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

Slow Capital’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	$12.6M	Sell	127,150 -11,518	-8%	-$1.14M	1.47%	19
2026 Q1	$13.8M	Buy	138,668 +8,141	+6%	+$815K	1.79%	15
2025 Q4	$13M	Buy	130,527 +24,945	+24%	+$2.5M	1.56%	16
2025 Q3	$10.6M	Buy	105,582 +11,196	+12%	+$1.11M	1.24%	20
2025 Q2	$9.36M	Buy	94,386 +366	+0.4%	+$35.9K	1.15%	19
2025 Q1	$9.3M	Sell	94,020 -1,121	-1%	-$110K	1.25%	18
2024 Q4	$9.22M	Buy	95,141 +327	+0.3%	+$32.2K	1.31%	16
2024 Q3	$9.6M	Buy	94,814 +1,844	+2%	+$184K	1.47%	16
2024 Q2	$9.02M	Buy	92,970 +6,473	+7%	+$625K	1.46%	16
2024 Q1	$8.47M	Buy	86,497 +8,196	+10%	+$802K	1.36%	16
2023 Q4	$7.77M	Buy	78,301 +1,523	+2%	+$145K	1.35%	15
2023 Q3	$7.22M	Buy	76,778 +6,717	+10%	+$647K	1.33%	16
2023 Q2	$6.86M	Sell	70,061 -9,338	-12%	-$923K	1.19%	20
2023 Q1	$7.91M	Buy	+79,399	New	+$7.85M	1.48%	16
2020 Q1	–	Sell	-3,315	Closed	-$373K	–	161
2019 Q4	$373K	Hold	3,315	–	–	0.12%	162
2019 Q3	$375K	Sell	3,315 -1,067	-24%	-$120K	0.13%	141
2019 Q2	$488K	Sell	4,382 -7,049	-62%	-$771K	0.2%	126
2019 Q1	$1.25M	Buy	11,431 +6,280	+122%	+$673K	0.5%	79
2018 Q4	$549K	Sell	5,151 -682	-12%	-$71.5K	0.26%	111
2018 Q3	$615K	Sell	5,833 -378	-6%	-$40.1K	0.27%	108
2018 Q2	$660K	Sell	6,211 -1,311	-17%	-$139K	0.33%	96
2018 Q1	$807K	Buy	+7,522	New	+$808K	0.36%	93

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

Slow Capital's AGG Position: Q2 2026 in Review

Slow Capital reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 8.3% in Q2 2026, selling an estimated $1.14M and leaving 127,150 shares worth $12.6M. The position accounts for 1.47% of the portfolio, ranked #19.

Slow Capital first reported a position in AGG in Q1 2018 and has held it in 22 quarters since. The position peaked at $13.8M in Q1 2026. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Slow Capital held 127,150 shares of iShares Core US Aggregate Bond ETF worth $12.6M as of Q2 2026.
Slow Capital sold 11,518 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.14M.
iShares Core US Aggregate Bond ETF made up 1.47% of Slow Capital's portfolio in Q2 2026, its #19 holding.
Slow Capital first reported a position in iShares Core US Aggregate Bond ETF in Q1 2018 and has held it in 22 quarters since.
Slow Capital's iShares Core US Aggregate Bond ETF position peaked at $13.8M in Q1 2026.
2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Slow Capital's 13F filing for Q2 2026, filed 22 Jul 2026.