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 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

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

Middleton & Co's AGG Position: Q1 2026 in Review

Middleton & Co held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2026 at 3,250 shares worth $323K. The position accounts for 0.04% of the portfolio, ranked #135.

Middleton & Co first reported a position in AGG in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.32M in Q3 2022. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Middleton & Co held 3,250 shares of iShares Core US Aggregate Bond ETF worth $323K as of Q1 2026.
Middleton & Co left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2026.
iShares Core US Aggregate Bond ETF made up 0.04% of Middleton & Co's portfolio in Q1 2026, its #135 holding.
Middleton & Co first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and has held it in 15 quarters since.
Middleton & Co's iShares Core US Aggregate Bond ETF position peaked at $1.32M in Q3 2022.
2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.