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AlphaCore Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

AlphaCore Capital’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 		$40.2K Buy
406
+81
+25% +$8.01K ﹤0.01% 1303
2026
Q1 		$32.3K Buy
325
+101
+45% +$10.1K ﹤0.01% 1043
2025
Q4 		$22.4K Buy
224
+31
+16% +$3.11K ﹤0.01% 1247
2025
Q3 		$19.3K Sell
193
-3,239
-94% -$321K ﹤0.01% 950
2025
Q2 		$340K Buy
3,432
+3,024
+741% +$296K 0.01% 454
2025
Q1 		$40.4K Buy
+408
New +$39.9K ﹤0.01% 610
2024
Q1 		– Sell
-164
Closed -$16.3K – 170
2023
Q4 		$16.3K Hold
164
– – ﹤0.01% 319
2023
Q3 		$15.4K Buy
+164
New +$15.8K ﹤0.01% 313

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

AlphaCore Capital's AGG Position: Q2 2026 in Review

AlphaCore Capital increased its iShares Core US Aggregate Bond ETF (AGG) stake by 25% in Q2 2026, buying an estimated $8.01K and bringing the position to 406 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

AlphaCore Capital first reported a position in AGG in Q3 2023 and has held it in 8 quarters since. The position peaked at $340K in Q2 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • AlphaCore Capital held 406 shares of iShares Core US Aggregate Bond ETF worth $40.2K as of Q2 2026.
  • AlphaCore Capital bought 81 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $8.01K.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1303 holding.
  • AlphaCore Capital first reported a position in iShares Core US Aggregate Bond ETF in Q3 2023 and has held it in 8 quarters since.
  • AlphaCore Capital's iShares Core US Aggregate Bond ETF position peaked at $340K in Q2 2025.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.