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 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Matthew Hamilton Rosenberg's AGG Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 14% in Q2 2026, selling an estimated $33.2K and leaving 2,082 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #223.

Matthew Hamilton Rosenberg first reported a position in AGG in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.97M in Q1 2020. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Matthew Hamilton Rosenberg held 2,082 shares of iShares Core US Aggregate Bond ETF worth $206K as of Q2 2026.
Matthew Hamilton Rosenberg sold 336 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $33.2K.
iShares Core US Aggregate Bond ETF made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #223 holding.
Matthew Hamilton Rosenberg first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and has held it in 26 quarters since.
Matthew Hamilton Rosenberg's iShares Core US Aggregate Bond ETF position peaked at $3.97M in Q1 2020.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.