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

Anchor Capital 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
Q2 		$281K Sell
2,840
-695
-20% -$68.8K 0.01% 226
2026
Q1 		$351K Hold
3,535
– – 0.01% 215
2025
Q4 		$353K Sell
3,535
-370
-9% -$37.1K 0.01% 224
2025
Q3 		$391K Sell
3,905
-215
-5% -$21.3K 0.01% 216
2025
Q2 		$409K Sell
4,120
-629
-13% -$61.6K 0.01% 212
2025
Q1 		$470K Hold
4,749
– – 0.01% 207
2024
Q4 		$460K Sell
4,749
-8,800
-65% -$867K 0.01% 211
2024
Q3 		$1.37M Sell
13,549
-15
-0.1% -$1.5K 0.04% 160
2024
Q2 		$1.32M Buy
13,564
+134
+1% +$12.9K 0.04% 157
2024
Q1 		$1.32M Hold
13,430
– – 0.03% 160
2023
Q4 		$1.33M Hold
13,430
– – 0.04% 153
2023
Q3 		$1.26M Sell
13,430
-175
-1% -$16.9K 0.04% 149
2023
Q2 		$1.33M Sell
13,605
-180
-1% -$17.8K 0.03% 150
2023
Q1 		$1.37M Sell
13,785
-3,820
-22% -$378K 0.04% 142
2022
Q4 		$1.71M Buy
+17,605
New +$1.7M 0.04% 139
2022
Q3 		– Sell
-20,179
Closed -$2.05M – 265
2022
Q2 		$2.05M Sell
20,179
-68
-0.3% -$6.99K 0.05% 138
2022
Q1 		$2.17M Buy
20,247
+12,547
+163% +$1.38M 0.05% 150
2021
Q4 		$878K Sell
7,700
-14,205
-65% -$1.63M 0.02% 189
2021
Q3 		$2.52M Sell
21,905
-1,230
-5% -$143K 0.05% 133
2021
Q2 		$2.67M Sell
23,135
-5,675
-20% -$650K 0.05% 135
2021
Q1 		$3.28M Sell
28,810
-3,448
-11% -$399K 0.07% 124
2020
Q4 		$3.81M Buy
32,258
+2,923
+10% +$344K 0.09% 120
2020
Q3 		$3.46M Sell
29,335
-1,080
-4% -$128K 0.09% 120
2020
Q2 		$3.6M Buy
+30,415
New +$3.56M 0.09% 115

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

Anchor Capital Advisors's AGG Position: Q2 2026 in Review

Anchor Capital Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 20% in Q2 2026, selling an estimated $68.8K and leaving 2,840 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #226.

Anchor Capital Advisors first reported a position in AGG in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.81M in Q4 2020. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Anchor Capital Advisors held 2,840 shares of iShares Core US Aggregate Bond ETF worth $281K as of Q2 2026.
  • Anchor Capital Advisors sold 695 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $68.8K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Anchor Capital Advisors's portfolio in Q2 2026, its #226 holding.
  • Anchor Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Anchor Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $3.81M in Q4 2020.
  • 2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.