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Alliance Wealth Advisors (Utah)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$397K Sell
4,011
-3,044
-43% -$301K 0.07% 162
2026
Q1 		$700K Sell
7,055
-1,788
-20% -$179K 0.15% 99
2025
Q4 		$883K Sell
8,843
-2,528
-22% -$254K 0.19% 112
2025
Q3 		$1.14M Buy
11,371
+2,114
+23% +$210K 0.27% 101
2025
Q2 		$918K Buy
9,257
+3,640
+65% +$357K 0.22% 107
2025
Q1 		$556K Buy
5,617
+1,839
+49% +$180K 0.15% 153
2024
Q4 		$366K Buy
+3,778
New +$372K 0.09% 196

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

Alliance Wealth Advisors (Utah)'s AGG Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 43% in Q2 2026, selling an estimated $301K and leaving 4,011 shares worth $397K. The position accounts for 0.07% of the portfolio, ranked #162.

Alliance Wealth Advisors (Utah) first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q3 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 4,011 shares of iShares Core US Aggregate Bond ETF worth $397K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 3,044 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $301K.
  • iShares Core US Aggregate Bond ETF made up 0.07% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #162 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Alliance Wealth Advisors (Utah)'s iShares Core US Aggregate Bond ETF position peaked at $1.14M in Q3 2025.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.