Avior Wealth Management’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 | $11.4M | Sell |
114,823
-178,708
| -61% | -$17.7M | 0.3% | 78 |
|
|
2026
Q1 | $29.1M | Buy |
293,531
+267,372
| +1,022% | +$26.8M | 0.83% | 29 |
|
|
2025
Q4 | $2.6M | Buy |
26,159
+11,206
| +75% | +$1.12M | 0.08% | 170 |
|
|
2025
Q3 | $1.49M | Sell |
14,953
-1,973
| -12% | -$196K | 0.05% | 236 |
|
|
2025
Q2 | $1.67M | Buy |
16,926
+1,681
| +11% | +$165K | 0.06% | 202 |
|
|
2025
Q1 | $1.5M | Sell |
15,245
-10,047
| -40% | -$982K | 0.06% | 208 |
|
|
2024
Q4 | $2.44M | Buy |
25,292
+220
| +0.9% | +$21.7K | 0.09% | 158 |
|
|
2024
Q3 | $2.53M | Buy |
25,072
+3,685
| +17% | +$368K | 0.1% | 145 |
|
|
2024
Q2 | $2.07M | Buy |
21,387
+9,862
| +86% | +$952K | 0.09% | 160 |
|
|
2024
Q1 | $1.12M | Buy |
11,525
+5,638
| +96% | +$552K | 0.05% | 261 |
|
|
2023
Q4 | $574K | Sell |
5,887
-10,321
| -64% | -$982K | 0.03% | 312 |
|
|
2023
Q3 | $1.51M | Buy |
16,208
+916
| +6% | +$88.2K | 0.1% | 143 |
|
|
2023
Q2 | $1.49M | Buy |
15,292
+457
| +3% | +$45.2K | 0.1% | 148 |
|
|
2023
Q1 | $1.47M | Buy |
14,835
+11,485
| +343% | +$1.14M | 0.1% | 153 |
|
|
2022
Q4 | $315K | Sell |
3,350
-259
| -7% | -$25K | 0.02% | 398 |
|
|
2022
Q3 | $338K | Sell |
3,609
-8,941
| -71% | -$904K | 0.03% | 359 |
|
|
2022
Q2 | $1.27M | Sell |
12,550
-243
| -2% | -$25K | 0.13% | 125 |
|
|
2022
Q1 | $1.37M | Buy |
12,793
+257
| +2% | +$28.3K | 0.12% | 133 |
|
|
2021
Q4 | $1.43M | Sell |
12,536
-476
| -4% | -$54.5K | 0.12% | 138 |
|
|
2021
Q3 | $1.49M | Buy |
13,012
+531
| +4% | +$61.5K | 0.12% | 134 |
|
|
2021
Q2 | $1.44M | Buy |
12,481
+2,820
| +29% | +$323K | 0.14% | 134 |
|
|
2021
Q1 | $1.1M | Sell |
9,661
-638
| -6% | -$73.9K | 0.12% | 160 |
|
|
2020
Q4 | $1.22M | Sell |
10,299
-775
| -7% | -$91.3K | 0.15% | 138 |
|
|
2020
Q3 | $1.31M | Sell |
11,074
-1,551
| -12% | -$184K | 0.19% | 117 |
|
|
2020
Q2 | $1.49M | Sell |
12,625
-2,138
| -14% | -$250K | 0.23% | 107 |
|
|
2020
Q1 | $1.7M | Buy |
14,763
+2,827
| +24% | +$322K | 0.34% | 78 |
|
|
2019
Q4 | $1.34M | Sell |
11,936
-3,571
| -23% | -$402K | 0.22% | 110 |
|
|
2019
Q3 | $1.75M | Buy |
15,507
+7,819
| +102% | +$879K | 0.31% | 89 |
|
|
2019
Q2 | $856K | Buy |
+7,688
| New | +$841K | 0.15% | 138 |
|
|
2019
Q1 | – | Sell |
-444
| Closed | -$47K | – | 642 |
|
|
2018
Q4 | $47K | Buy |
+444
| New | +$46.6K | 0.01% | 471 |
|
|
2016
Q3 | – | Sell |
-39
| Closed | -$4K | – | 454 |
|
|
2016
Q2 | $4K | Hold |
39
| – | – | ﹤0.01% | 385 |
|
|
2016
Q1 | $4K | Buy |
+39
| New | +$4.27K | ﹤0.01% | 400 |
|
Other funds holding AGG
Avior Wealth Management's AGG Position: Q2 2026 in Review
Avior Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 61% in Q2 2026, selling an estimated $17.7M and leaving 114,823 shares worth $11.4M. The position accounts for 0.3% of the portfolio, ranked #78.
Avior Wealth Management first reported a position in AGG in Q1 2016 and has held it in 32 quarters since. The position peaked at $29.1M in Q1 2026. 2,078 funds tracked by Wall St. Rank hold AGG as of Q2 2026.
- Avior Wealth Management held 114,823 shares of iShares Core US Aggregate Bond ETF worth $11.4M as of Q2 2026.
- Avior Wealth Management sold 178,708 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $17.7M.
- iShares Core US Aggregate Bond ETF made up 0.3% of Avior Wealth Management's portfolio in Q2 2026, its #78 holding.
- Avior Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2016 and has held it in 32 quarters since.
- Avior Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $29.1M in Q1 2026.
- 2,078 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.