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 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 $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

McLean Asset Management's AGG Position: Q1 2026 in Review

McLean Asset Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 97% in Q1 2026, buying an estimated $1.8M and bringing the position to 36,568 shares worth $3.63M. The position accounts for 0.64% of the portfolio, ranked #27.

McLean Asset Management first reported a position in AGG in Q1 2021 and has held it in 20 quarters since. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

McLean Asset Management held 36,568 shares of iShares Core US Aggregate Bond ETF worth $3.63M as of Q1 2026.
McLean Asset Management bought 17,990 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.8M.
iShares Core US Aggregate Bond ETF made up 0.64% of McLean Asset Management's portfolio in Q1 2026, its #27 holding.
McLean Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 20 quarters since.
2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.