McDonald Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

McDonald Partners’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	$2.76M	Sell	27,872 -2,269	-8%	-$225K	0.67%	42
2026 Q1	$2.99M	Buy	30,141 +12,779	+74%	+$1.28M	0.71%	43
2025 Q4	$1.73M	Buy	17,362 +2,334	+16%	+$234K	0.55%	54
2025 Q3	$1.51M	Buy	15,028 +1,428	+11%	+$142K	0.45%	62
2025 Q2	$1.35M	Buy	+13,600	New	+$1.33M	0.32%	91
2022 Q3	–	Sell	-18,152	Closed	-$1.85M	–	220
2022 Q2	$1.85M	Buy	18,152 +1,376	+8%	+$141K	0.47%	55
2022 Q1	$1.8M	Buy	16,776 +15,989	+2,032%	+$1.76M	0.39%	72
2021 Q4	$89.8K	Sell	787 -16,810	-96%	-$1.92M	0.08%	91
2021 Q3	$2.02M	Buy	17,597 +3	+0%	+$348	0.47%	56
2021 Q2	$2.03M	Hold	17,594	–	–	0.48%	56
2021 Q1	$2M	Buy	17,594 +1	+0%	+$116	0.51%	55
2020 Q4	$2.08M	Buy	+17,593	New	+$2.07M	0.59%	48

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

McDonald Partners's AGG Position: Q2 2026 in Review

McDonald Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 7.5% in Q2 2026, selling an estimated $225K and leaving 27,872 shares worth $2.76M. The position accounts for 0.67% of the portfolio, ranked #42.

McDonald Partners first reported a position in AGG in Q4 2020 and has held it in 12 quarters since. The position peaked at $2.99M in Q1 2026. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

McDonald Partners held 27,872 shares of iShares Core US Aggregate Bond ETF worth $2.76M as of Q2 2026.
McDonald Partners sold 2,269 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $225K.
iShares Core US Aggregate Bond ETF made up 0.67% of McDonald Partners's portfolio in Q2 2026, its #42 holding.
McDonald Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 12 quarters since.
McDonald Partners's iShares Core US Aggregate Bond ETF position peaked at $2.99M in Q1 2026.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.