AF
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Advisornet Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Advisornet Financial’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 		$33.9M Buy
342,460
+4,281
+1% +$424K 1.55% 9
2026
Q1 		$33.6M Buy
338,179
+6,605
+2% +$661K 1.74% 5
2025
Q4 		$33.1M Buy
331,574
+7,851
+2% +$788K 1.76% 5
2025
Q3 		$32.5M Buy
323,723
+18,852
+6% +$1.87M 1.84% 5
2025
Q2 		$30.2M Buy
304,871
+14,061
+5% +$1.38M 1.95% 4
2025
Q1 		$28.8M Buy
290,810
+28,702
+11% +$2.81M 2.14% 2
2024
Q4 		$25.4M Buy
262,108
+57,365
+28% +$5.65M 2.13% 3
2024
Q3 		$20.7M Buy
204,743
+47,700
+30% +$4.76M 1.55% 8
2024
Q2 		$15.2M Buy
157,043
+24,152
+18% +$2.33M 1.38% 11
2024
Q1 		$13M Buy
132,891
+22,639
+21% +$2.22M 1.25% 11
2023
Q4 		$10.9M Buy
110,252
+35,581
+48% +$3.39M 1.01% 17
2023
Q3 		$7.02M Buy
74,671
+13,831
+23% +$1.33M 0.64% 35
2023
Q2 		$5.96M Sell
60,840
-34,804
-36% -$3.44M 0.51% 39
2023
Q1 		$9.53M Buy
95,644
+22,070
+30% +$2.18M 0.87% 24
2022
Q4 		$7.14M Sell
73,574
-7,800
-10% -$754K 0.7% 31
2022
Q3 		$7.84M Buy
81,374
+35,111
+76% +$3.55M 0.78% 26
2022
Q2 		$4.7M Buy
46,263
+4,023
+10% +$413K 0.46% 49
2022
Q1 		$4.52M Sell
42,240
-3,009
-7% -$331K 0.28% 76
2021
Q4 		$5.16M Buy
45,249
+3,990
+10% +$456K 0.32% 75
2021
Q3 		$4.74M Buy
41,259
+12,515
+44% +$1.45M 0.33% 68
2021
Q2 		$3.31M Sell
28,744
-1,928
-6% -$221K 0.22% 106
2021
Q1 		$3.49M Buy
30,672
+3,408
+13% +$395K 0.25% 92
2020
Q4 		$3.22M Sell
27,264
-25,745
-49% -$3.03M 0.26% 84
2020
Q3 		$6.26M Buy
53,009
+19,650
+59% +$2.33M 0.54% 35
2020
Q2 		$3.94M Sell
33,359
-33,055
-50% -$3.87M 0.32% 68
2020
Q1 		$7.66M Sell
66,414
-222
-0.3% -$25.3K 0.71% 26
2019
Q4 		$7.49M Buy
66,636
+18,164
+37% +$2.05M 0.64% 28
2019
Q3 		$5.49M Buy
48,472
+17,014
+54% +$1.91M 0.5% 43
2019
Q2 		$3.5M Buy
31,458
+8,732
+38% +$955K 0.39% 53
2019
Q1 		$2.48M Buy
22,726
+9,836
+76% +$1.05M 0.3% 77
2018
Q4 		$1.37M Buy
12,890
+9,424
+272% +$988K 0.19% 115
2018
Q3 		$366K Buy
3,466
+1,216
+54% +$129K 0.05% 313
2018
Q2 		$239K Sell
2,250
-467
-17% -$49.5K 0.03% 363
2018
Q1 		$291K Sell
2,717
-28,967
-91% -$3.11M 0.04% 325
2017
Q4 		$3.46M Buy
+31,684
New +$3.46M 0.53% 35

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Advisornet Financial's AGG Position: Q2 2026 in Review

Advisornet Financial increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.3% in Q2 2026, buying an estimated $424K and bringing the position to 342,460 shares worth $33.9M. The position accounts for 1.55% of the portfolio, ranked #9.

Advisornet Financial first reported a position in AGG in Q4 2017 and has held it in 35 quarters since. 1,015 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Advisornet Financial held 342,460 shares of iShares Core US Aggregate Bond ETF worth $33.9M as of Q2 2026.
  • Advisornet Financial bought 4,281 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $424K.
  • iShares Core US Aggregate Bond ETF made up 1.55% of Advisornet Financial's portfolio in Q2 2026, its #9 holding.
  • Advisornet Financial first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.