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Beacon Pointe Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Beacon Pointe 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 		$151M Buy
1,529,585
+18,330
+1% +$1.81M 0.7% 26
2026
Q1 		$150M Buy
1,511,255
+616,495
+69% +$61.7M 0.79% 22
2025
Q4 		$89.4M Buy
894,760
+115,934
+15% +$11.6M 0.63% 31
2025
Q3 		$78.1M Sell
778,826
-221,228
-22% -$21.9M 0.66% 28
2025
Q2 		$99.2M Buy
1,000,054
+73,386
+8% +$7.19M 1.04% 16
2025
Q1 		$91.7M Buy
926,668
+17,891
+2% +$1.75M 1.03% 15
2024
Q4 		$88.1M Buy
908,777
+80,566
+10% +$7.94M 0.98% 20
2024
Q3 		$83.9M Buy
828,211
+12,593
+2% +$1.26M 0.97% 14
2024
Q2 		$79.2M Sell
815,618
-23,349
-3% -$2.25M 0.94% 15
2024
Q1 		$82.2M Buy
838,967
+38,043
+5% +$3.72M 0.91% 15
2023
Q4 		$79.5M Sell
800,924
-9,812
-1% -$934K 0.95% 15
2023
Q3 		$76.2M Buy
810,736
+152,795
+23% +$14.7M 0.95% 18
2023
Q2 		$64.4M Buy
657,941
+51,943
+9% +$5.13M 1.05% 15
2023
Q1 		$60.4M Buy
605,998
+18,783
+3% +$1.86M 1.03% 11
2022
Q4 		$57M Sell
587,215
-33,362
-5% -$3.23M 1.1% 10
2022
Q3 		$59.8M Buy
620,577
+42,271
+7% +$4.27M 1.34% 10
2022
Q2 		$58.8M Buy
578,306
+18,881
+3% +$1.94M 1.24% 9
2022
Q1 		$59.9M Buy
559,425
+477,535
+583% +$52.6M 0.82% 17
2021
Q4 		$9.34M Sell
81,890
-10,253
-11% -$1.17M 0.24% 92
2021
Q3 		$10.6M Buy
92,143
+4,557
+5% +$528K 0.26% 99
2021
Q2 		$10.1M Sell
87,586
-744
-0.8% -$85.2K 0.36% 66
2021
Q1 		$10.1M Sell
88,330
-2,560
-3% -$296K 0.62% 35
2020
Q4 		$10.8M Buy
90,890
+13,082
+17% +$1.54M 0.74% 26
2020
Q3 		$9.19M Buy
77,808
+29,031
+60% +$3.44M 0.89% 25
2020
Q2 		$5.77M Buy
48,777
+39,779
+442% +$4.66M 0.58% 43
2020
Q1 		$1.03M Buy
8,998
+3,894
+76% +$444K 0.16% 126
2019
Q4 		$573K Buy
5,104
+1,673
+49% +$189K 0.18% 119
2019
Q3 		$388K Buy
3,431
+1,572
+85% +$177K 0.17% 116
2019
Q2 		$206K Buy
+1,859
New +$203K 0.08% 190

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

Beacon Pointe Advisors's AGG Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.2% in Q2 2026, buying an estimated $1.81M and bringing the position to 1,529,585 shares worth $151M. The position accounts for 0.7% of the portfolio, ranked #26.

Beacon Pointe Advisors first reported a position in AGG in Q2 2019 and has held it in 29 quarters since. 2,078 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Beacon Pointe Advisors held 1,529,585 shares of iShares Core US Aggregate Bond ETF worth $151M as of Q2 2026.
  • Beacon Pointe Advisors bought 18,330 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.81M.
  • iShares Core US Aggregate Bond ETF made up 0.7% of Beacon Pointe Advisors's portfolio in Q2 2026, its #26 holding.
  • Beacon Pointe Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • 2,078 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.