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

Aptus 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 		$2.3M Buy
23,237
+8,537
+58% +$845K 0.02% 483
2026
Q1 		$1.46M Buy
14,700
+3,754
+34% +$376K 0.01% 522
2025
Q4 		$1.09M Sell
10,946
-926
-8% -$92.9K 0.01% 562
2025
Q3 		$1.19M Sell
11,872
-13,346
-53% -$1.32M 0.01% 521
2025
Q2 		$2.5M Buy
25,218
+2,371
+10% +$232K 0.02% 385
2025
Q1 		$2.26M Sell
22,847
-1,080
-5% -$106K 0.02% 375
2024
Q4 		$2.32M Buy
23,927
+10,002
+72% +$985K 0.02% 379
2024
Q3 		$1.41M Sell
13,925
-2
-0% -$200 0.02% 359
2024
Q2 		$1.35M Sell
13,927
-159
-1% -$15.3K 0.02% 345
2024
Q1 		$1.38M Sell
14,086
-381
-3% -$37.3K 0.03% 347
2023
Q4 		$1.44M Sell
14,467
-2,823
-16% -$269K 0.04% 251
2023
Q3 		$1.63M Buy
17,290
+3,203
+23% +$308K 0.04% 245
2023
Q2 		$1.38M Sell
14,087
-356
-2% -$35.2K 0.03% 249
2023
Q1 		$1.44M Buy
14,443
+14,296
+9,725% +$1.41M 0.04% 239
2022
Q4 		$14.3K Sell
147
-2,693
-95% -$260K ﹤0.01% 674
2022
Q3 		$274K Buy
2,840
+2,311
+437% +$234K 0.01% 396
2022
Q2 		$54K Sell
529
-385
-42% -$39.6K ﹤0.01% 469
2022
Q1 		$98K Buy
914
+724
+381% +$79.7K ﹤0.01% 471
2021
Q4 		$22K Hold
190
– – ﹤0.01% 465
2021
Q3 		$22K Sell
190
-110
-37% -$12.8K ﹤0.01% 443
2021
Q2 		$35K Buy
300
+100
+50% +$11.5K ﹤0.01% 446
2021
Q1 		$23K Sell
200
-97
-33% -$11.2K ﹤0.01% 425
2020
Q4 		$35K Sell
297
-104
-26% -$12.3K ﹤0.01% 376
2020
Q3 		$47K Buy
401
+114
+40% +$13.5K ﹤0.01% 358
2020
Q2 		$33K Buy
287
+13
+5% +$1.52K ﹤0.01% 341
2020
Q1 		$31K Hold
274
– – ﹤0.01% 331
2019
Q4 		$30K Buy
+274
New +$30.9K ﹤0.01% 420

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

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

Aptus Capital Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 58% in Q2 2026, buying an estimated $845K and bringing the position to 23,237 shares worth $2.3M. The position accounts for 0.02% of the portfolio, ranked #483.

Aptus Capital Advisors first reported a position in AGG in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.5M in Q2 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Aptus Capital Advisors held 23,237 shares of iShares Core US Aggregate Bond ETF worth $2.3M as of Q2 2026.
  • Aptus Capital Advisors bought 8,537 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $845K.
  • iShares Core US Aggregate Bond ETF made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #483 holding.
  • Aptus Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Aptus Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $2.5M in Q2 2025.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.