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Advisor OS’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Advisor OS’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 		$3.85M Buy
38,889
+2,474
+7% +$245K 0.26% 66
2026
Q1 		$3.61M Buy
36,415
+1,900
+6% +$190K 0.26% 64
2025
Q4 		$3.45M Sell
34,515
-4,429
-11% -$444K 0.28% 58
2025
Q3 		$3.9M Sell
38,944
-6,849
-15% -$680K 0.34% 44
2025
Q2 		$4.54M Buy
45,793
+12,162
+36% +$1.19M 0.45% 34
2025
Q1 		$3.33M Buy
33,631
+3,900
+13% +$381K 0.38% 44
2024
Q4 		$2.88M Buy
29,731
+2,533
+9% +$249K 0.33% 54
2024
Q3 		$2.75M Buy
27,198
+4,035
+17% +$403K 0.27% 66
2024
Q2 		$2.25M Sell
23,163
-21
-0.1% -$2.03K 0.25% 76
2024
Q1 		$2.27M Sell
23,184
-596
-3% -$58.3K 0.26% 72
2023
Q4 		$2.36M Sell
23,780
-50,910
-68% -$4.84M 0.31% 59
2023
Q3 		$7.02M Buy
74,690
+2,816
+4% +$271K 1.05% 19
2023
Q2 		$7.04M Buy
71,874
+61,364
+584% +$6.07M 1.15% 18
2023
Q1 		$1.05M Sell
10,510
-46,507
-82% -$4.6M 0.25% 102
2022
Q4 		$5.53M Buy
57,017
+782
+1% +$75.6K 1.47% 12
2022
Q3 		$5.42M Sell
56,235
-3,003
-5% -$304K 1.63% 11
2022
Q2 		$6.02M Buy
59,238
+42,922
+263% +$4.41M 1.76% 11
2022
Q1 		$1.75M Buy
16,316
+3,572
+28% +$393K 0.51% 41
2021
Q4 		$1.45M Buy
12,744
+239
+2% +$27.3K 0.3% 85
2021
Q3 		$1.44M Sell
12,505
-48,799
-80% -$5.66M 0.31% 74
2021
Q2 		$7.07M Buy
61,304
+2,286
+4% +$262K 1.47% 17
2021
Q1 		$6.72M Buy
+59,018
New +$6.83M 1.52% 16
2020
Q3 		– Sell
-13,200
Closed -$1.56M – 108
2020
Q2 		$1.56M Buy
+13,200
New +$1.55M 0.93% 24

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advisor OS's AGG Position: Q2 2026 in Review

Advisor OS increased its iShares Core US Aggregate Bond ETF (AGG) stake by 6.8% in Q2 2026, buying an estimated $245K and bringing the position to 38,889 shares worth $3.85M. The position accounts for 0.26% of the portfolio, ranked #66.

Advisor OS first reported a position in AGG in Q2 2020 and has held it in 23 quarters since. The position peaked at $7.07M in Q2 2021. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Advisor OS held 38,889 shares of iShares Core US Aggregate Bond ETF worth $3.85M as of Q2 2026.
  • Advisor OS bought 2,474 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $245K.
  • iShares Core US Aggregate Bond ETF made up 0.26% of Advisor OS's portfolio in Q2 2026, its #66 holding.
  • Advisor OS first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and has held it in 23 quarters since.
  • Advisor OS's iShares Core US Aggregate Bond ETF position peaked at $7.07M in Q2 2021.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.