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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.86M Sell
18,759
-30,161
-62% -$2.98M 0.16% 80
2026
Q1
$4.86M Sell
48,920
-202,565
-81% -$20.3M 0.48% 41
2025
Q4
$25.1M Sell
251,485
-12,185
-5% -$1.22M 2.41% 8
2025
Q3
$26.4M Buy
263,670
+10,466
+4% +$1.04M 2.54% 8
2025
Q2
$25.1M Sell
253,204
-3,845
-1% -$377K 2.58% 7
2025
Q1
$25.4M Sell
257,049
-10,192
-4% -$996K 2.73% 7
2024
Q4
$25.9M Buy
267,241
+4,096
+2% +$403K 2.77% 7
2024
Q3
$26.6M Buy
263,145
+10,100
+4% +$1.01M 2.83% 7
2024
Q2
$24.6M Buy
253,045
+2,678
+1% +$259K 2.76% 7
2024
Q1
$24.5M Sell
250,367
-75,707
-23% -$7.41M 2.81% 7
2023
Q4
$32.4M Buy
326,074
+52,230
+19% +$4.97M 4.1% 5
2023
Q3
$25.8M Buy
273,844
+273,088
+36,123% +$26.3M 3.44% 6
2023
Q2
$74.1K Buy
756
+13
+2% +$1.28K 0.01% 238
2023
Q1
$74K Buy
+743
New +$73.4K 0.01% 230
2018
Q2
Sell
-85
Closed -$9K 353
2018
Q1
$9K Sell
85
-80,167
-100% -$8.61M ﹤0.01% 247
2017
Q4
$8.77M Sell
80,252
-632
-0.8% -$69.1K 2.39% 10
2017
Q3
$8.86M Buy
80,884
+940
+1% +$103K 2.49% 10
2017
Q2
$8.76M Buy
79,944
+498
+0.6% +$54.4K 2.59% 9
2017
Q1
$8.62M Sell
79,446
-13,837
-15% -$1.5M 2.71% 8
2016
Q4
$10.1M Sell
93,283
-21,560
-19% -$2.36M 3.63% 8
2016
Q3
$12.9M Buy
114,843
+805
+0.7% +$90.5K 4.69% 7
2016
Q2
$12.8M Buy
114,038
+1,915
+2% +$213K 4.66% 6
2016
Q1
$12.4M Sell
112,123
-366
-0.3% -$40.1K 5.03% 6
2015
Q4
$12.2M Buy
112,489
+3,009
+3% +$328K 4.79% 6
2015
Q3
$12M Sell
109,480
-2,444
-2% -$267K 5.46% 4
2015
Q2
$12.2M Buy
111,924
+5,588
+5% +$615K 4.94% 5
2015
Q1
$11.8M Buy
106,336
+49,981
+89% +$5.55M 4.96% 4
2014
Q4
$6.21M Buy
+56,355
New +$6.2M 2.82% 8

Other funds holding AGG

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

MV Capital Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 62% in Q2 2026, selling an estimated $2.98M and leaving 18,759 shares worth $1.86M. The position accounts for 0.16% of the portfolio, ranked #80.

MV Capital Management first reported a position in AGG in Q4 2014 and has held it in 28 quarters since. The position peaked at $32.4M in Q4 2023. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • MV Capital Management held 18,759 shares of iShares Core US Aggregate Bond ETF worth $1.86M as of Q2 2026.
  • MV Capital Management sold 30,161 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.98M.
  • iShares Core US Aggregate Bond ETF made up 0.16% of MV Capital Management's portfolio in Q2 2026, its #80 holding.
  • MV Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 28 quarters since.
  • MV Capital Management's iShares Core US Aggregate Bond ETF position peaked at $32.4M in Q4 2023.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.