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Sugar Maple Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sugar Maple Asset 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 		$1.54M Sell
15,540
-115,850
-88% -$11.5M 0.99% 23
2026
Q1 		$13M Buy
+131,390
New +$13.1M 7.92% 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

Sugar Maple Asset Management's AGG Position: Q2 2026 in Review

Sugar Maple Asset Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 88% in Q2 2026, selling an estimated $11.5M and leaving 15,540 shares worth $1.54M. The position accounts for 0.99% of the portfolio, ranked #23.

Sugar Maple Asset Management first reported a position in AGG in Q1 2026 and has held it in 2 quarters since. The position peaked at $13M in Q1 2026. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Sugar Maple Asset Management held 15,540 shares of iShares Core US Aggregate Bond ETF worth $1.54M as of Q2 2026.
  • Sugar Maple Asset Management sold 115,850 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $11.5M.
  • iShares Core US Aggregate Bond ETF made up 0.99% of Sugar Maple Asset Management's portfolio in Q2 2026, its #23 holding.
  • Sugar Maple Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Sugar Maple Asset Management's iShares Core US Aggregate Bond ETF position peaked at $13M in Q1 2026.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Sugar Maple Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.