May Hill Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

May Hill 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	$3.38M	Buy	34,158 +19,372	+131%	+$1.92M	0.71%	27
2026 Q1	$1.47M	Buy	14,786 +2,385	+19%	+$239K	0.37%	52
2025 Q4	$1.24M	Buy	12,401 +5,037	+68%	+$505K	0.33%	55
2025 Q3	$738K	Sell	7,364 -19,290	-72%	-$1.91M	0.22%	75
2025 Q2	$2.64M	Sell	26,654 -25,683	-49%	-$2.52M	0.87%	24
2025 Q1	$5.18M	Sell	52,337 -1,403	-3%	-$137K	1.95%	11
2024 Q4	$5.21M	Buy	+53,740	New	+$5.29M	2.02%	10

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

May Hill Capital's AGG Position: Q2 2026 in Review

May Hill Capital increased its iShares Core US Aggregate Bond ETF (AGG) stake by 131% in Q2 2026, buying an estimated $1.92M and bringing the position to 34,158 shares worth $3.38M. The position accounts for 0.71% of the portfolio, ranked #27.

May Hill Capital first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.21M in Q4 2024. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

May Hill Capital held 34,158 shares of iShares Core US Aggregate Bond ETF worth $3.38M as of Q2 2026.
May Hill Capital bought 19,372 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.92M.
iShares Core US Aggregate Bond ETF made up 0.71% of May Hill Capital's portfolio in Q2 2026, its #27 holding.
May Hill Capital first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
May Hill Capital's iShares Core US Aggregate Bond ETF position peaked at $5.21M in Q4 2024.
2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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