LHC
AGG icon

Little House Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Little House Capital’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 		$6.21M Buy
62,722
+1,873
+3% +$185K 1.39% 22
2026
Q1 		$6.04M Buy
60,849
+13,606
+29% +$1.36M 1.56% 22
2025
Q4 		$4.72M Sell
47,243
-2,078
-4% -$209K 1.18% 27
2025
Q3 		$4.94M Buy
49,321
+48
+0.1% +$4.76K 1.14% 29
2025
Q2 		$4.89M Buy
49,273
+2,519
+5% +$247K 1.22% 27
2025
Q1 		$4.62M Sell
46,754
-19,581
-30% -$1.91M 1.27% 26
2024
Q4 		$6.43M Buy
66,335
+12,655
+24% +$1.25M 1.84% 16
2024
Q3 		$5.44M Buy
+53,680
New +$5.36M 1.56% 21
2022
Q2 		– Sell
-24,904
Closed -$2.67M – 113
2022
Q1 		$2.67M Buy
+24,904
New +$2.74M 1.36% 16
2020
Q4 		– Sell
-19,504
Closed -$2.3M – 109
2020
Q3 		$2.3M Buy
19,504
+1,171
+6% +$139K 1.91% 12
2020
Q2 		$2.17M Buy
18,333
+14,336
+359% +$1.68M 2% 13
2020
Q1 		$461K Sell
3,997
-119
-3% -$13.6K 0.5% 53
2019
Q4 		$462K Sell
4,116
-60
-1% -$6.76K 0.4% 68
2019
Q3 		$473K Buy
4,176
+127
+3% +$14.3K 0.36% 80
2019
Q2 		$450 Buy
4,049
+299
+8% +$32.7K 0.3% 82
2019
Q1 		$409K Buy
3,750
+1,113
+42% +$119K 0.31% 80
2018
Q4 		$281K Buy
+2,637
New +$277K 0.27% 85

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

Little House Capital's AGG Position: Q2 2026 in Review

Little House Capital increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.1% in Q2 2026, buying an estimated $185K and bringing the position to 62,722 shares worth $6.21M. The position accounts for 1.39% of the portfolio, ranked #22.

Little House Capital first reported a position in AGG in Q4 2018 and has held it in 17 quarters since. The position peaked at $6.43M in Q4 2024. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Little House Capital held 62,722 shares of iShares Core US Aggregate Bond ETF worth $6.21M as of Q2 2026.
  • Little House Capital bought 1,873 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $185K.
  • iShares Core US Aggregate Bond ETF made up 1.39% of Little House Capital's portfolio in Q2 2026, its #22 holding.
  • Little House Capital first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 17 quarters since.
  • Little House Capital's iShares Core US Aggregate Bond ETF position peaked at $6.43M in Q4 2024.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Little House Capital's 13F filing for Q2 2026, filed 7 Aug 2026.