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Leonard Rickey Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Leonard Rickey Investment Advisors’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 		– Sell
-6,954
Closed -$695K – 120
2025
Q4 		$695K Buy
6,954
+268
+4% +$26.9K 0.13% 57
2025
Q3 		$670K Buy
6,686
+47
+0.7% +$4.66K 0.13% 57
2025
Q2 		$659K Sell
6,639
-51
-0.8% -$5K 0.13% 54
2025
Q1 		$653K Buy
6,690
+134
+2% +$13.1K 0.14% 51
2024
Q4 		$635K Buy
6,556
+377
+6% +$37.1K 0.15% 54
2024
Q3 		$626K Sell
6,179
-148
-2% -$14.8K 0.14% 54
2024
Q2 		$614K Buy
6,327
+6
+0.1% +$579 0.15% 52
2024
Q1 		$619K Buy
6,321
+179
+3% +$17.5K 0.16% 46
2023
Q4 		$610K Buy
6,142
+388
+7% +$36.9K 0.18% 48
2023
Q3 		$541K Buy
+5,754
New +$554K 0.18% 47
2020
Q3 		– Sell
-2,503
Closed -$296K – 60
2020
Q2 		$296K Sell
2,503
-408
-14% -$47.8K 0.19% 44
2020
Q1 		$336K Buy
2,911
+24
+0.8% +$2.73K 0.26% 36
2019
Q4 		$324K Sell
2,887
-365
-11% -$41.1K 0.2% 49
2019
Q3 		$368K Buy
3,252
+827
+34% +$93K 0.24% 42
2019
Q2 		$270K Buy
2,425
+151
+7% +$16.5K 0.18% 54
2019
Q1 		$248K Buy
+2,274
New +$244K 0.18% 61
2018
Q1 		– Sell
-2,508
Closed -$274K – 62
2017
Q4 		$274K Buy
+2,508
New +$274K 0.21% 52

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

Leonard Rickey Investment Advisors's AGG Position: Q1 2026 in Review

Leonard Rickey Investment Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 6,954 shares — an estimated $695K sold.

Leonard Rickey Investment Advisors first reported a position in AGG in Q4 2017 and held it in 17 quarters. The position peaked at $695K in Q4 2025. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Leonard Rickey Investment Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Leonard Rickey Investment Advisors sold 6,954 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $695K.
  • Leonard Rickey Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and held it in 17 quarters.
  • Leonard Rickey Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $695K in Q4 2025.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.