Acorn Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Acorn Wealth Advisors’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	$562K	Sell	5,678 -2,227	-28%	-$220K	0.14%	145
2026 Q1	$785K	Buy	7,905 +109	+1%	+$10.9K	0.23%	96
2025 Q4	$779K	Sell	7,796 -333	-4%	-$33.4K	0.23%	97
2025 Q3	$815K	Buy	8,129 +609	+8%	+$60.4K	0.26%	92
2025 Q2	$746K	Buy	+7,520	New	+$737K	0.28%	80
2021 Q3	–	Sell	-2,264	Closed	-$261K	–	172
2021 Q2	$261K	Sell	2,264 -634	-22%	-$72.6K	0.18%	133
2021 Q1	$330K	Buy	2,898 +8	+0.3%	+$926	0.24%	107
2020 Q4	$342K	Buy	2,890 +77	+3%	+$9.07K	0.27%	91
2020 Q3	$332K	Buy	2,813 +939	+50%	+$111K	0.29%	76
2020 Q2	$221K	Buy	+1,874	New	+$219K	0.21%	101
2018 Q3	–	Sell	-611	Closed	-$65K	–	127
2018 Q2	$65K	Buy	611 +3	+0.5%	+$318	0.06%	225
2018 Q1	$64K	Buy	608 +4	+0.7%	+$429	0.06%	224
2017 Q4	$66K	Buy	+604	New	+$66K	0.06%	214

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

Acorn Wealth Advisors's AGG Position: Q2 2026 in Review

Acorn Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 28% in Q2 2026, selling an estimated $220K and leaving 5,678 shares worth $562K. The position accounts for 0.14% of the portfolio, ranked #145.

Acorn Wealth Advisors first reported a position in AGG in Q4 2017 and has held it in 13 quarters since. The position peaked at $815K in Q3 2025. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Acorn Wealth Advisors held 5,678 shares of iShares Core US Aggregate Bond ETF worth $562K as of Q2 2026.
Acorn Wealth Advisors sold 2,227 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $220K.
iShares Core US Aggregate Bond ETF made up 0.14% of Acorn Wealth Advisors's portfolio in Q2 2026, its #145 holding.
Acorn Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 13 quarters since.
Acorn Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $815K in Q3 2025.
2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.