JCIC Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

JCIC Asset 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	$31.3K	Hold	315	–	–	0.01%	87
2026 Q1	$31.3K	Hold	315	–	–	0.01%	87
2025 Q4	$31.5K	Hold	315	–	–	0.01%	83
2025 Q3	$31.6K	Buy	+315	New	+$31.3K	0.01%	84
2025 Q1	$31.2K	Hold	315	–	–	0.01%	82
2024 Q4	$30.5K	Hold	315	–	–	0.01%	72
2024 Q3	$31.9K	Hold	315	–	–	0.01%	75
2024 Q2	$30.6K	Hold	315	–	–	0.01%	75
2024 Q1	$30.9K	Hold	315	–	–	0.01%	80
2023 Q4	$31.3K	Hold	315	–	–	0.01%	80
2023 Q3	$29.6K	Hold	315	–	–	0.02%	81
2023 Q2	$30.9K	Hold	315	–	–	0.01%	83
2023 Q1	$31.4K	Sell	315 -950	-75%	-$93.9K	0.01%	76
2022 Q4	$123K	Hold	1,265	–	–	0.06%	52
2022 Q3	$120K	Hold	1,265	–	–	0.06%	53
2022 Q2	$129K	Sell	1,265 -60	-5%	-$6.17K	0.07%	50
2022 Q1	$142K	Sell	1,325 -30	-2%	-$3.3K	0.04%	63
2021 Q4	$155K	Hold	1,355	–	–	0.05%	62
2021 Q3	$156K	Hold	1,355	–	–	0.05%	62
2021 Q2	$194K	Buy	1,355 +395	+41%	+$45.3K	0.05%	64
2021 Q1	$109K	Sell	960 -350	-27%	-$40.5K	0.04%	65
2020 Q4	$155K	Buy	1,310 +130	+11%	+$15.3K	0.06%	57
2020 Q3	$139K	Hold	1,180	–	–	0.06%	49
2020 Q2	$139K	Hold	1,180	–	–	0.07%	45
2020 Q1	$136K	Buy	1,180 +740	+168%	+$84.3K	0.08%	44
2019 Q4	$22K	Buy	+440	New	+$49.6K	0.01%	80
2019 Q3	–	Sell	-440	Closed	-$49K	–	136
2019 Q2	$49K	Hold	440	–	–	0.02%	65
2019 Q1	$48K	Hold	440	–	–	0.02%	67
2018 Q4	$47K	Buy	440 +125	+40%	+$13.1K	0.02%	60
2018 Q3	$33K	Buy	+315	New	+$33.4K	0.01%	73
2018 Q2	–	Sell	-315	Closed	-$34K	–	125
2018 Q1	$34K	Buy	+315	New	+$33.8K	0.01%	66

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JCIC Asset Management's AGG Position: Q2 2026 in Review

JCIC Asset Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 315 shares worth $31.3K. The position accounts for 0.01% of the portfolio, ranked #87.

JCIC Asset Management first reported a position in AGG in Q1 2018 and has held it in 31 quarters since. The position peaked at $194K in Q2 2021. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

JCIC Asset Management held 315 shares of iShares Core US Aggregate Bond ETF worth $31.3K as of Q2 2026.
JCIC Asset Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.01% of JCIC Asset Management's portfolio in Q2 2026, its #87 holding.
JCIC Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2018 and has held it in 31 quarters since.
JCIC Asset Management's iShares Core US Aggregate Bond ETF position peaked at $194K in Q2 2021.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on JCIC Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.