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

Atlas Private Wealth 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 		$7.68M Sell
77,621
-5,014
-6% -$496K 1.68% 17
2026
Q1 		$8.2M Sell
82,635
-4,865
-6% -$487K 1.93% 19
2025
Q4 		$8.74M Buy
87,500
+7,064
+9% +$709K 2.04% 19
2025
Q3 		$8.06M Sell
80,436
-49,129
-38% -$4.87M 1.98% 20
2025
Q2 		$12.9M Buy
129,565
+17,409
+16% +$1.71M 1.65% 20
2025
Q1 		$11.1M Buy
112,156
+89,169
+388% +$8.72M 1.55% 21
2024
Q4 		$2.23M Buy
22,987
+12,502
+119% +$1.23M 0.32% 48
2024
Q3 		$1.06M Sell
10,485
-433
-4% -$43.2K 0.15% 65
2024
Q2 		$1.06M Buy
10,918
+4,875
+81% +$471K 0.17% 58
2024
Q1 		$592K Sell
6,043
-6,817
-53% -$667K 0.2% 53
2023
Q4 		$1.28M Sell
12,860
-31,128
-71% -$2.96M 0.24% 49
2023
Q3 		$4.14M Buy
43,988
+28,198
+179% +$2.72M 0.78% 22
2023
Q2 		$1.55M Buy
15,790
+6,656
+73% +$658K 0.31% 58
2023
Q1 		$910K Sell
9,134
-1,210
-12% -$120K 0.42% 45
2022
Q4 		$1M Sell
10,344
-1,671
-14% -$162K 0.53% 36
2022
Q3 		$1.16M Sell
12,015
-338
-3% -$34.2K 0.7% 30
2022
Q2 		$1.26M Sell
12,353
-3,079
-20% -$316K 0.75% 32
2022
Q1 		$1.65M Sell
15,432
-2,279
-13% -$251K 0.73% 31
2021
Q4 		$2.02M Sell
17,711
-1,394
-7% -$159K 0.93% 31
2021
Q3 		$2.19M Sell
19,105
-207
-1% -$24K 1.15% 16
2021
Q2 		$2.23M Sell
19,312
-5,341
-22% -$612K 1.21% 17
2021
Q1 		$2.81M Sell
24,653
-8,684
-26% -$1.01M 1.57% 14
2020
Q4 		$3.94M Sell
33,337
-4,870
-13% -$574K 2.64% 11
2020
Q3 		$4.51M Buy
38,207
+2,895
+8% +$343K 3.76% 6
2020
Q2 		$4.17M Buy
+35,312
New +$4.13M 3.71% 4

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Atlas Private Wealth Advisors's AGG Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 6.1% in Q2 2026, selling an estimated $496K and leaving 77,621 shares worth $7.68M. The position accounts for 1.68% of the portfolio, ranked #17.

Atlas Private Wealth Advisors first reported a position in AGG in Q2 2020 and has held it in 25 quarters since. The position peaked at $12.9M in Q2 2025. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Atlas Private Wealth Advisors held 77,621 shares of iShares Core US Aggregate Bond ETF worth $7.68M as of Q2 2026.
  • Atlas Private Wealth Advisors sold 5,014 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $496K.
  • iShares Core US Aggregate Bond ETF made up 1.68% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Atlas Private Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Atlas Private Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $12.9M in Q2 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.