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Addis & Hill’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Addis & Hill’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 		$8.95M Buy
90,456
+3,041
+3% +$301K 4.93% 5
2026
Q1 		$8.68M Sell
87,415
-1,921
-2% -$192K 5.28% 5
2025
Q4 		$8.92M Buy
89,336
+479
+0.5% +$48.1K 5.41% 5
2025
Q3 		$8.9M Sell
88,857
-6,114
-6% -$607K 5.43% 5
2025
Q2 		$9.42M Buy
94,971
+1,483
+2% +$145K 6.15% 5
2025
Q1 		$9.25M Buy
93,488
+737
+0.8% +$72K 6.46% 5
2024
Q4 		$8.99M Buy
92,751
+17,710
+24% +$1.74M 6.64% 5
2024
Q3 		$7.6M Sell
75,041
-591
-0.8% -$59K 5.82% 5
2024
Q2 		$7.3M Buy
75,632
+7,286
+11% +$703K 6.09% 5
2024
Q1 		$6.63M Sell
68,346
-646
-0.9% -$63.2K 5.65% 5
2023
Q4 		$6.7M Buy
+68,992
New +$6.57M 5.95% 5

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Addis & Hill's AGG Position: Q2 2026 in Review

Addis & Hill increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.5% in Q2 2026, buying an estimated $301K and bringing the position to 90,456 shares worth $8.95M. The position accounts for 4.93% of the portfolio, ranked #5.

Addis & Hill first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.42M in Q2 2025. 449 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Addis & Hill held 90,456 shares of iShares Core US Aggregate Bond ETF worth $8.95M as of Q2 2026.
  • Addis & Hill bought 3,041 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $301K.
  • iShares Core US Aggregate Bond ETF made up 4.93% of Addis & Hill's portfolio in Q2 2026, its #5 holding.
  • Addis & Hill first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Addis & Hill's iShares Core US Aggregate Bond ETF position peaked at $9.42M in Q2 2025.
  • 449 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Addis & Hill's 13F filing for Q2 2026, filed 7 Jul 2026.