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

TCP 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 		$18.2M Buy
183,413
+14,199
+8% +$1.4M 2.06% 14
2026
Q1 		$16.8M Buy
169,214
+48,876
+41% +$4.89M 2.16% 14
2025
Q4 		$12M Buy
120,338
+7,388
+7% +$741K 2.03% 17
2025
Q3 		$11.3M Buy
112,950
+5,880
+5% +$583K 2.02% 17
2025
Q2 		$10.6M Buy
107,070
+2,183
+2% +$214K 2.11% 17
2025
Q1 		$10.4M Buy
104,887
+1,927
+2% +$188K 2.32% 16
2024
Q4 		$9.98M Buy
102,960
+2,978
+3% +$293K 2.2% 16
2024
Q3 		$10.1M Sell
99,982
-51,686
-34% -$5.16M 2.33% 17
2024
Q2 		$14.7M Buy
151,668
+1,179
+0.8% +$114K 3.72% 10
2024
Q1 		$14.7M Sell
150,489
-5,954
-4% -$583K 3.89% 9
2023
Q4 		$15.5M Buy
156,443
+2,531
+2% +$241K 5.75% 6
2023
Q3 		$14.5M Buy
153,912
+5,857
+4% +$564K 6.19% 5
2023
Q2 		$14.5M Buy
148,055
+16,504
+13% +$1.63M 6.17% 4
2023
Q1 		$13.1M Buy
131,551
+26,375
+25% +$2.61M 7.22% 3
2022
Q4 		$10.2M Buy
+105,176
New +$10.2M 7.97% 3

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

TCP Asset Management's AGG Position: Q2 2026 in Review

TCP Asset Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 8.4% in Q2 2026, buying an estimated $1.4M and bringing the position to 183,413 shares worth $18.2M. The position accounts for 2.06% of the portfolio, ranked #14.

TCP Asset Management first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • TCP Asset Management held 183,413 shares of iShares Core US Aggregate Bond ETF worth $18.2M as of Q2 2026.
  • TCP Asset Management bought 14,199 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.4M.
  • iShares Core US Aggregate Bond ETF made up 2.06% of TCP Asset Management's portfolio in Q2 2026, its #14 holding.
  • TCP Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on TCP Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.