Ally Invest Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Ally Invest 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 Q1	$21.2M	Buy	213,236 +13,664	+7%	+$1.37M	1.42%	15
2025 Q4	$19.9M	Buy	199,572 +18,566	+10%	+$1.86M	1.38%	15
2025 Q3	$18.1M	Buy	181,006 +17,621	+11%	+$1.75M	1.3%	15
2025 Q2	$16.2M	Buy	163,385 +8,493	+5%	+$832K	1.26%	15
2025 Q1	$15.3M	Buy	154,892 +12,169	+9%	+$1.19M	1.31%	15
2024 Q4	$13.8M	Buy	142,723 +26,898	+23%	+$2.65M	1.2%	15
2024 Q3	$11.7M	Buy	115,825 +6,932	+6%	+$692K	1.04%	15
2024 Q2	$10.6M	Buy	108,893 +15,914	+17%	+$1.54M	1.02%	15
2024 Q1	$9.11M	Buy	92,979 +13,298	+17%	+$1.3M	0.9%	15
2023 Q4	$7.91M	Buy	79,681 +9,602	+14%	+$914K	0.84%	15
2023 Q3	$6.59M	Buy	70,079 +23,727	+51%	+$2.29M	0.77%	15
2023 Q2	$4.54M	Buy	46,352 +12,748	+38%	+$1.26M	0.52%	15
2023 Q1	$3.35M	Buy	33,604 +14,137	+73%	+$1.4M	0.4%	18
2022 Q4	$1.89M	Buy	19,467 +7,279	+60%	+$704K	0.24%	20
2022 Q3	$1.17M	Buy	12,188 +9,710	+392%	+$982K	0.16%	20
2022 Q2	$252K	Buy	+2,478	New	+$255K	0.03%	21

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Ally Invest Advisors's AGG Position: Q1 2026 in Review

Ally Invest Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 6.8% in Q1 2026, buying an estimated $1.37M and bringing the position to 213,236 shares worth $21.2M. The position accounts for 1.42% of the portfolio, ranked #15.

Ally Invest Advisors first reported a position in AGG in Q2 2022 and has held it in 16 quarters since. 2,074 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Ally Invest Advisors held 213,236 shares of iShares Core US Aggregate Bond ETF worth $21.2M as of Q1 2026.
Ally Invest Advisors bought 13,664 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.37M.
iShares Core US Aggregate Bond ETF made up 1.42% of Ally Invest Advisors's portfolio in Q1 2026, its #15 holding.
Ally Invest Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and has held it in 16 quarters since.
2,074 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.