Allied Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Allied 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	$242K	Buy	2,449 +140	+6%	+$13.9K	0.03%	98
2026 Q1	$229K	Hold	2,309	–	–	0.03%	91
2025 Q4	$231K	Hold	2,309	–	–	0.04%	91
2025 Q3	$231K	Buy	2,309 +40	+2%	+$3.97K	0.04%	90
2025 Q2	$225K	Hold	2,269	–	–	0.04%	79
2025 Q1	$224K	Sell	2,269 -81	-3%	-$7.92K	0.04%	81
2024 Q4	$228K	Hold	2,350	–	–	0.05%	74
2024 Q3	$238K	Buy	+2,350	New	+$234K	0.05%	67

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allied Investment Advisors's AGG Position: Q2 2026 in Review

Allied Investment Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 6.1% in Q2 2026, buying an estimated $13.9K and bringing the position to 2,449 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #98.

Allied Investment Advisors first reported a position in AGG in Q3 2024 and has held it in 8 quarters since. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Allied Investment Advisors held 2,449 shares of iShares Core US Aggregate Bond ETF worth $242K as of Q2 2026.
Allied Investment Advisors bought 140 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $13.9K.
iShares Core US Aggregate Bond ETF made up 0.03% of Allied Investment Advisors's portfolio in Q2 2026, its #98 holding.
Allied Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 8 quarters since.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.