American Capital Advisory’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
Other funds holding AGG
American Capital Advisory's AGG Position: Q2 2026 in Review
American Capital Advisory reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 68% in Q2 2026, selling an estimated $30.5K and leaving 146 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #323.
American Capital Advisory first reported a position in AGG in Q4 2023 and has held it in 8 quarters since. The position peaked at $81.3K in Q3 2025. 2,093 funds tracked by Wall St. Rank hold AGG as of Q2 2026.
- American Capital Advisory held 146 shares of iShares Core US Aggregate Bond ETF worth $14.5K as of Q2 2026.
- American Capital Advisory sold 308 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $30.5K.
- iShares Core US Aggregate Bond ETF made up 0.01% of American Capital Advisory's portfolio in Q2 2026, its #323 holding.
- American Capital Advisory first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 8 quarters since.
- American Capital Advisory's iShares Core US Aggregate Bond ETF position peaked at $81.3K in Q3 2025.
- 2,093 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.
Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.