Atlanta Consulting Group Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Atlanta Consulting Group 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	$2.75M	Buy	27,751 +60	+0.2%	+$5.94K	0.44%	42
2026 Q1	$2.75M	Buy	27,691 +23,090	+502%	+$2.31M	0.59%	28
2025 Q4	$460K	Buy	4,601 +394	+9%	+$39.5K	0.1%	96
2025 Q3	$422K	Buy	4,207 +17	+0.4%	+$1.69K	0.1%	90
2025 Q2	$416K	Sell	4,190 -360	-8%	-$35.3K	0.11%	82
2025 Q1	$450K	Sell	4,550 -2,411	-35%	-$236K	0.13%	75
2024 Q4	$675K	Sell	6,961 -6,184	-47%	-$609K	0.25%	62
2024 Q3	$1.33M	Buy	13,145 +5,079	+63%	+$507K	0.33%	56
2024 Q2	$783K	Buy	8,066 +2,876	+55%	+$278K	0.17%	50
2024 Q1	$508K	Buy	+5,190	New	+$508K	0.18%	72

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atlanta Consulting Group Advisors's AGG Position: Q2 2026 in Review

Atlanta Consulting Group Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.22% in Q2 2026, buying an estimated $5.94K and bringing the position to 27,751 shares worth $2.75M. The position accounts for 0.44% of the portfolio, ranked #42.

Atlanta Consulting Group Advisors first reported a position in AGG in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.75M in Q1 2026. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Atlanta Consulting Group Advisors held 27,751 shares of iShares Core US Aggregate Bond ETF worth $2.75M as of Q2 2026.
Atlanta Consulting Group Advisors bought 60 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $5.94K.
iShares Core US Aggregate Bond ETF made up 0.44% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #42 holding.
Atlanta Consulting Group Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Atlanta Consulting Group Advisors's iShares Core US Aggregate Bond ETF position peaked at $2.75M in Q1 2026.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.