Murphy & Mullick Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Murphy & Mullick 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	–	Sell	-109	Closed	-$10.8K	–	668
2026 Q1	$10.8K	Hold	109	–	–	0.01%	464
2025 Q4	$10.8K	Sell	109 -98	-47%	-$9.83K	0.01%	474
2025 Q3	$20.9K	Buy	207 +1	+0.5%	+$99	0.02%	384
2025 Q2	$20.4K	Buy	206 +1	+0.5%	+$98	0.02%	376
2025 Q1	$20.3K	Buy	205 +1	+0.5%	+$98	0.02%	364
2024 Q4	$19.8K	Buy	+204	New	+$20.1K	0.02%	365

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

Murphy & Mullick Capital Management's AGG Position: Q2 2026 in Review

Murphy & Mullick Capital Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 109 shares — an estimated $10.8K sold.

Murphy & Mullick Capital Management first reported a position in AGG in Q4 2024 and held it in 6 quarters. The position peaked at $20.9K in Q3 2025. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Murphy & Mullick Capital Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Murphy & Mullick Capital Management sold 109 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $10.8K.
Murphy & Mullick Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and held it in 6 quarters.
Murphy & Mullick Capital Management's iShares Core US Aggregate Bond ETF position peaked at $20.9K in Q3 2025.
2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.