MTM Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

MTM Investment 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	$9.9K	Sell	100 -40	-29%	-$3.96K	﹤0.01%	526
2026 Q1	$13.9K	Buy	+140	New	+$14K	﹤0.01%	481
2025 Q2	–	Sell	-370	Closed	-$36.6K	–	732
2025 Q1	$36.6K	Buy	+370	New	+$36.2K	0.01%	231
2022 Q1	–	Sell	-17	Closed	-$2K	–	279
2021 Q4	$2K	Hold	17	–	–	﹤0.01%	281
2021 Q3	$2K	Hold	17	–	–	﹤0.01%	260
2021 Q2	$2K	Hold	17	–	–	﹤0.01%	254
2021 Q1	$2K	Buy	+17	New	+$1.97K	﹤0.01%	247

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

MTM Investment Management's AGG Position: Q2 2026 in Review

MTM Investment Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 29% in Q2 2026, selling an estimated $3.96K and leaving 100 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

MTM Investment Management first reported a position in AGG in Q1 2021 and has held it in 7 quarters since. The position peaked at $36.6K in Q1 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

MTM Investment Management held 100 shares of iShares Core US Aggregate Bond ETF worth $9.9K as of Q2 2026.
MTM Investment Management sold 40 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $3.96K.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #526 holding.
MTM Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 7 quarters since.
MTM Investment Management's iShares Core US Aggregate Bond ETF position peaked at $36.6K in Q1 2025.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.