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Advisory Resource Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Advisory Resource Group’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 		$394K Buy
3,977
+1,438
+57% +$142K 0.06% 151
2026
Q1 		$252K Buy
+2,539
New +$254K 0.04% 159
2025
Q1 		– Sell
-2,558
Closed -$248K – 163
2024
Q4 		$248K Sell
2,558
-85
-3% -$8.37K 0.05% 149
2024
Q3 		$268K Buy
2,643
+12
+0.5% +$1.2K 0.06% 145
2024
Q2 		$255K Buy
2,631
+82
+3% +$7.92K 0.06% 139
2024
Q1 		$250K Sell
2,549
-24
-0.9% -$2.35K 0.06% 143
2023
Q4 		$255K Buy
2,573
+5
+0.2% +$476 0.06% 135
2023
Q3 		$242K Buy
2,568
+225
+10% +$21.7K 0.07% 140
2023
Q2 		$229K Buy
2,343
+29
+1% +$2.87K 0.06% 137
2023
Q1 		$231K Sell
2,314
-111
-5% -$11K 0.06% 139
2022
Q4 		$235K Buy
2,425
+8
+0.3% +$774 0.07% 135
2022
Q3 		$233K Buy
2,417
+5
+0.2% +$506 0.08% 117
2022
Q2 		$245K Buy
2,412
+5
+0.2% +$514 0.08% 115
2022
Q1 		$258K Buy
2,407
+97
+4% +$10.7K 0.08% 123
2021
Q4 		$258K Buy
2,310
+368
+19% +$42.1K 0.09% 121
2021
Q3 		$223K Sell
1,942
-54,217
-97% -$6.28M 0.08% 121
2021
Q2 		$6.48M Buy
56,159
+54,278
+2,886% +$6.22M 2.59% 9
2021
Q1 		$214K Sell
1,881
-17
-0.9% -$1.97K 0.1% 97
2020
Q4 		$224K Sell
1,898
-3
-0.2% -$353 0.11% 91
2020
Q3 		$224K Buy
1,901
+24
+1% +$2.85K 0.13% 83
2020
Q2 		$222K Sell
1,877
-11
-0.6% -$1.29K 0.14% 78
2020
Q1 		$218K Sell
1,888
-265
-12% -$30.2K 0.17% 68
2019
Q4 		$242K Sell
2,153
-27,621
-93% -$3.11M 0.14% 67
2019
Q3 		$3.37M Buy
29,774
+426
+1% +$47.9K 1.81% 11
2019
Q2 		$3.27M Buy
29,348
+11,599
+65% +$1.27M 1.79% 11
2019
Q1 		$1.94M Buy
17,749
+1,592
+10% +$171K 1.08% 15
2018
Q4 		$1.72M Buy
+16,157
New +$1.69M 1.06% 12

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

Advisory Resource Group's AGG Position: Q2 2026 in Review

Advisory Resource Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 57% in Q2 2026, buying an estimated $142K and bringing the position to 3,977 shares worth $394K. The position accounts for 0.06% of the portfolio, ranked #151.

Advisory Resource Group first reported a position in AGG in Q4 2018 and has held it in 27 quarters since. The position peaked at $6.48M in Q2 2021. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Advisory Resource Group held 3,977 shares of iShares Core US Aggregate Bond ETF worth $394K as of Q2 2026.
  • Advisory Resource Group bought 1,438 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $142K.
  • iShares Core US Aggregate Bond ETF made up 0.06% of Advisory Resource Group's portfolio in Q2 2026, its #151 holding.
  • Advisory Resource Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 27 quarters since.
  • Advisory Resource Group's iShares Core US Aggregate Bond ETF position peaked at $6.48M in Q2 2021.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.