Rice Partnership’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Rice Partnership’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	$175K	Hold	1,769	–	–	0.02%	122
2026 Q1	$176K	Hold	1,769	–	–	0.02%	116
2025 Q4	$177K	Hold	1,769	–	–	0.02%	116
2025 Q3	$177K	Buy	+1,769	New	+$176K	0.03%	118
2021 Q3	–	Sell	-5,000	Closed	-$577K	–	131
2021 Q2	$577K	Buy	5,000 +4,818	+2,647%	+$552K	0.18%	65
2021 Q1	$21K	Sell	182 -408	-69%	-$47.2K	0.01%	104
2020 Q4	$70K	Buy	+590	New	+$69.5K	0.03%	94

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

Rice Partnership's AGG Position: Q2 2026 in Review

Rice Partnership held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 1,769 shares worth $175K. The position accounts for 0.02% of the portfolio, ranked #122.

Rice Partnership first reported a position in AGG in Q4 2020 and has held it in 7 quarters since. The position peaked at $577K in Q2 2021. 2,088 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Rice Partnership held 1,769 shares of iShares Core US Aggregate Bond ETF worth $175K as of Q2 2026.
Rice Partnership left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.02% of Rice Partnership's portfolio in Q2 2026, its #122 holding.
Rice Partnership first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 7 quarters since.
Rice Partnership's iShares Core US Aggregate Bond ETF position peaked at $577K in Q2 2021.
2,088 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.