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

Richardson 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
Q2 		$117K Sell
1,187
-494
-29% -$48.9K 0.05% 77
2026
Q1 		$167K Hold
1,681
– – 0.08% 54
2025
Q4 		$168K Sell
1,681
-1,182
-41% -$119K 0.08% 43
2025
Q3 		$287K Buy
+2,863
New +$284K 0.14% 25
2024
Q3 		– Sell
-119
Closed -$11.6K – 141
2024
Q2 		$11.6K Buy
+119
New +$11.5K 0.01% 126

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Richardson Capital Management's AGG Position: Q2 2026 in Review

Richardson Capital Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 29% in Q2 2026, selling an estimated $48.9K and leaving 1,187 shares worth $117K. The position accounts for 0.05% of the portfolio, ranked #77.

Richardson Capital Management first reported a position in AGG in Q2 2024 and has held it in 5 quarters since. The position peaked at $287K in Q3 2025. 2,079 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Richardson Capital Management held 1,187 shares of iShares Core US Aggregate Bond ETF worth $117K as of Q2 2026.
  • Richardson Capital Management sold 494 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $48.9K.
  • iShares Core US Aggregate Bond ETF made up 0.05% of Richardson Capital Management's portfolio in Q2 2026, its #77 holding.
  • Richardson Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • Richardson Capital Management's iShares Core US Aggregate Bond ETF position peaked at $287K in Q3 2025.
  • 2,079 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.