Mill Creek Capital Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Mill Creek Capital Advisors’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	$132M	Buy	1,331,097 +39,178	+3%	+$3.92M	2.71%	6
2025 Q4	$129M	Buy	1,291,919 +126,954	+11%	+$12.7M	2.63%	6
2025 Q3	$117M	Buy	1,164,965 +63,577	+6%	+$6.31M	2.41%	6
2025 Q2	$109M	Sell	1,101,388 -124,099	-10%	-$12.2M	2.42%	6
2025 Q1	$121M	Buy	1,225,487 +52,399	+4%	+$5.12M	2.94%	6
2024 Q4	$114M	Sell	1,173,088 -24,718	-2%	-$2.43M	2.73%	6
2024 Q3	$121M	Buy	1,197,806 +123,492	+11%	+$12.3M	2.92%	6
2024 Q2	$104M	Buy	1,074,314 +54,733	+5%	+$5.28M	2.66%	6
2024 Q1	$99.9M	Sell	1,019,581 -421,039	-29%	-$41.2M	2.71%	6
2023 Q4	$143M	Buy	1,440,620 +42,830	+3%	+$4.08M	4.23%	5
2023 Q3	$131M	Buy	1,397,790 +62,084	+5%	+$5.98M	4.37%	5
2023 Q2	$131M	Buy	1,335,706 +227,340	+21%	+$22.5M	4.22%	5
2023 Q1	$110M	Buy	+1,108,366	New	+$110M	4.07%	6

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Mill Creek Capital Advisors's AGG Position: Q1 2026 in Review

Mill Creek Capital Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3% in Q1 2026, buying an estimated $3.92M and bringing the position to 1,331,097 shares worth $132M. The position accounts for 2.71% of the portfolio, ranked #6.

Mill Creek Capital Advisors first reported a position in AGG in Q1 2023 and has held it in 13 quarters since. The position peaked at $143M in Q4 2023. 2,083 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Mill Creek Capital Advisors held 1,331,097 shares of iShares Core US Aggregate Bond ETF worth $132M as of Q1 2026.
Mill Creek Capital Advisors bought 39,178 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $3.92M.
iShares Core US Aggregate Bond ETF made up 2.71% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #6 holding.
Mill Creek Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 13 quarters since.
Mill Creek Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $143M in Q4 2023.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.