Advance Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Advance Capital Management’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	$375K	Buy	3,790 +23	+0.6%	+$2.28K	0.01%	143
2026 Q1	$374K	Sell	3,767 -216	-5%	-$21.6K	0.01%	123
2025 Q4	$398K	Sell	3,983 -364	-8%	-$36.5K	0.02%	116
2025 Q3	$436K	Sell	4,347 -156	-3%	-$15.5K	0.02%	111
2025 Q2	$447K	Buy	4,503 +1,972	+78%	+$193K	0.02%	107
2025 Q1	$250K	Sell	2,531 -1,805	-42%	-$176K	0.01%	136
2024 Q4	$420K	Buy	4,336 +517	+14%	+$50.9K	0.02%	99
2024 Q3	$387K	Sell	3,819 -1,146	-23%	-$114K	0.02%	102
2024 Q2	$482K	Sell	4,965 -2,354	-32%	-$227K	0.02%	90
2024 Q1	$717K	Buy	7,319 +3,470	+90%	+$340K	0.05%	60
2023 Q4	$382K	Sell	3,849 -73	-2%	-$6.95K	0.03%	81
2023 Q3	$369K	Sell	3,922 -3,690	-48%	-$355K	0.03%	82
2023 Q2	$746K	Sell	7,612 -858	-10%	-$84.8K	0.08%	45
2023 Q1	$844K	Sell	8,470 -2,143	-20%	-$212K	0.15%	34
2022 Q4	$1.03M	Buy	+10,613	New	+$1.03M	0.14%	31
2022 Q2	–	Sell	-2,759	Closed	-$295K	–	84
2022 Q1	$295K	Buy	2,759 +214	+8%	+$23.6K	0.04%	63
2021 Q4	$290K	Buy	+2,545	New	+$291K	0.06%	69

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

Advance Capital Management's AGG Position: Q2 2026 in Review

Advance Capital Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.61% in Q2 2026, buying an estimated $2.28K and bringing the position to 3,790 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #143.

Advance Capital Management first reported a position in AGG in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.03M in Q4 2022. 2,097 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Advance Capital Management held 3,790 shares of iShares Core US Aggregate Bond ETF worth $375K as of Q2 2026.
Advance Capital Management bought 23 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.28K.
iShares Core US Aggregate Bond ETF made up 0.01% of Advance Capital Management's portfolio in Q2 2026, its #143 holding.
Advance Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 17 quarters since.
Advance Capital Management's iShares Core US Aggregate Bond ETF position peaked at $1.03M in Q4 2022.
2,097 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.