MRP Capital Investments’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

MRP Capital Investments’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	$701K	Sell	7,066 -28	-0.4%	-$2.8K	0.61%	48
2025 Q4	$709K	Sell	7,094 -310	-4%	-$31.1K	0.59%	51
2025 Q3	$734K	Hold	7,404	–	–	0.63%	50
2025 Q2	$734K	Buy	7,404 +360	+5%	+$35.3K	0.51%	46
2025 Q1	$697K	Buy	7,044 +147	+2%	+$14.4K	0.65%	50
2024 Q4	$668K	Sell	6,897 -170	-2%	-$16.7K	0.61%	52
2024 Q3	$716K	Hold	7,067	–	–	0.68%	51
2024 Q2	$686K	Buy	+7,067	New	+$682K	0.64%	59
2024 Q1	–	Sell	-7,137	Closed	-$708K	–	98
2023 Q4	$708K	Buy	+7,137	New	+$679K	0.76%	46
2023 Q3	–	Sell	-5,440	Closed	-$533K	–	97
2023 Q2	$533K	Sell	5,440 -250	-4%	-$24.7K	0.52%	62
2023 Q1	$567K	Buy	5,690 +4,801	+540%	+$474K	0.62%	56
2022 Q4	$86.2K	Buy	+889	New	+$86K	0.1%	107

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

MRP Capital Investments's AGG Position: Q1 2026 in Review

MRP Capital Investments reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.39% in Q1 2026, selling an estimated $2.8K and leaving 7,066 shares worth $701K. The position accounts for 0.61% of the portfolio, ranked #48.

MRP Capital Investments first reported a position in AGG in Q4 2022 and has held it in 12 quarters since. The position peaked at $734K in Q3 2025. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

MRP Capital Investments held 7,066 shares of iShares Core US Aggregate Bond ETF worth $701K as of Q1 2026.
MRP Capital Investments sold 28 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $2.8K.
iShares Core US Aggregate Bond ETF made up 0.61% of MRP Capital Investments's portfolio in Q1 2026, its #48 holding.
MRP Capital Investments first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 12 quarters since.
MRP Capital Investments's iShares Core US Aggregate Bond ETF position peaked at $734K in Q3 2025.
2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on MRP Capital Investments's 13F filing for Q1 2026, filed 14 May 2026.