MidAtlantic Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

MidAtlantic Capital 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	$474K	Buy	4,773 +472	+11%	+$47.2K	0.33%	61
2025 Q4	$430K	Hold	4,301	–	–	0.28%	62
2025 Q3	$431K	Buy	4,301 +43	+1%	+$4.27K	0.29%	63
2025 Q2	$422K	Buy	4,258 +20	+0.5%	+$1.96K	0.3%	65
2025 Q1	$419K	Buy	4,238 +1,012	+31%	+$98.9K	0.33%	62
2024 Q4	$313K	Buy	3,226 +969	+43%	+$95.4K	0.23%	69
2024 Q3	$229K	Sell	2,257 -33	-1%	-$3.29K	0.17%	79
2024 Q2	$222K	Buy	2,290 +284	+14%	+$27.4K	0.19%	74
2024 Q1	$196K	Hold	2,006	–	–	0.17%	78
2023 Q4	$199K	Buy	+2,006	New	+$191K	0.19%	72

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

MidAtlantic Capital Management's AGG Position: Q1 2026 in Review

MidAtlantic Capital Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 11% in Q1 2026, buying an estimated $47.2K and bringing the position to 4,773 shares worth $474K. The position accounts for 0.33% of the portfolio, ranked #61.

MidAtlantic Capital Management first reported a position in AGG in Q4 2023 and has held it in 10 quarters since. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

MidAtlantic Capital Management held 4,773 shares of iShares Core US Aggregate Bond ETF worth $474K as of Q1 2026.
MidAtlantic Capital Management bought 472 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $47.2K.
iShares Core US Aggregate Bond ETF made up 0.33% of MidAtlantic Capital Management's portfolio in Q1 2026, its #61 holding.
MidAtlantic Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.