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Tillman Hartley LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Tillman Hartley LLC’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 		$6.63M Sell
66,765
-4,103
-6% -$411K 1.66% 17
2025
Q4 		$7.08M Buy
70,868
+248
+0.4% +$24.9K 1.78% 15
2025
Q3 		$7.08M Sell
70,620
-4
-0% -$397 1.83% 15
2025
Q2 		$7.01M Sell
70,624
-14,429
-17% -$1.41M 1.98% 15
2025
Q1 		$8.41M Sell
85,053
-10,850
-11% -$1.06M 2.45% 14
2024
Q4 		$9.29M Sell
95,903
-1,578
-2% -$155K 2.67% 13
2024
Q3 		$9.87M Buy
97,481
+19,825
+26% +$1.98M 2.93% 12
2024
Q2 		$7.54M Sell
77,656
-8,382
-10% -$809K 2.58% 11
2024
Q1 		$8.43M Buy
86,038
+4,118
+5% +$403K 2.9% 10
2023
Q4 		$8.13M Sell
81,920
-4,176
-5% -$397K 3.02% 9
2023
Q3 		$8.1M Buy
86,096
+1,670
+2% +$161K 3.34% 9
2023
Q2 		$8.27M Buy
84,426
+8,846
+12% +$874K 3.3% 9
2023
Q1 		$7.53M Buy
75,580
+1,694
+2% +$167K 3.2% 9
2022
Q4 		$7.17M Buy
+73,886
New +$7.15M 3.08% 10

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Tillman Hartley LLC's AGG Position: Q1 2026 in Review

Tillman Hartley LLC reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 5.8% in Q1 2026, selling an estimated $411K and leaving 66,765 shares worth $6.63M. The position accounts for 1.66% of the portfolio, ranked #17.

Tillman Hartley LLC first reported a position in AGG in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.87M in Q3 2024. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Tillman Hartley LLC held 66,765 shares of iShares Core US Aggregate Bond ETF worth $6.63M as of Q1 2026.
  • Tillman Hartley LLC sold 4,103 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $411K.
  • iShares Core US Aggregate Bond ETF made up 1.66% of Tillman Hartley LLC's portfolio in Q1 2026, its #17 holding.
  • Tillman Hartley LLC first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Tillman Hartley LLC's iShares Core US Aggregate Bond ETF position peaked at $9.87M in Q3 2024.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Tillman Hartley LLC's 13F filing for Q1 2026, filed 8 May 2026.