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Aventus Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Aventus Investment 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 		$8.8M Sell
88,891
-5,009
-5% -$496K 6.45% 5
2026
Q1 		$9.32M Buy
93,900
+2,438
+3% +$244K 7.89% 4
2025
Q4 		$9.14M Buy
91,462
+3,543
+4% +$356K 7.4% 4
2025
Q3 		$8.81M Buy
87,919
+1,578
+2% +$157K 7.52% 4
2025
Q2 		$8.57M Buy
+86,341
New +$8.46M 7.7% 3

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
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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Aventus Investment Advisors's AGG Position: Q2 2026 in Review

Aventus Investment Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 5.3% in Q2 2026, selling an estimated $496K and leaving 88,891 shares worth $8.8M. The position accounts for 6.45% of the portfolio, ranked #5.

Aventus Investment Advisors first reported a position in AGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.32M in Q1 2026. 760 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Aventus Investment Advisors held 88,891 shares of iShares Core US Aggregate Bond ETF worth $8.8M as of Q2 2026.
  • Aventus Investment Advisors sold 5,009 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $496K.
  • iShares Core US Aggregate Bond ETF made up 6.45% of Aventus Investment Advisors's portfolio in Q2 2026, its #5 holding.
  • Aventus Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Aventus Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $9.32M in Q1 2026.
  • 760 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.