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

Objective 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
Q1 		$1.65M Buy
16,598
+1,683
+11% +$168K 1.66% 14
2025
Q4 		$1.49M Buy
14,915
+646
+5% +$64.8K 1.52% 16
2025
Q3 		$1.43M Buy
14,269
+231
+2% +$22.9K 1.48% 18
2025
Q2 		$1.39M Sell
14,038
-781
-5% -$76.5K 1.56% 18
2025
Q1 		$1.47M Sell
14,819
-13,137
-47% -$1.28M 1.87% 11
2024
Q4 		$2.71M Sell
27,956
-2,395
-8% -$236K 1.81% 12
2024
Q3 		$3.07M Buy
+30,351
New +$3.03M 1.81% 13
2024
Q1 		$2.8M Buy
28,623
+892
+3% +$87.3K 1.89% 12
2023
Q4 		$2.75M Buy
27,731
+2,228
+9% +$212K 2.1% 11
2023
Q3 		$2.4M Buy
25,503
+8,551
+50% +$824K 2.13% 11
2023
Q2 		$1.66M Sell
16,952
-752
-4% -$74.3K 1.45% 20
2023
Q1 		$1.76M Sell
17,704
-1,062
-6% -$105K 1.61% 19
2022
Q4 		$1.82M Sell
18,766
-869
-4% -$84K 1.81% 17
2022
Q3 		$1.89M Sell
19,635
-4,472
-19% -$452K 2.02% 15
2022
Q2 		$2.45M Sell
24,107
-6,784
-22% -$697K 2.47% 9
2022
Q1 		$3.31M Sell
30,891
-17,112
-36% -$1.88M 2.54% 9
2021
Q4 		$5.48M Buy
+48,003
New +$5.49M 3.87% 5

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Objective Capital Management's AGG Position: Q1 2026 in Review

Objective Capital Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 11% in Q1 2026, buying an estimated $168K and bringing the position to 16,598 shares worth $1.65M. The position accounts for 1.66% of the portfolio, ranked #14.

Objective Capital Management first reported a position in AGG in Q4 2021 and has held it in 17 quarters since. The position peaked at $5.48M in Q4 2021. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Objective Capital Management held 16,598 shares of iShares Core US Aggregate Bond ETF worth $1.65M as of Q1 2026.
  • Objective Capital Management bought 1,683 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $168K.
  • iShares Core US Aggregate Bond ETF made up 1.66% of Objective Capital Management's portfolio in Q1 2026, its #14 holding.
  • Objective Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Objective Capital Management's iShares Core US Aggregate Bond ETF position peaked at $5.48M in Q4 2021.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Objective Capital Management's 13F filing for Q1 2026, filed 4 May 2026.