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Annis Gardner Whiting Capital Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Annis Gardner Whiting 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 		– Sell
-1,620
Closed -$161K – 370
2026
Q1 		$161K Sell
1,620
-6
-0.4% -$600 0.03% 338
2025
Q4 		$162K Buy
1,626
+1
+0.1% +$100 0.03% 319
2025
Q3 		$163K Buy
1,625
+55
+4% +$5.46K 0.03% 293
2025
Q2 		$156K Buy
1,570
+41
+3% +$4.02K 0.05% 239
2025
Q1 		$151K Buy
1,529
+20
+1% +$1.96K 0.06% 211
2024
Q4 		$146K Buy
1,509
+77
+5% +$7.58K 0.04% 231
2024
Q3 		$145K Buy
1,432
+710
+98% +$70.8K 0.04% 241
2024
Q2 		$70.1K Buy
722
+46
+7% +$4.44K 0.02% 358
2024
Q1 		$66.2K Buy
676
+317
+88% +$31K 0.02% 344
2023
Q4 		$35.6K Hold
359
– – 0.02% 339
2023
Q3 		$33.8K Buy
+359
New +$34.6K 0.02% 331

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 22.9% 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

Annis Gardner Whiting Capital Advisors's AGG Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 1,620 shares — an estimated $161K sold.

Annis Gardner Whiting Capital Advisors first reported a position in AGG in Q3 2023 and held it in 11 quarters. The position peaked at $163K in Q3 2025. 2,098 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 1,620 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $161K.
  • Annis Gardner Whiting Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $163K in Q3 2025.
  • 2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.