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

Bellwether 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 		$1.79M Buy
18,034
+242
+1% +$23.9K 0.26% 75
2026
Q1 		$1.77M Sell
17,792
-184
-1% -$18.4K 0.3% 74
2025
Q4 		$1.8M Buy
17,976
+554
+3% +$55.6K 0.29% 64
2025
Q3 		$1.75M Buy
17,422
+229
+1% +$22.7K 0.29% 71
2025
Q2 		$1.71M Sell
17,193
-405
-2% -$39.7K 0.29% 59
2025
Q1 		$1.74M Sell
17,598
-572
-3% -$55.9K 0.36% 50
2024
Q4 		$1.76M Sell
18,170
-76
-0.4% -$7.49K 0.31% 50
2024
Q3 		$1.85M Sell
18,246
-2
-0% -$200 0.35% 50
2024
Q2 		$1.77M Sell
18,248
-1,629
-8% -$157K 0.37% 57
2024
Q1 		$1.95M Sell
19,877
-57
-0.3% -$5.58K 0.43% 56
2023
Q4 		$1.98M Sell
19,934
-838
-4% -$79.7K 0.49% 47
2023
Q3 		$1.95M Buy
20,772
+164
+0.8% +$15.8K 0.53% 41
2023
Q2 		$2.02M Sell
20,608
-1,157
-5% -$114K 0.59% 31
2023
Q1 		$2.17M Sell
21,765
-5,486
-20% -$542K 0.59% 40
2022
Q4 		$2.64M Sell
27,251
-21,597
-44% -$2.09M 0.77% 26
2022
Q3 		$4.71M Sell
48,848
-6,638
-12% -$671K 1.55% 11
2022
Q2 		$5.64M Sell
55,486
-4,137
-7% -$425K 1.81% 9
2022
Q1 		$6.38M Sell
59,623
-490
-0.8% -$53.9K 1.9% 12
2021
Q4 		$6.86M Sell
60,113
-6,119
-9% -$700K 2.13% 10
2021
Q3 		$7.61M Sell
66,232
-1,710
-3% -$198K 2.53% 8
2021
Q2 		$7.83M Sell
67,942
-1,962
-3% -$225K 2.7% 6
2021
Q1 		$7.96M Sell
69,904
-2,108
-3% -$244K 3.15% 4
2020
Q4 		$8.51M Buy
+72,012
New +$8.48M 3.75% 3

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

Bellwether Advisors's AGG Position: Q2 2026 in Review

Bellwether Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.4% in Q2 2026, buying an estimated $23.9K and bringing the position to 18,034 shares worth $1.79M. The position accounts for 0.26% of the portfolio, ranked #75.

Bellwether Advisors first reported a position in AGG in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.51M in Q4 2020. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Bellwether Advisors held 18,034 shares of iShares Core US Aggregate Bond ETF worth $1.79M as of Q2 2026.
  • Bellwether Advisors bought 242 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $23.9K.
  • iShares Core US Aggregate Bond ETF made up 0.26% of Bellwether Advisors's portfolio in Q2 2026, its #75 holding.
  • Bellwether Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Bellwether Advisors's iShares Core US Aggregate Bond ETF position peaked at $8.51M in Q4 2020.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.