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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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. 651 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.
651 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.