BRWA
AGG icon

B. Riley Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

B. Riley 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 		$1.08M Sell
10,825
-34,762
-76% -$3.44M 0.06% 297
2026
Q1 		$4.51M Sell
45,587
-42,700
-48% -$4.27M 0.29% 83
2025
Q4 		$8.82M Buy
88,287
+2,848
+3% +$286K 0.41% 43
2025
Q3 		$8.57M Buy
85,439
+883
+1% +$87.6K 0.4% 45
2025
Q2 		$8.39M Buy
+84,556
New +$8.29M 0.39% 42
2024
Q4 		$3.66M Sell
37,798
-52,401
-58% -$5.16M 0.12% 179
2024
Q3 		$9.11M Buy
90,199
+8,911
+11% +$889K 0.25% 80
2024
Q2 		$7.89M Sell
81,288
-2,713
-3% -$262K 0.2% 103
2024
Q1 		$7.9M Sell
84,001
-2,102
-2% -$206K 0.21% 100
2023
Q4 		$8.55M Buy
86,103
+2,102
+3% +$200K 0.23% 92
2023
Q3 		$7.9M Buy
84,001
+1,973
+2% +$190K 0.21% 100
2023
Q2 		$8.03M Buy
82,028
+5,853
+8% +$579K 0.18% 118
2023
Q1 		$7.59M Buy
76,175
+20,889
+38% +$2.06M 0.2% 112
2022
Q4 		$5.36M Buy
55,286
+16,131
+41% +$1.56M 0.15% 156
2022
Q3 		$3.77M Buy
39,155
+8,440
+27% +$853K 0.11% 189
2022
Q2 		$3.12M Sell
30,715
-310
-1% -$31.9K 0.13% 162
2022
Q1 		$3.32M Buy
31,025
+2,891
+10% +$318K 0.11% 199
2021
Q4 		$3.21M Sell
28,134
-5,824
-17% -$666K 0.09% 241
2021
Q3 		$3.9M Sell
33,958
-26,352
-44% -$3.05M 0.12% 182
2021
Q2 		$6.96M Sell
60,310
-9,584
-14% -$1.1M 0.23% 99
2021
Q1 		$7.96M Buy
69,894
+37,553
+116% +$4.35M 0.28% 77
2020
Q4 		$3.82M Sell
32,341
-11,384
-26% -$1.34M 0.2% 114
2020
Q3 		$5.16M Buy
43,725
+3,078
+8% +$365K 0.28% 86
2020
Q2 		$4.8M Buy
40,647
+2,374
+6% +$278K 0.32% 79
2020
Q1 		$4.42M Buy
38,273
+10,635
+38% +$1.21M 0.38% 60
2019
Q4 		$3.11M Buy
27,638
+6,437
+30% +$725K 0.26% 87
2019
Q3 		$2.4M Buy
21,201
+5,606
+36% +$630K 0.24% 92
2019
Q2 		$1.74M Buy
15,595
+1,305
+9% +$143K 0.19% 111
2019
Q1 		$1.56M Sell
14,290
-2,084
-13% -$223K 0.19% 107
2018
Q4 		$1.75M Sell
16,374
-2,015
-11% -$211K 0.25% 91
2018
Q3 		$1.94M Sell
18,389
-2,764
-13% -$293K 0.23% 95
2018
Q2 		$2.25M Buy
21,153
+2,753
+15% +$292K 0.3% 76
2018
Q1 		$1.97M Buy
18,400
+302
+2% +$32.4K 0.28% 87
2017
Q4 		$1.98M Buy
18,098
+2,142
+13% +$234K 0.27% 102
2017
Q3 		$1.75M Buy
15,956
+3,705
+30% +$407K 0.29% 92
2017
Q2 		$1.34M Buy
12,251
+2,016
+20% +$220K 0.24% 117
2017
Q1 		$1.11M Buy
10,235
+578
+6% +$62.5K 0.22% 119
2016
Q4 		$1.05M Buy
9,657
+567
+6% +$62.1K 0.21% 121
2016
Q3 		$1.02M Buy
9,090
+2,271
+33% +$255K 0.2% 131
2016
Q2 		$769K Buy
6,819
+2,247
+49% +$250K 0.15% 168
2016
Q1 		$507K Buy
4,572
+372
+9% +$40.7K 0.12% 221
2015
Q4 		$454K Buy
4,200
+2,140
+104% +$233K 0.09% 270
2015
Q3 		$228K Sell
2,060
-2,217
-52% -$242K 0.05% 430
2015
Q2 		$467K Sell
4,277
-611
-13% -$67.2K 0.12% 224
2015
Q1 		$545K Buy
4,888
+3,208
+191% +$356K 0.13% 201
2014
Q4 		$185 Sell
1,680
-388
-19% -$42.7K ﹤0.01% 1416
2014
Q3 		$226K Sell
2,068
-3,375
-62% -$369K 0.06% 467
2014
Q2 		$310K Buy
5,443
+1,289
+31% +$140K 0.07% 303
2014
Q1 		$448K Sell
4,154
-3
-0.1% -$323 0.14% 170
2013
Q4 		$442K Sell
4,157
-1,961
-32% -$210K 0.14% 164
2013
Q3 		$656K Sell
6,118
-5,566
-48% -$593K 0.22% 109
2013
Q2 		$1.25M Buy
+11,684
New +$1.28M 0.43% 51

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

B. Riley Wealth Advisors's AGG Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 76% in Q2 2026, selling an estimated $3.44M and leaving 10,825 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #297.

B. Riley Wealth Advisors first reported a position in AGG in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.11M in Q3 2024. 421 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • B. Riley Wealth Advisors held 10,825 shares of iShares Core US Aggregate Bond ETF worth $1.08M as of Q2 2026.
  • B. Riley Wealth Advisors sold 34,762 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $3.44M.
  • iShares Core US Aggregate Bond ETF made up 0.06% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #297 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $9.11M in Q3 2024.
  • 421 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.