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

Bluestem Financial 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 		$4.23M Sell
42,691
-941
-2% -$93.1K 1.48% 14
2026
Q1 		$4.33M Sell
43,632
-188
-0.4% -$18.8K 1.67% 13
2025
Q4 		$4.38M Sell
43,820
-1,128
-3% -$113K 1.69% 13
2025
Q3 		$4.51M Sell
44,948
-6,516
-13% -$646K 1.76% 12
2025
Q2 		$5.11M Sell
51,464
-1,108
-2% -$109K 2.19% 11
2025
Q1 		$5.2M Buy
52,572
+12,620
+32% +$1.23M 2.43% 9
2024
Q4 		$3.87M Buy
39,952
+853
+2% +$84K 1.82% 13
2024
Q3 		$3.96M Buy
39,099
+3,140
+9% +$313K 1.85% 13
2024
Q2 		$3.49M Buy
35,959
+7,239
+25% +$699K 1.76% 11
2024
Q1 		$2.81M Sell
28,720
-922
-3% -$90.2K 1.45% 15
2023
Q4 		$2.94M Sell
29,642
-8,016
-21% -$763K 1.71% 13
2023
Q3 		$3.54M Buy
37,658
+10,183
+37% +$981K 2.16% 9
2023
Q2 		$2.69M Sell
27,475
-11,234
-29% -$1.11M 1.63% 13
2023
Q1 		$3.86M Sell
38,709
-61
-0.2% -$6.03K 2.37% 9
2022
Q4 		$3.76M Buy
38,770
+1,620
+4% +$157K 2.47% 9
2022
Q3 		$3.58M Buy
37,150
+7,832
+27% +$792K 2.53% 8
2022
Q2 		$2.98M Buy
29,318
+4,481
+18% +$460K 2.07% 10
2022
Q1 		$2.66M Buy
+24,837
New +$2.73M 1.67% 10
2021
Q4 		– Sell
-2,153
Closed -$247K – 25
2021
Q3 		$247K Hold
2,153
– – 0.16% 25
2021
Q2 		$248K Sell
2,153
-2,153
-50% -$247K 0.17% 26
2021
Q1 		$490K Hold
4,306
– – 0.35% 19
2020
Q4 		$509K Hold
4,306
– – 0.37% 18
2020
Q3 		$508K Sell
4,306
-434
-9% -$51.5K 0.43% 16
2020
Q2 		$560K Buy
4,740
+434
+10% +$50.8K 0.51% 14
2020
Q1 		$497K Hold
4,306
– – 0.53% 11
2019
Q4 		$484K Buy
+4,306
New +$485K 0.44% 12

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

Bluestem Financial Advisors's AGG Position: Q2 2026 in Review

Bluestem Financial Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.2% in Q2 2026, selling an estimated $93.1K and leaving 42,691 shares worth $4.23M. The position accounts for 1.48% of the portfolio, ranked #14.

Bluestem Financial Advisors first reported a position in AGG in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.2M in Q1 2025. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Bluestem Financial Advisors held 42,691 shares of iShares Core US Aggregate Bond ETF worth $4.23M as of Q2 2026.
  • Bluestem Financial Advisors sold 941 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $93.1K.
  • iShares Core US Aggregate Bond ETF made up 1.48% of Bluestem Financial Advisors's portfolio in Q2 2026, its #14 holding.
  • Bluestem Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Bluestem Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $5.2M in Q1 2025.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Bluestem Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.