ACA
AGG icon

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

Atlas 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
-79
Closed -$7.84K – 1051
2026
Q1 		$7.84K Buy
+79
New +$7.9K ﹤0.01% 810
2025
Q2 		$82.9K Buy
836
+336
+67% +$32.9K 0.01% 561
2025
Q1 		$49.5K Buy
500
+200
+67% +$19.6K 0.01% 633
2024
Q4 		$29.1K Hold
300
– – ﹤0.01% 678
2024
Q3 		$30.4K Hold
300
– – ﹤0.01% 637
2024
Q2 		$29.1K Hold
300
– – ﹤0.01% 652
2024
Q1 		$29.4K Buy
+300
New +$29.4K ﹤0.01% 636
2022
Q1 		– Sell
-268
Closed -$30.6K – 911
2021
Q4 		$30.6K Sell
268
-1
-0.4% -$114 ﹤0.01% 590
2021
Q3 		$30.9K Buy
269
+1
+0.4% +$116 0.01% 587
2021
Q2 		$30.9K Sell
268
-270
-50% -$30.9K 0.01% 590
2021
Q1 		$61.2K Buy
+538
New +$62.3K 0.01% 477
2020
Q3 		– Sell
-645
Closed -$76.2K – 317
2020
Q2 		$76.2K Buy
+645
New +$75.5K 0.02% 431

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

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

Atlas Capital Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 79 shares — an estimated $7.84K sold.

Atlas Capital Advisors first reported a position in AGG in Q2 2020 and held it in 12 quarters. The position peaked at $82.9K in Q2 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Atlas Capital Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Atlas Capital Advisors sold 79 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $7.84K.
  • Atlas Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and held it in 12 quarters.
  • Atlas Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $82.9K in Q2 2025.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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