Zullo Investment Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Zullo Investment Group’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	–	Sell	-2,455	Closed	-$245K	–	159
2025 Q4	$245K	Hold	2,455	–	–	0.09%	137
2025 Q3	$246K	Hold	2,455	–	–	0.09%	137
2025 Q2	$244K	Sell	2,455 -70	-3%	-$6.86K	0.1%	135
2025 Q1	$250K	Sell	2,525 -113	-4%	-$11K	0.11%	126
2024 Q4	$256K	Sell	2,638 -91	-3%	-$8.96K	0.1%	129
2024 Q3	$276K	Sell	2,729 -218	-7%	-$21.8K	0.11%	129
2024 Q2	$286K	Sell	2,947 -168	-5%	-$16.2K	0.13%	122
2024 Q1	$305K	Sell	3,115 -1,140	-27%	-$112K	0.14%	113
2023 Q4	$422K	Sell	4,255 -342	-7%	-$32.5K	0.22%	94
2023 Q3	$432K	Sell	4,597 -1,418	-24%	-$137K	0.25%	82
2023 Q2	$589K	Sell	6,015 -213	-3%	-$21.1K	0.34%	65
2023 Q1	$621K	Sell	6,228 -419	-6%	-$41.4K	0.39%	64
2022 Q4	$645K	Sell	6,647 -304	-4%	-$29.4K	0.39%	61
2022 Q3	$670K	Sell	6,951 -628	-8%	-$63.5K	0.43%	51
2022 Q2	$771K	Sell	7,579 -1,308	-15%	-$134K	0.48%	47
2022 Q1	$952K	Sell	8,887 -760	-8%	-$83.6K	0.49%	45
2021 Q4	$1.1M	Buy	+9,647	New	+$1.1M	0.57%	38

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

Zullo Investment Group's AGG Position: Q1 2026 in Review

Zullo Investment Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 2,455 shares — an estimated $245K sold.

Zullo Investment Group first reported a position in AGG in Q4 2021 and held it in 17 quarters. The position peaked at $1.1M in Q4 2021. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Zullo Investment Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Zullo Investment Group sold 2,455 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $245K.
Zullo Investment Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and held it in 17 quarters.
Zullo Investment Group's iShares Core US Aggregate Bond ETF position peaked at $1.1M in Q4 2021.
2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Zullo Investment Group's 13F filing for Q1 2026, filed 15 Apr 2026.