Tucker Asset Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$73.2K Sell
740
-326
-31% -$32.3K 0.02% 240
2026
Q1
$106K Buy
1,066
+176
+20% +$17.6K 0.03% 176
2025
Q4
$88.9K Sell
890
-378
-30% -$37.9K 0.03% 213
2025
Q3
$127K Sell
1,268
-3,694
-74% -$367K 0.04% 141
2025
Q2
$492K Buy
4,962
+3,943
+387% +$386K 0.16% 35
2025
Q1
$101K Buy
1,019
+315
+45% +$30.8K 0.03% 138
2024
Q4
$68.2K Sell
704
-222
-24% -$21.9K 0.01% 309
2024
Q3
$93.8K Buy
926
+222
+32% +$22.1K 0.02% 235
2024
Q2
$68.3K Sell
704
-4,010
-85% -$387K 0.01% 334
2024
Q1
$462K Buy
4,714
+3,868
+457% +$379K 0.11% 66
2023
Q4
$84K Buy
846
+392
+86% +$37.3K 0.02% 249
2023
Q3
$42.7K Buy
454
+50
+12% +$4.82K 0.01% 364
2023
Q2
$39.6K Sell
404
-225
-36% -$22.2K 0.01% 302
2023
Q1
$62.7K Sell
629
-541
-46% -$53.5K 0.02% 214
2022
Q4
$114K Buy
+1,170
New +$113K 0.04% 90
2022
Q3
Sell
-261
Closed -$26.5K 872
2022
Q2
$26.5K Buy
+261
New +$26.8K 0.01% 140
2022
Q1
Sell
-464
Closed -$53K 558
2021
Q4
$53K Hold
464
0.02% 84
2021
Q3
$53.2K Hold
464
0.02% 84
2021
Q2
$53.5K Sell
464
-2,116
-82% -$242K 0.02% 62
2021
Q1
$294K Buy
2,580
+1,651
+178% +$191K 0.15% 14
2020
Q4
$110K Buy
+929
New +$109K 0.07% 36

Other funds holding AGG

Tucker Asset Management's AGG Position: Q2 2026 in Review

Tucker Asset Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 31% in Q2 2026, selling an estimated $32.3K and leaving 740 shares worth $73.2K. The position accounts for 0.02% of the portfolio, ranked #240.

Tucker Asset Management first reported a position in AGG in Q4 2020 and has held it in 21 quarters since. The position peaked at $492K in Q2 2025. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Tucker Asset Management held 740 shares of iShares Core US Aggregate Bond ETF worth $73.2K as of Q2 2026.
  • Tucker Asset Management sold 326 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $32.3K.
  • iShares Core US Aggregate Bond ETF made up 0.02% of Tucker Asset Management's portfolio in Q2 2026, its #240 holding.
  • Tucker Asset Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Tucker Asset Management's iShares Core US Aggregate Bond ETF position peaked at $492K in Q2 2025.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.