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Texas Yale Capital Corp’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Texas Yale Capital Corp’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 		$609K Buy
6,148
+695
+13% +$68.8K 0.01% 358
2026
Q1 		$541K Buy
5,453
+797
+17% +$79.7K 0.02% 360
2025
Q4 		$465K Hold
4,656
– – 0.01% 370
2025
Q3 		$467K Sell
4,656
-1,840
-28% -$183K 0.01% 365
2025
Q2 		$644K Hold
6,496
– – 0.02% 309
2025
Q1 		$643K Buy
6,496
+103
+2% +$10.1K 0.03% 301
2024
Q4 		$619K Sell
6,393
-1,630
-20% -$161K 0.02% 304
2024
Q3 		$812K Buy
8,023
+5,113
+176% +$510K 0.04% 286
2024
Q2 		$282K Buy
2,910
+20
+0.7% +$1.93K 0.01% 382
2024
Q1 		$283K Buy
2,890
+250
+9% +$24.5K 0.01% 387
2023
Q4 		$262K Buy
+2,640
New +$251K 0.01% 386

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

Texas Yale Capital Corp's AGG Position: Q2 2026 in Review

Texas Yale Capital Corp increased its iShares Core US Aggregate Bond ETF (AGG) stake by 13% in Q2 2026, buying an estimated $68.8K and bringing the position to 6,148 shares worth $609K. The position accounts for 0.01% of the portfolio, ranked #358.

Texas Yale Capital Corp first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $812K in Q3 2024. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Texas Yale Capital Corp held 6,148 shares of iShares Core US Aggregate Bond ETF worth $609K as of Q2 2026.
  • Texas Yale Capital Corp bought 695 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $68.8K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Texas Yale Capital Corp's portfolio in Q2 2026, its #358 holding.
  • Texas Yale Capital Corp first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Texas Yale Capital Corp's iShares Core US Aggregate Bond ETF position peaked at $812K in Q3 2024.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Texas Yale Capital Corp's 13F filing for Q2 2026, filed 12 Aug 2026.