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Allen Mooney & Barnes Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$248K Buy
2,506
+6
+0.2% +$594 0.04% 139
2026
Q1 		$248K Buy
+2,500
New +$250K 0.04% 142
2022
Q2 		– Sell
-2,445
Closed -$262K – 138
2022
Q1 		$262K Buy
+2,445
New +$269K 0.06% 132

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

Allen Mooney & Barnes Investment Advisors's AGG Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.24% in Q2 2026, buying an estimated $594 and bringing the position to 2,506 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #139.

Allen Mooney & Barnes Investment Advisors first reported a position in AGG in Q1 2022 and has held it in 3 quarters since. The position peaked at $262K in Q1 2022. 2,079 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 2,506 shares of iShares Core US Aggregate Bond ETF worth $248K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors bought 6 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $594.
  • iShares Core US Aggregate Bond ETF made up 0.04% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #139 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 3 quarters since.
  • Allen Mooney & Barnes Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $262K in Q1 2022.
  • 2,079 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.