AGG
iShares Core U.S. Aggregate Bond ETF
Listed by 12 members on their latest annual reports (16 rows: one member can hold it in several accounts or through a spouse).
Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.
Sorted by the lower bound of the disclosed value band, largest band first, then by member.
| Member | Owner | As printed on the filing | Value band | As of |
|---|---|---|---|---|
| Lisa C. McClain MI-9 | Joint | Charles Schwab Brokerage Account 595 ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) EF | $50,001 - $100,000 | August 13, 2026 filing 10076052, p. 4 |
| Joe Courtney CT-2 | Member | IRA ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) EF | $15,001 - $50,000 | May 14, 2026 filing 10076814, p. 5 |
| Diana DeGette CO-1 | Member | DeGette IRA ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) EF | $15,001 - $50,000 | August 5, 2026 filing 10075330, p. 1 |
| Madeleine Dean PA-4 | Spouse | Bank of America IRA ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) EF | $15,001 - $50,000 | May 15, 2026 filing 10077397, p. 2 |
| Pat Fallon TX-4 | Member | ML - SEP IRA - TSG ⇒ ISHARES CORE US (AGG) EF | $15,001 - $50,000 | August 13, 2026 filing 10073345, p. 6 |
| Lizzie Fletcher TX-7 | Spouse | Spouse Rollover IRA (V&E) ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) EF | $15,001 - $50,000 | August 9, 2026 filing 10076222, p. 13 |
| Jared Moskowitz FL-23 | Spouse | Betterment SEP IRA (SP) ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) EF | $15,001 - $50,000 | August 13, 2026 filing 10074897, p. 4 |
| Madeleine Dean PA-4 | Member | Bank of America IRA ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) EF | $1,001 - $15,000 | May 15, 2026 filing 10077397, p. 2 |
| Pat Fallon TX-4 | Member | ML - SEP IRA - RF ⇒ ISHARES CORE US (AGG) EF | $1,001 - $15,000 | August 13, 2026 filing 10073345, p. 6 |
| Lizzie Fletcher TX-7 | Member | Filer Traditional IRA ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) EF | $1,001 - $15,000 | August 9, 2026 filing 10076222, p. 6 |
| Josh Harder CA-9 | Member | Betterment Traditional IRA ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) EF | $1,001 - $15,000 | May 13, 2026 filing 10076099, p. 3 |
| Jennifer A. Kiggans VA-2 | Member | Raymond James Roth IRA ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) EF | $1,001 - $15,000 | August 13, 2026 filing 10079859, p. 3 |
| Carol D. Miller WV-1 | Spouse | United Bank IRA ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) EF | $1,001 - $15,000 | August 13, 2026 filing 10076025, p. 9 |
| Jared Moskowitz FL-23 | Member | Betterment SEP IRA ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) EF | $1,001 - $15,000 | August 13, 2026 filing 10074897, p. 4 |
| Marilyn Strickland WA-10 | Member | Edward Jones Brokerage Account #1 ⇒ iShares Core US Aggregate Bond (AGG) EF | $1,001 - $15,000 | September 9, 2026 filing 10076603, p. 2 |
| Kim Schrier WA-8 | Member | Commonspirit 401(k) with Franciscan Health ⇒ iShares Core U.S. Aggregate Bond ETF (AGG) EF | $1 - $1,000 | May 15, 2026 filing 10075089, p. 1 |
Not counted: 1 more member lists it valued “None”, the category for no value at the end of the period: Thomas H. Kean, Jr..
How the count is made: see Most held.