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 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 $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

McDonald Partners's AGG Position: Q1 2026 in Review

McDonald Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 74% in Q1 2026, buying an estimated $1.28M and bringing the position to 30,141 shares worth $2.99M. The position accounts for 0.71% of the portfolio, ranked #43.

McDonald Partners first reported a position in AGG in Q4 2020 and has held it in 11 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

McDonald Partners held 30,141 shares of iShares Core US Aggregate Bond ETF worth $2.99M as of Q1 2026.
McDonald Partners bought 12,779 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.28M.
iShares Core US Aggregate Bond ETF made up 0.71% of McDonald Partners's portfolio in Q1 2026, its #43 holding.
McDonald Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 11 quarters since.
2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.