Biltmore Family Office’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Biltmore Family Office’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	$96.3K	Sell	973 -50	-5%	-$4.95K	0.01%	271
2026 Q1	$102K	Hold	1,023	–	–	0.01%	257
2025 Q4	$102K	Hold	1,023	–	–	0.01%	247
2025 Q3	$103K	Sell	1,023 -10	-1%	-$992	0.01%	227
2025 Q2	$102K	Sell	1,033 -50	-5%	-$4.9K	0.02%	222
2025 Q1	$107K	Hold	1,083	–	–	0.02%	216
2024 Q4	$105K	Buy	1,083 +300	+38%	+$29.5K	0.02%	215
2024 Q3	$79.3K	Hold	783	–	–	0.01%	222
2024 Q2	$76K	Buy	783 +120	+18%	+$11.6K	0.01%	198
2024 Q1	$64.9K	Hold	663	–	–	0.01%	194
2023 Q4	$65.8K	Sell	663 -3,160	-83%	-$301K	0.01%	196
2023 Q3	$360K	Buy	3,823 +663	+21%	+$63.9K	0.08%	137
2023 Q2	$310K	Hold	3,160	–	–	0.07%	149
2023 Q1	$315K	Buy	+3,160	New	+$312K	0.07%	183
2021 Q3	–	Sell	-192	Closed	-$22K	–	210
2021 Q2	$22K	Hold	192	–	–	0.01%	176
2021 Q1	$22K	Hold	192	–	–	0.01%	169
2020 Q4	$23K	Sell	192 -584	-75%	-$68.8K	0.01%	169
2020 Q3	$92K	Hold	776	–	–	0.05%	138
2020 Q2	$92K	Buy	776 +584	+304%	+$68.4K	0.06%	146
2020 Q1	$22K	Buy	+192	New	+$21.9K	0.01%	152

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Biltmore Family Office's AGG Position: Q2 2026 in Review

Biltmore Family Office reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 4.9% in Q2 2026, selling an estimated $4.95K and leaving 973 shares worth $96.3K. The position accounts for 0.01% of the portfolio, ranked #271.

Biltmore Family Office first reported a position in AGG in Q1 2020 and has held it in 20 quarters since. The position peaked at $360K in Q3 2023. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Biltmore Family Office held 973 shares of iShares Core US Aggregate Bond ETF worth $96.3K as of Q2 2026.
Biltmore Family Office sold 50 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $4.95K.
iShares Core US Aggregate Bond ETF made up 0.01% of Biltmore Family Office's portfolio in Q2 2026, its #271 holding.
Biltmore Family Office first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and has held it in 20 quarters since.
Biltmore Family Office's iShares Core US Aggregate Bond ETF position peaked at $360K in Q3 2023.
2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.