Towneley Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Towneley Capital Management’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	$204K	Hold	2,066	–	–	0.04%	46
2026 Q1	$205K	Hold	2,066	–	–	0.04%	42
2025 Q4	$206K	Hold	2,066	–	–	0.04%	40
2025 Q3	$207K	Sell	2,066 -771	-27%	-$76.5K	0.05%	37
2025 Q2	$281K	Sell	2,837 -185	-6%	-$18.1K	0.06%	29
2025 Q1	$299K	Sell	3,022 -309	-9%	-$30.2K	0.07%	32
2024 Q4	$323K	Sell	3,331 -2,711	-45%	-$267K	0.08%	37
2024 Q3	$612K	Sell	6,042 -1,418	-19%	-$141K	0.14%	28
2024 Q2	$724K	Sell	7,460 -3,859	-34%	-$373K	0.17%	28
2024 Q1	$1.11M	Buy	11,319 +39	+0.3%	+$3.82K	0.27%	27
2023 Q4	$1.12M	Buy	+11,280	New	+$1.07M	0.29%	25

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Towneley Capital Management's AGG Position: Q2 2026 in Review

Towneley Capital Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 2,066 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #46.

Towneley Capital Management first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.12M in Q4 2023. 2,097 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Towneley Capital Management held 2,066 shares of iShares Core US Aggregate Bond ETF worth $204K as of Q2 2026.
Towneley Capital Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.04% of Towneley Capital Management's portfolio in Q2 2026, its #46 holding.
Towneley Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Towneley Capital Management's iShares Core US Aggregate Bond ETF position peaked at $1.12M in Q4 2023.
2,097 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Towneley Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.