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JT Stratford LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

JT Stratford LLC’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 		$10.2M Sell
102,760
-4,661
-4% -$466K 1.3% 18
2025
Q4 		$10.7M Sell
107,421
-193,296
-64% -$19.4M 1.38% 17
2025
Q3 		$30.1M Sell
300,717
-139,697
-32% -$13.9M 4.04% 2
2025
Q2 		$43.7M Buy
440,414
+22,723
+5% +$2.23M 6.61% 2
2025
Q1 		$41.3M Sell
417,691
-58,944
-12% -$5.76M 7.31% 1
2024
Q4 		$46.2M Buy
476,635
+474,157
+19,135% +$46.7M 7.59% 1
2024
Q3 		$251K Sell
2,478
-1,126
-31% -$112K 0.04% 249
2024
Q2 		$350K Buy
3,604
+1,165
+48% +$112K 0.07% 217
2024
Q1 		$239K Sell
2,439
-10,924
-82% -$1.07M 0.05% 240
2023
Q4 		$1.33M Buy
13,363
+10,974
+459% +$1.04M 0.3% 83
2023
Q3 		$225K Sell
2,389
-1,884
-44% -$181K 0.06% 218
2023
Q2 		$419K Sell
4,273
-880
-17% -$87K 0.11% 173
2023
Q1 		$513K Sell
5,153
-4,213
-45% -$416K 0.15% 147
2022
Q4 		$908K Buy
9,366
+3,985
+74% +$385K 0.29% 93
2022
Q3 		$518K Sell
5,381
-7,664
-59% -$775K 0.18% 105
2022
Q2 		$1.33M Buy
13,045
+7,171
+122% +$737K 0.42% 63
2022
Q1 		$629K Sell
5,874
-1,640
-22% -$180K 0.18% 100
2021
Q4 		$857K Buy
7,514
+178
+2% +$20.4K 0.23% 94
2021
Q3 		$842K Buy
7,336
+105
+1% +$12.2K 0.26% 85
2021
Q2 		$834K Sell
7,231
-74
-1% -$8.48K 0.27% 96
2021
Q1 		$832K Buy
7,305
+31
+0.4% +$3.59K 0.29% 88
2020
Q4 		$860K Sell
7,274
-26
-0.4% -$3.06K 0.32% 81
2020
Q3 		$862K Sell
7,300
-11,621
-61% -$1.38M 0.37% 67
2020
Q2 		$2.24M Buy
18,921
+267
+1% +$31.3K 1.15% 24
2020
Q1 		$2.15M Sell
18,654
-3,887
-17% -$443K 1.32% 16
2019
Q4 		$2.53M Buy
22,541
+17,273
+328% +$1.95M 1.16% 20
2019
Q3 		$596K Buy
5,268
+1,851
+54% +$208K 0.34% 78
2019
Q2 		$380K Buy
+3,417
New +$374K 0.21% 95

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

JT Stratford LLC's AGG Position: Q1 2026 in Review

JT Stratford LLC reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 4.3% in Q1 2026, selling an estimated $466K and leaving 102,760 shares worth $10.2M. The position accounts for 1.3% of the portfolio, ranked #18.

JT Stratford LLC first reported a position in AGG in Q2 2019 and has held it in 28 quarters since. The position peaked at $46.2M in Q4 2024. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • JT Stratford LLC held 102,760 shares of iShares Core US Aggregate Bond ETF worth $10.2M as of Q1 2026.
  • JT Stratford LLC sold 4,661 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $466K.
  • iShares Core US Aggregate Bond ETF made up 1.3% of JT Stratford LLC's portfolio in Q1 2026, its #18 holding.
  • JT Stratford LLC first reported a position in iShares Core US Aggregate Bond ETF in Q2 2019 and has held it in 28 quarters since.
  • JT Stratford LLC's iShares Core US Aggregate Bond ETF position peaked at $46.2M in Q4 2024.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.