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

Ancora 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
Q1 		$5.39M Sell
54,309
-377
-0.7% -$37.7K 0.11% 177
2025
Q4 		$5.46M Sell
54,686
-4,909
-8% -$493K 0.11% 176
2025
Q3 		$5.97M Buy
59,595
+883
+2% +$87.6K 0.12% 169
2025
Q2 		$5.82M Buy
58,712
+5,484
+10% +$537K 0.12% 163
2025
Q1 		$5.27M Buy
53,228
+5,757
+12% +$563K 0.12% 160
2024
Q4 		$4.6M Sell
47,471
-5,851
-11% -$576K 0.1% 178
2024
Q3 		$5.4M Buy
53,322
+1,952
+4% +$195K 0.12% 159
2024
Q2 		$4.99M Sell
51,370
-2,934
-5% -$283K 0.12% 156
2024
Q1 		$5.32M Buy
54,304
+1,079
+2% +$106K 0.12% 155
2023
Q4 		$5.28M Sell
53,225
-33,782
-39% -$3.21M 0.12% 152
2023
Q3 		$8.18M Sell
87,007
-3,782
-4% -$364K 0.22% 91
2023
Q2 		$8.89M Buy
90,789
+33
+0% +$3.26K 0.23% 85
2023
Q1 		$9.04M Buy
90,756
+1,726
+2% +$171K 0.26% 77
2022
Q4 		$8.63M Sell
89,030
-36,033
-29% -$3.48M 0.25% 76
2022
Q3 		$12M Buy
125,063
+1,782
+1% +$180K 0.37% 52
2022
Q2 		$12.5M Buy
123,281
+249
+0.2% +$25.6K 0.35% 58
2022
Q1 		$13.2M Buy
123,032
+3,479
+3% +$383K 0.32% 68
2021
Q4 		$13.6M Buy
119,553
+19,121
+19% +$2.19M 0.32% 69
2021
Q3 		$11.5M Buy
100,432
+25,179
+33% +$2.92M 0.3% 78
2021
Q2 		$8.68M Buy
75,253
+3,741
+5% +$429K 0.23% 110
2021
Q1 		$8.14M Buy
71,512
+3,658
+5% +$424K 0.22% 107
2020
Q4 		$8.02M Buy
67,854
+6,242
+10% +$735K 0.26% 99
2020
Q3 		$7.27M Buy
61,612
+1,108
+2% +$131K 0.29% 81
2020
Q2 		$7.15M Buy
60,504
+2,351
+4% +$275K 0.3% 81
2020
Q1 		$6.71M Sell
58,153
-744
-1% -$84.8K 0.31% 83
2019
Q4 		$6.62M Buy
58,897
+6,047
+11% +$681K 0.25% 115
2019
Q3 		$5.98M Buy
52,850
+1,869
+4% +$210K 0.26% 112
2019
Q2 		$5.68M Buy
50,981
+6,025
+13% +$659K 0.25% 122
2019
Q1 		$4.9M Buy
44,956
+4,585
+11% +$492K 0.22% 137
2018
Q4 		$4.3M Buy
40,371
+4,497
+13% +$472K 0.21% 151
2018
Q3 		$3.79M Buy
35,874
+1,897
+6% +$201K 0.15% 185
2018
Q2 		$3.61M Buy
33,977
+1,223
+4% +$130K 0.16% 183
2018
Q1 		$3.51M Buy
32,754
+2,605
+9% +$280K 0.16% 182
2017
Q4 		$3.3M Buy
30,149
+4,279
+17% +$468K 0.18% 165
2017
Q3 		$2.83M Buy
25,870
+9,273
+56% +$1.02M 0.16% 170
2017
Q2 		$1.82M Buy
16,597
+6,231
+60% +$681K 0.12% 210
2017
Q1 		$1.12M Sell
10,366
-188
-2% -$20.3K 0.08% 271
2016
Q4 		$1.14M Buy
10,554
+5,728
+119% +$628K 0.08% 268
2016
Q3 		$543K Buy
4,826
+364
+8% +$40.9K 0.06% 327
2016
Q2 		$502K Buy
4,462
+1,450
+48% +$161K 0.06% 317
2016
Q1 		$334K Buy
+3,012
New +$330K 0.04% 368

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Ancora Advisors's AGG Position: Q1 2026 in Review

Ancora Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.69% in Q1 2026, selling an estimated $37.7K and leaving 54,309 shares worth $5.39M. The position accounts for 0.11% of the portfolio, ranked #177.

Ancora Advisors first reported a position in AGG in Q1 2016 and has held it in 41 quarters since. The position peaked at $13.6M in Q4 2021. 2,067 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Ancora Advisors held 54,309 shares of iShares Core US Aggregate Bond ETF worth $5.39M as of Q1 2026.
  • Ancora Advisors sold 377 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $37.7K.
  • iShares Core US Aggregate Bond ETF made up 0.11% of Ancora Advisors's portfolio in Q1 2026, its #177 holding.
  • Ancora Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2016 and has held it in 41 quarters since.
  • Ancora Advisors's iShares Core US Aggregate Bond ETF position peaked at $13.6M in Q4 2021.
  • 2,067 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.