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

Joseph Group 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 		$149K Buy
1,507
+381
+34% +$37.7K 0.03% 82
2026
Q1 		$112K Buy
1,126
+23
+2% +$2.3K 0.03% 79
2025
Q4 		$110K Sell
1,103
-416
-27% -$41.7K 0.03% 73
2025
Q3 		$152K Sell
1,519
-755
-33% -$74.9K 0.04% 62
2025
Q2 		$226K Sell
2,274
-182
-7% -$17.8K 0.08% 58
2025
Q1 		$243K Buy
2,456
+409
+20% +$40K 0.09% 53
2024
Q4 		$198K Buy
2,047
+151
+8% +$14.9K 0.08% 54
2024
Q3 		$192K Sell
1,896
-498
-21% -$49.7K 0.07% 53
2024
Q2 		$232K Sell
2,394
-577
-19% -$55.7K 0.12% 50
2024
Q1 		$291K Buy
2,971
+744
+33% +$72.8K 0.15% 50
2023
Q4 		$221K Buy
2,227
+241
+12% +$22.9K 0.13% 49
2023
Q3 		$187K Sell
1,986
-186
-9% -$17.9K 0.13% 48
2023
Q2 		$213K Sell
2,172
-205
-9% -$20.3K 0.18% 48
2023
Q1 		$237K Sell
2,377
-4,525
-66% -$447K 0.21% 48
2022
Q4 		$669K Buy
6,902
+6,090
+750% +$589K 0.64% 42
2022
Q3 		$78K Buy
812
+39
+5% +$3.94K 0.09% 50
2022
Q2 		$79K Buy
773
+143
+23% +$14.7K 0.08% 53
2022
Q1 		$67K Sell
630
-122
-16% -$13.4K 0.07% 54
2021
Q4 		$86K Buy
+752
New +$86K 0.08% 54

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Joseph Group Capital Management's AGG Position: Q2 2026 in Review

Joseph Group Capital Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 34% in Q2 2026, buying an estimated $37.7K and bringing the position to 1,507 shares worth $149K. The position accounts for 0.03% of the portfolio, ranked #82.

Joseph Group Capital Management first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $669K in Q4 2022. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Joseph Group Capital Management held 1,507 shares of iShares Core US Aggregate Bond ETF worth $149K as of Q2 2026.
  • Joseph Group Capital Management bought 381 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $37.7K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Joseph Group Capital Management's portfolio in Q2 2026, its #82 holding.
  • Joseph Group Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Joseph Group Capital Management's iShares Core US Aggregate Bond ETF position peaked at $669K in Q4 2022.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.