Objective Capital Management, LLC / AGG
Objective Capital Management, LLC’s Ishares Tr Position
Does Objective Capital Management, LLC own Ishares Tr (AGG)? Yes — 16.6K shares worth $2M (+1.66% of its 13F portfolio) as of Q1 2026, up from 14.9K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
16.6K
% of Portfolio
+1.66%
Quarters Held
15
currently held
Position History AGG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 16.6K | $2M | +1.66% |
| Q4 2025 | 14.9K | $1M | +1.52% |
| Q3 2025 | 14.3K | $1M | +1.48% |
| Q2 2025 | 14.0K | $1M | +1.56% |
| Q1 2025 | 14.8K | $1M | +1.87% |
| Q3 2024 | 30.4K | $3M | +1.81% |
| Q2 2024 | 28.6K | $3M | +1.89% |
| Q1 2024 | 27.7K | $3M | +2.10% |
| Q3 2023 | 25.5K | $2M | +2.13% |
| Q2 2023 | 17.0K | $2M | +1.45% |
| Q1 2023 | 17.7K | $2M | +1.61% |
| Q4 2022 | 18.8K | $2M | +1.81% |
| Q3 2022 | 19.6K | $2M | +2.02% |
| Q2 2022 | 24.1K | $2M | +2.47% |
| Q1 2022 | 30.9K | $3M | +2.54% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Objective Capital Management, LLC’s full portfolio or all institutional holders of AGG.