregate Bond ETF worth $1.99M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 4,366 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $437K.
  • iShares Core US Aggregate Bond ETF made up 0.12% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #127 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Jaffetilchin Investment Partners's iShares Core US Aggregate Bond ETF position peaked at $4.44M in Q3 2025.
  • 2,073 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.