MHR
AGG icon

Matthew Hamilton Rosenberg’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$218K Buy
2,301
+219
+11% +$21.3K 0.04% 216
2026
Q2 		$206K Sell
2,082
-336
-14% -$33.2K 0.04% 223
2026
Q1 		$240K Sell
2,418
-676
-22% -$67.6K 0.05% 181
2025
Q4 		$309K Buy
3,094
+25
+0.8% +$2.51K 0.06% 146
2025
Q3 		$308K Sell
3,069
-771
-20% -$76.5K 0.07% 144
2025
Q2 		$381K Sell
3,840
-791
-17% -$77.5K 0.09% 111
2025
Q1 		$458K Buy
4,631
+168
+4% +$16.4K 0.11% 86
2024
Q4 		$432K Buy
4,463
+580
+15% +$57.1K 0.11% 79
2024
Q3 		$393K Buy
3,883
+3,097
+394% +$309K 0.1% 91
2024
Q2 		$75.7K Sell
786
-3,328
-81% -$321K 0.02% 351
2024
Q1 		$399K Buy
4,114
+743
+22% +$72.7K 0.12% 89
2023
Q4 		$335K Sell
3,371
-818
-20% -$77.8K 0.1% 104
2023
Q3 		$394K Sell
4,189
-844
-17% -$81.3K 0.13% 78
2023
Q2 		$493K Hold
5,033
– – 0.17% 65
2023
Q1 		$501K Hold
5,033
– – 0.16% 70
2022
Q4 		$488K Sell
5,033
-653
-11% -$63.2K 0.17% 71
2022
Q3 		$548K Sell
5,686
-899
-14% -$90.9K 0.21% 59
2022
Q2 		$674K Sell
6,585
-1,206
-15% -$124K 0.25% 51
2022
Q1 		$834K Sell
7,791
-1,468
-16% -$162K 0.29% 48
2021
Q4 		$1.06M Sell
9,259
-74
-0.8% -$8.47K 0.38% 40
2021
Q3 		$1.07M Sell
9,333
-4,774
-34% -$553K 0.42% 36
2021
Q2 		$1.63M Sell
14,107
-239
-2% -$27.4K 0.85% 21
2021
Q1 		$1.63M Sell
14,346
-1,330
-8% -$154K 0.93% 19
2020
Q4 		$1.85M Sell
15,676
-4,062
-21% -$478K 1.16% 16
2020
Q3 		$2.33M Sell
19,738
-2,155
-10% -$256K 1.71% 12
2020
Q2 		$2.59M Sell
21,893
-12,496
-36% -$1.46M 2.06% 9
2020
Q1 		$3.97M Buy
+34,389
New +$3.92M 3.95% 6

Other funds holding AGG

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
GWM
GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Matthew Hamilton Rosenberg's AGG Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its iShares Core US Aggregate Bond ETF (AGG) stake by 11% in Q3 2026, buying an estimated $21.3K and bringing the position to 2,301 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #216.

Matthew Hamilton Rosenberg first reported a position in AGG in Q1 2020 and has held it in 27 quarters since. The position peaked at $3.97M in Q1 2020. 120 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • Matthew Hamilton Rosenberg held 2,301 shares of iShares Core US Aggregate Bond ETF worth $218K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 219 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $21.3K.
  • iShares Core US Aggregate Bond ETF made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #216 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's iShares Core US Aggregate Bond ETF position peaked at $3.97M in Q1 2020.
  • 120 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.