Ameritas Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.28M Buy
73,599
+66,555
+945% +$6.59M 0.15% 139
2026
Q1
$699K Sell
7,044
-10,338
-59% -$1.03M 0.03% 476
2025
Q4
$1.74M Buy
17,382
+5,495
+46% +$551K 0.06% 253
2025
Q3
$1.19M Sell
11,887
-6,813
-36% -$676K 0.08% 219
2025
Q2
$1.86M Sell
18,700
-7,608
-29% -$745K 0.1% 207
2025
Q1
$2.58M Buy
26,308
+1,850
+8% +$181K 0.1% 190
2024
Q4
$2.37M Buy
24,458
+2,931
+14% +$289K 0.08% 218
2024
Q3
$2.18M Buy
21,527
+3,609
+20% +$360K 0.09% 207
2024
Q2
$1.74M Buy
17,918
+2,513
+16% +$243K 0.07% 283
2024
Q1
$1.49M Sell
15,405
-12,684
-45% -$1.24M 0.06% 292
2023
Q4
$2.78M Sell
28,089
-10,239
-27% -$974K 0.15% 135
2023
Q3
$3.59M Buy
38,328
+31,297
+445% +$3.01M 0.18% 111
2023
Q2
$679K Sell
7,031
-26,202
-79% -$2.59M 0.09% 234
2023
Q1
$3.31M Sell
33,233
-3,160
-9% -$312K 0.17% 118
2022
Q4
$3.53M Sell
36,393
-1,096
-3% -$106K 0.16% 121
2022
Q3
$3.61M Buy
37,489
+619
+2% +$62.6K 0.22% 99
2022
Q2
$3.75M Sell
36,870
-968
-3% -$99.5K 0.22% 99
2022
Q1
$4.05M Buy
37,838
+1,436
+4% +$158K 0.15% 108
2021
Q4
$4.15M Buy
+36,402
New +$4.16M 0.15% 110

Other funds holding AGG

Ameritas Advisory Services's AGG Position: Q2 2026 in Review

Ameritas Advisory Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 945% in Q2 2026, buying an estimated $6.59M and bringing the position to 73,599 shares worth $7.28M. The position accounts for 0.15% of the portfolio, ranked #139.

Ameritas Advisory Services first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Ameritas Advisory Services held 73,599 shares of iShares Core US Aggregate Bond ETF worth $7.28M as of Q2 2026.
  • Ameritas Advisory Services bought 66,555 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $6.59M.
  • iShares Core US Aggregate Bond ETF made up 0.15% of Ameritas Advisory Services's portfolio in Q2 2026, its #139 holding.
  • Ameritas Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.