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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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Advance Capital Management's AGG Position: Q1 2026 in Review

Advance Capital Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 5.4% in Q1 2026, selling an estimated $21.6K and leaving 3,767 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #123.

Advance Capital Management first reported a position in AGG in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.03M in Q4 2022. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Advance Capital Management held 3,767 shares of iShares Core US Aggregate Bond ETF worth $374K as of Q1 2026.
  • Advance Capital Management sold 216 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $21.6K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Advance Capital Management's portfolio in Q1 2026, its #123 holding.
  • Advance Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Advance Capital Management's iShares Core US Aggregate Bond ETF position peaked at $1.03M in Q4 2022.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.