McIlrath & Eck’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

McIlrath & Eck’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	$247K	Sell	2,484 -18	-0.7%	-$1.8K	0.02%	221
2025 Q4	$250K	Buy	2,502 +19	+0.8%	+$1.91K	0.02%	142
2025 Q3	$249K	Buy	2,483 +2	+0.1%	+$198	0.03%	127
2025 Q2	$246K	Hold	2,481	–	–	0.03%	119
2025 Q1	$245K	Hold	2,481	–	–	0.03%	115
2024 Q4	$240K	Hold	2,481	–	–	0.03%	108
2024 Q3	$251K	Buy	2,481 +2,331	+1,554%	+$233K	0.03%	109
2024 Q2	$14.6K	Hold	150	–	–	﹤0.01%	525
2024 Q1	$14.7K	Buy	150 +6	+4%	+$587	﹤0.01%	531
2023 Q4	$14.3K	Hold	144	–	–	﹤0.01%	483
2023 Q3	$13.5K	Hold	144	–	–	﹤0.01%	477
2023 Q2	$14.1K	Hold	144	–	–	﹤0.01%	491
2023 Q1	$14.3K	Hold	144	–	–	﹤0.01%	478
2022 Q4	$14K	Hold	144	–	–	﹤0.01%	471
2022 Q3	$14K	Hold	144	–	–	﹤0.01%	460
2022 Q2	$15K	Sell	144 -36	-20%	-$3.7K	﹤0.01%	429
2022 Q1	$19K	Hold	180	–	–	0.01%	402
2021 Q4	$21K	Hold	180	–	–	0.01%	394
2021 Q3	$21K	Hold	180	–	–	0.01%	380
2021 Q2	$21K	Hold	180	–	–	0.01%	374
2021 Q1	$20K	Hold	180	–	–	0.01%	339
2020 Q4	$21K	Hold	180	–	–	0.01%	291
2020 Q3	$21K	Hold	180	–	–	0.01%	249
2020 Q2	$21K	Hold	180	–	–	0.01%	229
2020 Q1	$21K	Hold	180	–	–	0.01%	182
2019 Q4	$20K	Hold	180	–	–	0.01%	232
2019 Q3	$20K	Buy	180 +53	+42%	+$5.96K	0.01%	205
2019 Q2	$14K	Hold	127	–	–	0.01%	255
2019 Q1	$14K	Hold	127	–	–	0.01%	255
2018 Q4	$14K	Sell	127 -121	-49%	-$12.7K	0.01%	231
2018 Q3	$26K	Buy	248 +121	+95%	+$12.8K	0.02%	177
2018 Q2	$14K	Hold	127	–	–	0.01%	243
2018 Q1	$14K	Hold	127	–	–	0.01%	219
2017 Q4	$14K	Buy	+127	New	+$13.9K	0.01%	234

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

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

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

McIlrath & Eck's AGG Position: Q1 2026 in Review

McIlrath & Eck reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.72% in Q1 2026, selling an estimated $1.8K and leaving 2,484 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #221.

McIlrath & Eck first reported a position in AGG in Q4 2017 and has held it in 34 quarters since. The position peaked at $251K in Q3 2024. 2,083 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

McIlrath & Eck held 2,484 shares of iShares Core US Aggregate Bond ETF worth $247K as of Q1 2026.
McIlrath & Eck sold 18 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.8K.
iShares Core US Aggregate Bond ETF made up 0.02% of McIlrath & Eck's portfolio in Q1 2026, its #221 holding.
McIlrath & Eck first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 34 quarters since.
McIlrath & Eck's iShares Core US Aggregate Bond ETF position peaked at $251K in Q3 2024.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.