Stone House Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $628K | Sell |
6,346
-2,640
| -29% | -$261K | 0.08% | 46 |
|
|
2026
Q1 | $892K | Buy |
8,986
+65
| +0.7% | +$6.5K | 0.16% | 30 |
|
|
2025
Q4 | $891K | Buy |
8,921
+76
| +0.9% | +$7.63K | 0.14% | 36 |
|
|
2025
Q3 | $887K | Sell |
8,845
-415
| -4% | -$41.2K | 0.15% | 37 |
|
|
2025
Q2 | $919K | Sell |
9,260
-101,534
| -92% | -$9.95M | 0.17% | 33 |
|
|
2025
Q1 | $11M | Buy |
110,794
+15,819
| +17% | +$1.55M | 2.22% | 13 |
|
|
2024
Q4 | $9.2M | Sell |
94,975
-10,853
| -10% | -$1.07M | 2.34% | 15 |
|
|
2024
Q3 | $10.7M | Buy |
105,828
+3,009
| +3% | +$300K | 2.21% | 15 |
|
|
2024
Q2 | $9.98M | Buy |
102,819
+5,925
| +6% | +$572K | 2.59% | 11 |
|
|
2024
Q1 | $9.49M | Buy |
96,894
+24,619
| +34% | +$2.41M | 2.23% | 14 |
|
|
2023
Q4 | $7.17M | Buy |
72,275
+25,726
| +55% | +$2.45M | 2.47% | 12 |
|
|
2023
Q3 | $4.38M | Sell |
46,549
-45,810
| -50% | -$4.41M | 1.52% | 15 |
|
|
2023
Q2 | $9.05M | Buy |
92,359
+43,041
| +87% | +$4.25M | 3.28% | 10 |
|
|
2023
Q1 | $4.91M | Sell |
49,318
-41,208
| -46% | -$4.07M | 1.66% | 14 |
|
|
2022
Q4 | $8.78M | Buy |
90,526
+2,590
| +3% | +$250K | 3.13% | 11 |
|
|
2022
Q3 | $8.47M | Buy |
87,936
+36,743
| +72% | +$3.72M | 3.93% | 6 |
|
|
2022
Q2 | $5.21M | Buy |
51,193
+47,605
| +1,327% | +$4.89M | 2.35% | 10 |
|
|
2022
Q1 | $384K | Sell |
3,588
-10,244
| -74% | -$1.13M | 0.13% | 32 |
|
|
2021
Q4 | $1.58M | Sell |
13,832
-418
| -3% | -$47.8K | 0.54% | 21 |
|
|
2021
Q3 | $1.64M | Hold |
14,250
| – | – | 0.64% | 21 |
|
|
2021
Q2 | $1.64M | Sell |
14,250
-75,063
| -84% | -$8.6M | 0.64% | 21 |
|
|
2021
Q1 | $10.6M | Hold |
89,313
| – | – | 5.32% | 6 |
|
|
2020
Q4 | $10.6M | Sell |
89,313
-29,616
| -25% | -$3.49M | 5.32% | 6 |
|
|
2020
Q3 | $14M | Sell |
118,929
-13,368
| -10% | -$1.59M | 5.67% | 5 |
|
|
2020
Q2 | $15.6M | Buy |
132,297
+21,227
| +19% | +$2.48M | 7.85% | 4 |
|
|
2020
Q1 | $12.8M | Buy |
+111,070
| New | +$12.7M | 7.49% | 4 |
|
|
2019
Q4 | – | Sell |
-132,033
| Closed | -$14.9M | – | 29 |
|
|
2019
Q3 | $14.9M | Buy |
132,033
+8,951
| +7% | +$1.01M | 7.45% | 4 |
|
|
2019
Q2 | $13.7M | Buy |
123,082
+45,677
| +59% | +$4.99M | 7.16% | 4 |
|
|
2019
Q1 | $8.44M | Buy |
77,405
+32,750
| +73% | +$3.51M | 4.4% | 7 |
|
|
2018
Q4 | $4.75M | Sell |
44,655
-7
| -0% | -$734 | 3% | 11 |
|
|
2018
Q3 | $4.71M | Sell |
44,662
-27,249
| -38% | -$2.89M | 2.7% | 15 |
|
|
2018
Q2 | $7.65M | Buy |
71,911
+37
| +0.1% | +$3.92K | 4.87% | 5 |
|
|
2018
Q1 | $7.71M | Sell |
71,874
-4,662
| -6% | -$501K | 5.01% | 5 |
|
|
2017
Q4 | $8.37M | Buy |
76,536
+4,768
| +7% | +$521K | 5.66% | 6 |
|
|
2017
Q3 | $7.87M | Buy |
71,768
+3,787
| +6% | +$416K | 5.6% | 6 |
|
|
2017
Q2 | $7.45M | Buy |
67,981
+10,975
| +19% | +$1.2M | 5.35% | 7 |
|
|
2017
Q1 | $6.18M | Buy |
57,006
+4,177
| +8% | +$452K | 4.63% | 6 |
|
|
2016
Q4 | $5.71M | Buy |
+52,829
| New | +$5.79M | 4.8% | 7 |
|
Other funds holding AGG
Stone House Investment Management's AGG Position: Q2 2026 in Review
Stone House Investment Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 29% in Q2 2026, selling an estimated $261K and leaving 6,346 shares worth $628K. The position accounts for 0.08% of the portfolio, ranked #46.
Stone House Investment Management first reported a position in AGG in Q4 2016 and has held it in 38 quarters since. The position peaked at $15.6M in Q2 2020. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.
- Stone House Investment Management held 6,346 shares of iShares Core US Aggregate Bond ETF worth $628K as of Q2 2026.
- Stone House Investment Management sold 2,640 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $261K.
- iShares Core US Aggregate Bond ETF made up 0.08% of Stone House Investment Management's portfolio in Q2 2026, its #46 holding.
- Stone House Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 38 quarters since.
- Stone House Investment Management's iShares Core US Aggregate Bond ETF position peaked at $15.6M in Q2 2020.
- 2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.
Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.