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 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 $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

Towneley Capital Management's AGG Position: Q1 2026 in Review

Towneley Capital Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q1 2026 at 2,066 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #42.

Towneley Capital Management first reported a position in AGG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.12M in Q4 2023. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Towneley Capital Management held 2,066 shares of iShares Core US Aggregate Bond ETF worth $205K as of Q1 2026.
Towneley Capital Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q1 2026.
iShares Core US Aggregate Bond ETF made up 0.04% of Towneley Capital Management's portfolio in Q1 2026, its #42 holding.
Towneley Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Towneley Capital Management's iShares Core US Aggregate Bond ETF position peaked at $1.12M in Q4 2023.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Towneley Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.