Middleton & Co’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Middleton & Co’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 Q3	–	Sell	-3,250	Closed	-$322K	–	164
2026 Q2	$322K	Hold	3,250	–	–	0.03%	142
2026 Q1	$323K	Hold	3,250	–	–	0.04%	135
2025 Q4	$325K	Hold	3,250	–	–	0.03%	134
2025 Q3	$326K	Hold	3,250	–	–	0.04%	137
2025 Q2	$322K	Hold	3,250	–	–	0.04%	134
2025 Q1	$321K	Sell	3,250 -670	-17%	-$65.5K	0.04%	131
2024 Q4	$380K	Buy	3,920 +670	+21%	+$66K	0.04%	125
2024 Q3	$329K	Hold	3,250	–	–	0.04%	133
2024 Q2	$315K	Sell	3,250 -920	-22%	-$88.8K	0.04%	129
2024 Q1	$408K	Sell	4,170 -515	-11%	-$50.4K	0.05%	124
2023 Q4	$465K	Hold	4,685	–	–	0.06%	107
2023 Q3	$441K	Hold	4,685	–	–	0.06%	105
2023 Q2	$459K	Hold	4,685	–	–	0.06%	109
2023 Q1	$467K	Hold	4,685	–	–	0.07%	108
2022 Q4	$454K	Sell	4,685 -9,000	-66%	-$870K	0.07%	112
2022 Q3	$1.32M	Buy	+13,685	New	+$1.38M	0.2%	82

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Middleton & Co's AGG Position: Q3 2026 in Review

Middleton & Co sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2026, closing a stake of 3,250 shares — an estimated $322K sold.

Middleton & Co first reported a position in AGG in Q3 2022 and held it in 16 quarters. The position peaked at $1.32M in Q3 2022. 955 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

Middleton & Co reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
Middleton & Co sold 3,250 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $322K.
Middleton & Co first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and held it in 16 quarters.
Middleton & Co's iShares Core US Aggregate Bond ETF position peaked at $1.32M in Q3 2022.
955 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on Middleton & Co's 13F filing for Q3 2026, filed 23 Oct 2026.