Waycross Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Waycross Partners’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	$1.58M	Hold	16,000	–	–	0.13%	32
2026 Q1	$1.59M	Sell	16,000 -21,110	-57%	-$2.11M	0.15%	31
2025 Q4	$3.71M	Hold	37,110	–	–	0.3%	39
2025 Q3	$3.72M	Hold	37,110	–	–	0.32%	37
2025 Q2	$3.68M	Hold	37,110	–	–	0.35%	34
2025 Q1	$3.67M	Hold	37,110	–	–	0.41%	32
2024 Q4	$3.6M	Hold	37,110	–	–	0.47%	33
2024 Q3	$3.76M	Hold	37,110	–	–	0.52%	32
2024 Q2	$3.6M	Hold	37,110	–	–	0.55%	32
2024 Q1	$3.63M	Hold	37,110	–	–	0.63%	33
2023 Q4	$3.68M	Buy	+37,110	New	+$3.53M	0.69%	34
2021 Q3	–	Sell	-43,842	Closed	-$5.06M	–	88
2021 Q2	$5.06M	Buy	43,842 +3,436	+9%	+$394K	2.69%	11
2021 Q1	$4.6M	Buy	40,406 +8,068	+25%	+$934K	2.56%	10
2020 Q4	$3.82M	Buy	+32,338	New	+$3.81M	2.38%	14

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

Waycross Partners's AGG Position: Q2 2026 in Review

Waycross Partners held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 16,000 shares worth $1.58M. The position accounts for 0.13% of the portfolio, ranked #32.

Waycross Partners first reported a position in AGG in Q4 2020 and has held it in 14 quarters since. The position peaked at $5.06M in Q2 2021. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Waycross Partners held 16,000 shares of iShares Core US Aggregate Bond ETF worth $1.58M as of Q2 2026.
Waycross Partners left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.13% of Waycross Partners's portfolio in Q2 2026, its #32 holding.
Waycross Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 14 quarters since.
Waycross Partners's iShares Core US Aggregate Bond ETF position peaked at $5.06M in Q2 2021.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Waycross Partners's 13F filing for Q2 2026, filed 11 Aug 2026.