SC
AGG icon

Shuttleworth & Co’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Shuttleworth & Co’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 		$2.01M Sell
20,266
-155
-0.8% -$15.3K 1.6% 34
2026
Q1 		$2.03M Buy
20,421
+7,637
+60% +$764K 1.83% 33
2025
Q4 		$1.28M Buy
12,784
+2,760
+28% +$277K 1.17% 43
2025
Q3 		$1M Buy
+10,024
New +$995K 0.91% 49

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

Shuttleworth & Co's AGG Position: Q2 2026 in Review

Shuttleworth & Co reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.76% in Q2 2026, selling an estimated $15.3K and leaving 20,266 shares worth $2.01M. The position accounts for 1.6% of the portfolio, ranked #34.

Shuttleworth & Co first reported a position in AGG in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.03M in Q1 2026. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Shuttleworth & Co held 20,266 shares of iShares Core US Aggregate Bond ETF worth $2.01M as of Q2 2026.
  • Shuttleworth & Co sold 155 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $15.3K.
  • iShares Core US Aggregate Bond ETF made up 1.6% of Shuttleworth & Co's portfolio in Q2 2026, its #34 holding.
  • Shuttleworth & Co first reported a position in iShares Core US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Shuttleworth & Co's iShares Core US Aggregate Bond ETF position peaked at $2.03M in Q1 2026.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Shuttleworth & Co's 13F filing for Q2 2026, filed 5 Aug 2026.