Arbor Investment Advisors’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 | $41.2M | Buy |
416,709
+9,274
| +2% | +$918K | 4.67% | 7 |
|
|
2026
Q1 | $40.4M | Buy |
407,435
+6,549
| +2% | +$655K | 5.26% | 6 |
|
|
2025
Q4 | $40M | Sell |
400,886
-1,737
| -0.4% | -$174K | 5.27% | 6 |
|
|
2025
Q3 | $40.4M | Buy |
402,623
+3,491
| +0.9% | +$346K | 5.12% | 6 |
|
|
2025
Q2 | $39.6M | Buy |
399,132
+4,075
| +1% | +$399K | 5.07% | 6 |
|
|
2025
Q1 | $39.1M | Buy |
395,057
+107,990
| +38% | +$10.6M | 5.31% | 6 |
|
|
2024
Q4 | $27.8M | Buy |
287,067
+20,046
| +8% | +$1.97M | 3.9% | 8 |
|
|
2024
Q3 | $27M | Buy |
267,021
+21,122
| +9% | +$2.11M | 3.58% | 9 |
|
|
2024
Q2 | $23.9M | Buy |
245,899
+29,732
| +14% | +$2.87M | 3.49% | 10 |
|
|
2024
Q1 | $21.2M | Buy |
216,167
+31,612
| +17% | +$3.09M | 3.1% | 10 |
|
|
2023
Q4 | $18.3M | Buy |
184,555
+84,210
| +84% | +$8.01M | 2.87% | 10 |
|
|
2023
Q3 | $9.44M | Buy |
100,345
+23,272
| +30% | +$2.24M | 1.65% | 13 |
|
|
2023
Q2 | $7.55M | Buy |
77,073
+1,737
| +2% | +$172K | 1.33% | 17 |
|
|
2023
Q1 | $7.51M | Sell |
75,336
-8,313
| -10% | -$822K | 1.38% | 17 |
|
|
2022
Q4 | $8.11M | Buy |
83,649
+8,699
| +12% | +$841K | 1.66% | 15 |
|
|
2022
Q3 | $7.22M | Sell |
74,950
-4,248
| -5% | -$430K | 1.75% | 14 |
|
|
2022
Q2 | $8.05M | Sell |
79,198
-2,126
| -3% | -$218K | 1.72% | 13 |
|
|
2022
Q1 | $8.71M | Buy |
81,324
+17,929
| +28% | +$1.97M | 1.66% | 14 |
|
|
2021
Q4 | $7.23M | Buy |
63,395
+13,722
| +28% | +$1.57M | 1.35% | 15 |
|
|
2021
Q3 | $5.7M | Buy |
49,673
+31,450
| +173% | +$3.65M | 1.15% | 17 |
|
|
2021
Q2 | $2.1M | Buy |
18,223
+5,887
| +48% | +$675K | 0.44% | 23 |
|
|
2021
Q1 | $1.4M | Buy |
12,336
+1,311
| +12% | +$152K | 0.32% | 26 |
|
|
2020
Q4 | $1.3M | Buy |
11,025
+209
| +2% | +$24.6K | 0.3% | 29 |
|
|
2020
Q3 | $1.28M | Buy |
10,816
+4,281
| +66% | +$508K | 0.33% | 26 |
|
|
2020
Q2 | $772K | Buy |
6,535
+2,869
| +78% | +$336K | 0.21% | 35 |
|
|
2020
Q1 | $423K | Buy |
3,666
+150
| +4% | +$17.1K | 0.14% | 44 |
|
|
2019
Q4 | $395K | Buy |
3,516
+48
| +1% | +$5.41K | 0.11% | 60 |
|
|
2019
Q3 | $392K | Sell |
3,468
-367
| -10% | -$41.3K | 0.12% | 55 |
|
|
2019
Q2 | $427K | Buy |
3,835
+915
| +31% | +$100K | 0.13% | 46 |
|
|
2019
Q1 | $319K | Sell |
2,920
-5,834
| -67% | -$626K | 0.1% | 56 |
|
|
2018
Q4 | $932K | Buy |
8,754
+6,086
| +228% | +$638K | 0.34% | 24 |
|
|
2018
Q3 | $282K | Buy |
+2,668
| New | +$283K | 0.1% | 50 |
|
|
2016
Q1 | – | Sell |
-2,872
| Closed | -$310K | – | 40 |
|
|
2015
Q4 | $310K | Buy |
+2,872
| New | +$313K | 0.19% | 29 |
|
Other funds holding AGG
Arbor Investment Advisors's AGG Position: Q2 2026 in Review
Arbor Investment Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.3% in Q2 2026, buying an estimated $918K and bringing the position to 416,709 shares worth $41.2M. The position accounts for 4.67% of the portfolio, ranked #7.
Arbor Investment Advisors first reported a position in AGG in Q4 2015 and has held it in 33 quarters since. 2,091 funds tracked by Wall St. Rank hold AGG as of Q2 2026.
- Arbor Investment Advisors held 416,709 shares of iShares Core US Aggregate Bond ETF worth $41.2M as of Q2 2026.
- Arbor Investment Advisors bought 9,274 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $918K.
- iShares Core US Aggregate Bond ETF made up 4.67% of Arbor Investment Advisors's portfolio in Q2 2026, its #7 holding.
- Arbor Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and has held it in 33 quarters since.
- 2,091 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.
Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.