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

Ted Buchan & 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 		$27.5M Buy
277,977
+5,986
+2% +$592K 9% 1
2026
Q1 		$27M Buy
271,991
+47,215
+21% +$4.72M 9.81% 1
2025
Q4 		$22.5M Buy
224,776
+14,013
+7% +$1.41M 8.24% 1
2025
Q3 		$21.1M Buy
210,763
+10,025
+5% +$995K 8.28% 1
2025
Q2 		$19.9M Buy
200,738
+7,961
+4% +$780K 7.92% 1
2025
Q1 		$19.1M Sell
192,777
-1,003
-0.5% -$98.1K 9.02% 1
2024
Q4 		$18.8M Buy
193,780
+5,233
+3% +$515K 8.87% 1
2024
Q3 		$19.1M Buy
188,547
+21,646
+13% +$2.16M 9.06% 1
2024
Q2 		$16.2M Buy
166,901
+105,884
+174% +$10.2M 8.69% 1
2024
Q1 		$5.98M Buy
+61,017
New +$5.97M 3.67% 9

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

Ted Buchan & Co's AGG Position: Q2 2026 in Review

Ted Buchan & Co increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.2% in Q2 2026, buying an estimated $592K and bringing the position to 277,977 shares worth $27.5M. The position accounts for 9% of the portfolio, ranked #1.

Ted Buchan & Co first reported a position in AGG in Q1 2024 and has held it in 10 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Ted Buchan & Co held 277,977 shares of iShares Core US Aggregate Bond ETF worth $27.5M as of Q2 2026.
  • Ted Buchan & Co bought 5,986 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $592K.
  • iShares Core US Aggregate Bond ETF made up 9% of Ted Buchan & Co's portfolio in Q2 2026, its #1 holding.
  • Ted Buchan & Co first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Ted Buchan & Co's 13F filing for Q2 2026, filed 23 Jul 2026.