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

BlueSky 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 		$2.82M Sell
28,532
-1,013
-3% -$100K 0.33% 42
2026
Q1 		$2.93M Sell
29,545
-42,955
-59% -$4.3M 0.38% 38
2025
Q4 		$7.24M Sell
72,500
-1,024
-1% -$103K 0.95% 23
2025
Q3 		$7.37M Sell
73,524
-1,041
-1% -$103K 0.99% 21
2025
Q2 		$7.4M Sell
74,565
-7,491
-9% -$734K 1.07% 20
2025
Q1 		$8.12M Sell
82,056
-5,049
-6% -$494K 1.26% 20
2024
Q4 		$8.44M Sell
87,105
-14,639
-14% -$1.44M 1.32% 19
2024
Q3 		$10.3M Sell
101,744
-1,388
-1% -$138K 1.6% 18
2024
Q2 		$10M Buy
103,132
+247
+0.2% +$23.8K 1.68% 18
2024
Q1 		$10.1M Sell
102,885
-225
-0.2% -$22K 7.88% 6
2023
Q4 		$10.2M Buy
103,110
+58,301
+130% +$5.55M 1.9% 17
2023
Q3 		$4.21M Sell
44,809
-309
-0.7% -$29.8K 0.86% 22
2023
Q2 		$4.42M Sell
45,118
-12
-0% -$1.19K 0.89% 22
2023
Q1 		$4.5M Sell
45,130
-3,409
-7% -$337K 0.93% 22
2022
Q4 		$4.71M Sell
48,539
-2,230
-4% -$216K 1.04% 21
2022
Q3 		$4.89M Sell
50,769
-17,961
-26% -$1.82M 1.13% 20
2022
Q2 		$6.99M Sell
68,730
-41,647
-38% -$4.28M 1.55% 17
2022
Q1 		$11.8M Sell
110,377
-3,257
-3% -$358K 2.3% 12
2021
Q4 		$13M Sell
113,634
-1,073
-0.9% -$123K 2.4% 12
2021
Q3 		$13.2M Sell
114,707
-843
-0.7% -$97.7K 2.58% 11
2021
Q2 		$13.4M Buy
115,550
+10,270
+10% +$1.18M 2.62% 11
2021
Q1 		$12M Sell
105,280
-1,535
-1% -$178K 2.71% 11
2020
Q4 		$12.6M Sell
106,815
-29
-0% -$3.42K 3.05% 10
2020
Q3 		$12.6M Buy
106,844
+3,904
+4% +$463K 3.29% 9
2020
Q2 		$12.2M Sell
102,940
-9,791
-9% -$1.15M 3.48% 8
2020
Q1 		$13M Sell
112,731
-3,372
-3% -$384K 4.79% 5
2019
Q4 		$13.1M Sell
116,103
-1,504
-1% -$169K 4.28% 7
2019
Q3 		$13.3M Sell
117,607
-8,634
-7% -$971K 4.6% 6
2019
Q2 		$14.1M Sell
126,241
-2,732
-2% -$299K 5% 5
2019
Q1 		$14M Buy
128,973
+4,592
+4% +$492K 5.05% 5
2018
Q4 		$13.3M Buy
124,381
+9,243
+8% +$970K 5.18% 5
2018
Q3 		$12M Buy
115,138
+3,500
+3% +$371K 4.56% 7
2018
Q2 		$11.9M Sell
111,638
-5,939
-5% -$630K 4.54% 7
2018
Q1 		$12.6M Buy
117,577
+1,766
+2% +$190K 4.84% 6
2017
Q4 		$12.7M Buy
115,811
+2,757
+2% +$301K 5.24% 6
2017
Q3 		$12.4M Buy
113,054
+2,110
+2% +$232K 5.35% 6
2017
Q2 		$12.1M Buy
110,944
+728
+0.7% +$79.6K 5.62% 6
2017
Q1 		$12M Sell
110,216
-8,952
-8% -$969K 5.71% 5
2016
Q4 		$12.9M Buy
+119,168
New +$13.1M 6.32% 3

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

BlueSky Wealth Advisors's AGG Position: Q2 2026 in Review

BlueSky Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3.4% in Q2 2026, selling an estimated $100K and leaving 28,532 shares worth $2.82M. The position accounts for 0.33% of the portfolio, ranked #42.

BlueSky Wealth Advisors first reported a position in AGG in Q4 2016 and has held it in 39 quarters since. The position peaked at $14.1M in Q2 2019. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • BlueSky Wealth Advisors held 28,532 shares of iShares Core US Aggregate Bond ETF worth $2.82M as of Q2 2026.
  • BlueSky Wealth Advisors sold 1,013 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $100K.
  • iShares Core US Aggregate Bond ETF made up 0.33% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • BlueSky Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • BlueSky Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $14.1M in Q2 2019.
  • 1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.