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 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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Ted Buchan & Co's AGG Position: Q1 2026 in Review

Ted Buchan & Co increased its iShares Core US Aggregate Bond ETF (AGG) stake by 21% in Q1 2026, buying an estimated $4.72M and bringing the position to 271,991 shares worth $27M. The position accounts for 9.81% of the portfolio, ranked #1.

Ted Buchan & Co first reported a position in AGG in Q1 2024 and has held it in 9 quarters since. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Ted Buchan & Co held 271,991 shares of iShares Core US Aggregate Bond ETF worth $27M as of Q1 2026.
Ted Buchan & Co bought 47,215 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $4.72M.
iShares Core US Aggregate Bond ETF made up 9.81% of Ted Buchan & Co's portfolio in Q1 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 9 quarters since.
2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Ted Buchan & Co's 13F filing for Q1 2026, filed 14 May 2026.