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

Monument 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 Q2	$728K	Buy	+7,356	New	+$728K	0.15%	131
2022 Q1	–	Sell	-31,069	Closed	-$3.54M	–	134
2021 Q4	$3.54M	Sell	31,069 -7,972	-20%	-$912K	1.1%	22
2021 Q3	$4.48M	Sell	39,041 -7,739	-17%	-$897K	1.52%	7
2021 Q2	$5.39M	Sell	46,780 -459	-1%	-$52.6K	1.87%	8
2021 Q1	$5.38M	Buy	47,239 +25,810	+120%	+$2.99M	2.16%	8
2020 Q4	$2.53M	Buy	21,429 +1,884	+10%	+$222K	1.17%	34
2020 Q3	$2.31M	Buy	19,545 +3,408	+21%	+$404K	1.22%	34
2020 Q2	$1.91M	Buy	+16,137	New	+$1.89M	1.12%	46
2019 Q3	–	Sell	-3,949	Closed	-$439K	–	85
2019 Q2	$439K	Sell	3,949 -91	-2%	-$9.95K	0.24%	82
2019 Q1	$441K	Sell	4,040 -24	-0.6%	-$2.57K	0.25%	79
2018 Q4	$433K	Buy	4,064 +414	+11%	+$43.4K	0.27%	80
2018 Q3	$385K	Buy	3,650 +7	+0.2%	+$743	0.22%	69
2018 Q2	$387K	Buy	+3,643	New	+$386K	0.27%	67

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Monument Capital Management's AGG Position: Q2 2026 in Review

Monument Capital Management opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 7,356 shares worth $728K. The stake represents 0.15% of the portfolio and ranks #131 among its holdings. This is a return to the name: Monument Capital Management previously reported a position in AGG as recently as Q4 2021.

Monument Capital Management first reported a position in AGG in Q2 2018 and has held it in 13 quarters since. The position peaked at $5.39M in Q2 2021. 2,093 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Monument Capital Management held 7,356 shares of iShares Core US Aggregate Bond ETF worth $728K as of Q2 2026.
iShares Core US Aggregate Bond ETF was a new Monument Capital Management position in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.15% of Monument Capital Management's portfolio in Q2 2026, its #131 holding.
Monument Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2018 and has held it in 13 quarters since.
Monument Capital Management's iShares Core US Aggregate Bond ETF position peaked at $5.39M in Q2 2021.
2,093 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.