Pine Haven Investment Counsel’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Pine Haven Investment Counsel’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	$270K	Sell	2,729 -690	-20%	-$68.3K	0.18%	100
2026 Q1	$339K	Buy	3,419 +1,354	+66%	+$135K	0.25%	86
2025 Q4	$206K	Hold	2,065	–	–	0.15%	113
2025 Q3	$207K	Hold	2,065	–	–	0.15%	112
2025 Q2	$205K	Hold	2,065	–	–	0.16%	110
2025 Q1	$204K	Buy	+2,065	New	+$202K	0.17%	112
2024 Q4	–	Sell	-2,040	Closed	-$207K	–	108
2024 Q3	$207K	Buy	+2,040	New	+$204K	0.17%	107

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

Pine Haven Investment Counsel's AGG Position: Q2 2026 in Review

Pine Haven Investment Counsel reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 20% in Q2 2026, selling an estimated $68.3K and leaving 2,729 shares worth $270K. The position accounts for 0.18% of the portfolio, ranked #100.

Pine Haven Investment Counsel first reported a position in AGG in Q3 2024 and has held it in 7 quarters since. The position peaked at $339K in Q1 2026. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Pine Haven Investment Counsel held 2,729 shares of iShares Core US Aggregate Bond ETF worth $270K as of Q2 2026.
Pine Haven Investment Counsel sold 690 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $68.3K.
iShares Core US Aggregate Bond ETF made up 0.18% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #100 holding.
Pine Haven Investment Counsel first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 7 quarters since.
Pine Haven Investment Counsel's iShares Core US Aggregate Bond ETF position peaked at $339K in Q1 2026.
2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.