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Well Done LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Well Done 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
Q2 		– Sell
-11,605
Closed -$1.15M – 203
2026
Q1 		$1.15M Buy
+11,605
New +$1.16M 0.17% 75
2025
Q3 		– Sell
-3,331
Closed -$330K – 190
2025
Q2 		$330K Buy
3,331
+1,221
+58% +$120K 0.06% 131
2025
Q1 		$204K Sell
2,110
-681
-24% -$66.6K 0.04% 174
2024
Q4 		$283K Hold
2,791
– – 0.05% 142
2024
Q3 		$283K Buy
2,791
+300
+12% +$29.9K 0.05% 143
2024
Q2 		$242K Sell
2,491
-2,268
-48% -$219K 0.05% 162
2024
Q1 		$466K Sell
4,759
-25,387
-84% -$2.48M 0.09% 118
2023
Q4 		$2.99M Buy
30,146
+27,734
+1,150% +$2.64M 0.59% 37
2023
Q3 		$227K Sell
2,412
-1,996
-45% -$192K 0.05% 145
2023
Q2 		$432K Sell
4,408
-406
-8% -$40.1K 0.09% 107
2023
Q1 		$480K Sell
4,814
-31,046
-87% -$3.07M 0.1% 98
2022
Q4 		$3.48M Buy
35,860
+10,172
+40% +$984K 0.75% 36
2022
Q3 		$2.48M Sell
25,688
-223,819
-90% -$22.6M 0.61% 40
2022
Q2 		$25.4M Buy
+249,507
New +$25.6M 5.58% 4
2020
Q4 		– Sell
-2,397
Closed -$283K – 158
2020
Q3 		$283K Hold
2,397
– – 0.08% 111
2020
Q2 		$283K Sell
2,397
-2
-0.1% -$234 0.08% 116
2020
Q1 		$277K Buy
2,399
+281
+13% +$32K 0.08% 108
2019
Q4 		$238K Hold
2,118
– – 0.06% 133
2019
Q3 		$240K Hold
2,118
– – 0.06% 133
2019
Q2 		$236K Hold
2,118
– – 0.06% 127
2019
Q1 		$231K Sell
2,118
-451
-18% -$48.4K 0.06% 129
2018
Q4 		$274K Buy
+2,569
New +$269K 0.08% 114
2018
Q2 		– Sell
-320
Closed -$34K – 138
2018
Q1 		$34K Buy
+320
New +$34.4K 0.01% 264
2016
Q3 		– Sell
-3,931
Closed -$443K – 84
2016
Q2 		$443K Sell
3,931
-68
-2% -$7.55K 0.16% 56
2016
Q1 		$443K Buy
+3,999
New +$438K 0.16% 51

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Well Done LLC's AGG Position: Q2 2026 in Review

Well Done LLC sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 11,605 shares — an estimated $1.15M sold.

Well Done LLC first reported a position in AGG in Q1 2016 and held it in 25 quarters. The position peaked at $25.4M in Q2 2022. 2,078 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Well Done LLC reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Well Done LLC sold 11,605 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.15M.
  • Well Done LLC first reported a position in iShares Core US Aggregate Bond ETF in Q1 2016 and held it in 25 quarters.
  • Well Done LLC's iShares Core US Aggregate Bond ETF position peaked at $25.4M in Q2 2022.
  • 2,078 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.