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Thurston Springer Miller Herd & Titak’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Thurston Springer Miller Herd & Titak’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 		$275K Buy
2,783
+74
+3% +$7.32K 0.1% 210
2026
Q1 		$269K Buy
2,709
+1
+0% +$100 0.11% 204
2025
Q4 		$270K Buy
2,708
+2,401
+782% +$241K 0.09% 213
2025
Q3 		$30.8K Sell
307
-426
-58% -$42.3K 0.06% 254
2025
Q2 		$72.7K Buy
733
+538
+276% +$52.7K 0.01% 567
2025
Q1 		$19.3K Hold
195
– – ﹤0.01% 889
2024
Q4 		$18.9K Hold
195
– – ﹤0.01% 742
2024
Q3 		$19.7K Hold
195
– – 0.01% 833
2024
Q2 		$18.9K Sell
195
-4,127
-95% -$398K 0.01% 831
2024
Q1 		$423K Buy
+4,322
New +$423K 0.17% 33

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's AGG Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.7% in Q2 2026, buying an estimated $7.32K and bringing the position to 2,783 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #210.

Thurston Springer Miller Herd & Titak first reported a position in AGG in Q1 2024 and has held it in 10 quarters since. The position peaked at $423K in Q1 2024. 870 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Thurston Springer Miller Herd & Titak held 2,783 shares of iShares Core US Aggregate Bond ETF worth $275K as of Q2 2026.
  • Thurston Springer Miller Herd & Titak bought 74 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $7.32K.
  • iShares Core US Aggregate Bond ETF made up 0.1% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #210 holding.
  • Thurston Springer Miller Herd & Titak first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Thurston Springer Miller Herd & Titak's iShares Core US Aggregate Bond ETF position peaked at $423K in Q1 2024.
  • 870 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.