McLean Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

McLean Asset Management’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	$36.2M	Buy	371,519 +334,951	+916%	+$33.1M	4.78%	6
2026 Q1	$3.63M	Buy	36,568 +17,990	+97%	+$1.8M	0.64%	27
2025 Q4	$1.86M	Buy	18,578 +6,881	+59%	+$690K	0.33%	38
2025 Q3	$1.17M	Sell	11,697 -13,762	-54%	-$1.37M	0.24%	49
2025 Q2	$2.51M	Sell	25,459 -1,137	-4%	-$111K	0.66%	26
2025 Q1	$2.6M	Sell	26,596 -75	-0.3%	-$7.33K	0.86%	23
2024 Q4	$2.58M	Buy	26,671 +684	+3%	+$67.4K	0.78%	25
2024 Q3	$2.6M	Buy	25,987 +603	+2%	+$60.2K	0.78%	24
2024 Q2	$2.48M	Buy	25,384 +8,694	+52%	+$839K	0.8%	24
2024 Q1	$1.62M	Buy	16,690 +13,603	+441%	+$1.33M	0.55%	27
2023 Q4	$303K	Buy	+3,087	New	+$294K	0.11%	97
2023 Q3	–	Sell	-4,364	Closed	-$427K	–	129
2023 Q2	$427K	Sell	4,364 -17	-0.4%	-$1.68K	0.17%	75
2023 Q1	$437K	Sell	4,381 -313	-7%	-$30.9K	0.18%	67
2022 Q4	$455K	Sell	4,694 -6,364	-58%	-$615K	0.16%	67
2022 Q3	$1.06M	Sell	11,058 -11,535	-51%	-$1.17M	0.41%	30
2022 Q2	$2.3M	Buy	22,593 +11,714	+108%	+$1.2M	0.92%	18
2022 Q1	$1.17M	Sell	10,879 -3,768	-26%	-$415K	0.86%	21
2021 Q4	$1.65M	Buy	14,647 +1,319	+10%	+$151K	0.64%	19
2021 Q3	$1.52M	Buy	13,328 +156	+1%	+$18.1K	0.59%	21
2021 Q2	$1.53M	Buy	13,172 +8	+0.1%	+$917	0.68%	20
2021 Q1	$1.51M	Buy	+13,164	New	+$1.52M	1.19%	16

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

McLean Asset Management's AGG Position: Q2 2026 in Review

McLean Asset Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 916% in Q2 2026, buying an estimated $33.1M and bringing the position to 371,519 shares worth $36.2M. The position accounts for 4.78% of the portfolio, ranked #6.

McLean Asset Management first reported a position in AGG in Q1 2021 and has held it in 21 quarters since. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

McLean Asset Management held 371,519 shares of iShares Core US Aggregate Bond ETF worth $36.2M as of Q2 2026.
McLean Asset Management bought 334,951 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $33.1M.
iShares Core US Aggregate Bond ETF made up 4.78% of McLean Asset Management's portfolio in Q2 2026, its #6 holding.
McLean Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 21 quarters since.
2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.