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

ALPS 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
Q3 		– Sell
-45,215
Closed -$4.48M – 1161
2026
Q2 		$4.48M Hold
45,215
– – 0.02% 305
2026
Q1 		$4.49M Hold
45,215
– – 0.02% 269
2025
Q4 		$4.52M Hold
45,215
– – 0.03% 260
2025
Q3 		$4.53M Hold
45,215
– – 0.03% 271
2025
Q2 		$4.49M Buy
+45,215
New +$4.43M 0.03% 258
2016
Q2 		– Sell
-80,515
Closed -$8.93M – 610
2016
Q1 		$8.93M Buy
+80,515
New +$8.81M 0.09% 106

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

ALPS Advisors's AGG Position: Q3 2026 in Review

ALPS Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2026, closing a stake of 45,215 shares — an estimated $4.48M sold.

ALPS Advisors first reported a position in AGG in Q1 2016 and held it in 6 quarters. The position peaked at $8.93M in Q1 2016. 1,832 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • ALPS Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • ALPS Advisors sold 45,215 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $4.48M.
  • ALPS Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2016 and held it in 6 quarters.
  • ALPS Advisors's iShares Core US Aggregate Bond ETF position peaked at $8.93M in Q1 2016.
  • 1,832 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on ALPS Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.