Raab & Moskowitz Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Raab & Moskowitz Asset 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	$241K	Hold	2,437	–	–	0.05%	182
2026 Q1	$242K	Sell	2,437 -4	-0.2%	-$400	0.05%	177
2025 Q4	$244K	Hold	2,441	–	–	0.05%	178
2025 Q3	$245K	Hold	2,441	–	–	0.05%	175
2025 Q2	$242K	Buy	+2,441	New	+$239K	0.06%	173
2025 Q1	–	Sell	-2,228	Closed	-$216K	–	178
2024 Q4	$216K	Buy	+2,228	New	+$219K	0.05%	164
2024 Q3	–	Sell	-2,228	Closed	-$216K	–	170
2024 Q2	$216K	Buy	+2,228	New	+$215K	0.06%	161
2020 Q1	–	Sell	-130	Closed	-$14K	–	141
2019 Q4	$14K	Buy	+130	New	+$14.6K	0.01%	366
2018 Q4	–	Sell	-162	Closed	-$17K	–	165
2018 Q3	$17K	Buy	+162	New	+$17.2K	0.01%	365
2015 Q1	–	Sell	-774	Closed	-$85K	–	122
2014 Q4	$85K	Buy	+774	New	+$85.2K	0.05%	152

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

Raab & Moskowitz Asset Management's AGG Position: Q2 2026 in Review

Raab & Moskowitz Asset Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 2,437 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #182.

Raab & Moskowitz Asset Management first reported a position in AGG in Q4 2014 and has held it in 10 quarters since. The position peaked at $245K in Q3 2025. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Raab & Moskowitz Asset Management held 2,437 shares of iShares Core US Aggregate Bond ETF worth $241K as of Q2 2026.
Raab & Moskowitz Asset Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.05% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #182 holding.
Raab & Moskowitz Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 10 quarters since.
Raab & Moskowitz Asset Management's iShares Core US Aggregate Bond ETF position peaked at $245K in Q3 2025.
2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.