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RiverGlades Family Offices’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

RiverGlades Family Offices’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 		$5.21M Buy
52,635
+894
+2% +$88.5K 2.39% 10
2026
Q1 		$5.14M Buy
+51,741
New +$5.18M 3.02% 8
2025
Q3 		$4.3M Buy
42,859
+433
+1% +$43K 2.62% 10
2025
Q2 		$4.21M Buy
42,426
+902
+2% +$88.4K 2.76% 8
2025
Q1 		$4.11M Sell
41,524
-77
-0.2% -$7.53K 2.96% 8
2024
Q4 		$4.03M Sell
41,601
-8,118
-16% -$800K 2.88% 9
2024
Q3 		$5.04M Buy
49,719
+3,117
+7% +$311K 3.6% 6
2024
Q2 		$4.52M Buy
46,602
+885
+2% +$85.4K 3.52% 6
2024
Q1 		$4.41M Sell
45,717
-8,427
-16% -$825K 3.51% 5
2023
Q4 		$5.29M Sell
54,144
-4,695
-8% -$447K 4.28% 5
2023
Q3 		$5.53M Buy
58,839
+18,140
+45% +$1.75M 4.86% 4
2023
Q2 		$3.99M Sell
40,699
-6,715
-14% -$664K 3.55% 6
2023
Q1 		$4.72M Sell
47,414
-600
-1% -$59.3K 4.34% 5
2022
Q4 		$4.66M Buy
+48,014
New +$4.64M 4.28% 5
2022
Q2 		$5.3M Buy
52,104
+3,277
+7% +$337K 4.91% 5
2022
Q1 		$5.23M Sell
48,827
-2,040
-4% -$224K 3.95% 5
2021
Q4 		$5.8M Buy
50,867
+1,400
+3% +$160K 4.2% 5
2021
Q3 		$5.68M Sell
49,467
-1,068
-2% -$124K 4.44% 5
2021
Q2 		$5.83M Buy
50,535
+465
+0.9% +$53.3K 4.51% 5
2021
Q1 		$5.7M Sell
50,070
-852
-2% -$98.7K 4.63% 5
2020
Q4 		$6.02M Sell
50,922
-1,675
-3% -$197K 5.1% 5
2020
Q3 		$6.21M Buy
52,597
+105
+0.2% +$12.5K 5.93% 3
2020
Q2 		$6.21M Sell
52,492
-4,793
-8% -$561K 6.35% 2
2020
Q1 		$6.61M Buy
57,285
+1,226
+2% +$140K 7.04% 2
2019
Q4 		$6.3M Sell
56,059
-680
-1% -$76.6K 5.43% 4
2019
Q3 		$6.42M Sell
56,739
-770
-1% -$86.6K 5.74% 4
2019
Q2 		$6.4M Sell
57,509
-295
-0.5% -$32.3K 5.72% 4
2019
Q1 		$6.3M Buy
+57,804
New +$6.2M 5.7% 4
2018
Q4 		– Sell
-65,989
Closed -$6.96M – 40
2018
Q3 		$6.96M Sell
65,989
-3,018
-4% -$320K 5.91% 4
2018
Q2 		$7.34M Sell
69,007
-13,114
-16% -$1.39M 6.39% 3
2018
Q1 		$8.81M Sell
82,121
-17,243
-17% -$1.85M 7.02% 2
2017
Q4 		$10.9M Buy
+99,364
New +$10.9M 8.91% 2

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

RiverGlades Family Offices's AGG Position: Q2 2026 in Review

RiverGlades Family Offices increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.7% in Q2 2026, buying an estimated $88.5K and bringing the position to 52,635 shares worth $5.21M. The position accounts for 2.39% of the portfolio, ranked #10.

RiverGlades Family Offices first reported a position in AGG in Q4 2017 and has held it in 32 quarters since. The position peaked at $10.9M in Q4 2017. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • RiverGlades Family Offices held 52,635 shares of iShares Core US Aggregate Bond ETF worth $5.21M as of Q2 2026.
  • RiverGlades Family Offices bought 894 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $88.5K.
  • iShares Core US Aggregate Bond ETF made up 2.39% of RiverGlades Family Offices's portfolio in Q2 2026, its #10 holding.
  • RiverGlades Family Offices first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 32 quarters since.
  • RiverGlades Family Offices's iShares Core US Aggregate Bond ETF position peaked at $10.9M in Q4 2017.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on RiverGlades Family Offices's 13F filing for Q2 2026, filed 10 Aug 2026.