Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cambridge Investment Research 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 		$153M Buy
1,549,519
+81,046
+6% +$8.02M 0.35% 45
2026
Q1 		$146M Buy
1,468,473
+69,103
+5% +$6.91M 0.38% 39
2025
Q4 		$140M Buy
1,399,370
+76,238
+6% +$7.65M 0.37% 37
2025
Q3 		$133M Buy
1,323,132
+83,901
+7% +$8.32M 0.36% 38
2025
Q2 		$123M Buy
1,239,231
+63,831
+5% +$6.25M 0.37% 42
2025
Q1 		$116M Sell
1,175,400
-160,159
-12% -$15.7M 0.39% 37
2024
Q4 		$129M Buy
1,335,559
+40,959
+3% +$4.03M 0.43% 29
2024
Q3 		$131M Buy
1,294,600
+12,584
+1% +$1.26M 0.45% 29
2024
Q2 		$124M Buy
1,282,016
+153,284
+14% +$14.8M 0.46% 26
2024
Q1 		$111M Sell
1,128,732
-164,109
-13% -$16.1M 0.43% 30
2023
Q4 		$128M Buy
1,292,841
+51,278
+4% +$4.88M 0.55% 21
2023
Q3 		$117M Buy
1,241,563
+31,760
+3% +$3.06M 0.55% 22
2023
Q2 		$119M Buy
1,209,803
+166,465
+16% +$16.5M 0.54% 27
2023
Q1 		$104M Buy
1,043,338
+103,140
+11% +$10.2M 0.51% 29
2022
Q4 		$91.2M Sell
940,198
-13,704
-1% -$1.33M 0.47% 33
2022
Q3 		$91.9M Sell
953,902
-25,143
-3% -$2.54M 0.52% 29
2022
Q2 		$99.5M Sell
979,045
-41,406
-4% -$4.25M 0.54% 25
2022
Q1 		$109M Buy
1,020,451
+100,375
+11% +$11M 0.5% 28
2021
Q4 		$105M Sell
920,076
-50,657
-5% -$5.8M 0.47% 27
2021
Q3 		$111M Buy
970,733
+100,321
+12% +$11.6M 0.55% 21
2021
Q2 		$100M Buy
870,412
+8,371
+1% +$959K 0.48% 29
2021
Q1 		$98.1M Buy
862,041
+18,429
+2% +$2.13M 0.53% 21
2020
Q4 		$99.7M Buy
843,612
+79,313
+10% +$9.34M 0.58% 22
2020
Q3 		$90.2M Sell
764,299
-52,150
-6% -$6.19M 0.61% 21
2020
Q2 		$96.5M Buy
816,449
+246,696
+43% +$28.9M 0.73% 15
2020
Q1 		$65.7M Buy
569,753
+135,692
+31% +$15.5M 0.63% 20
2019
Q4 		$48.8M Buy
434,061
+53,704
+14% +$6.05M 0.38% 44
2019
Q3 		$43M Buy
380,357
+92,985
+32% +$10.5M 0.38% 46
2019
Q2 		$32M Sell
287,372
-150,645
-34% -$16.5M 0.29% 71
2019
Q1 		$47.8M Buy
438,017
+199,809
+84% +$21.4M 0.46% 34
2018
Q4 		$25.4M Buy
238,208
+21,510
+10% +$2.26M 0.28% 75
2018
Q3 		$22.9M Sell
216,698
-10,502
-5% -$1.11M 0.22% 98
2018
Q2 		$24.2M Buy
227,200
+15,254
+7% +$1.62M 0.26% 79
2018
Q1 		$22.7M Buy
211,946
+13,487
+7% +$1.45M 0.26% 84
2017
Q4 		$21.7M Buy
198,459
+60,055
+43% +$6.57M 0.26% 81
2017
Q3 		$15.2M Sell
138,404
-9,769
-7% -$1.07M 0.2% 98
2017
Q2 		$16.2M Sell
148,173
-17,802
-11% -$1.95M 0.24% 85
2017
Q1 		$18M Sell
165,975
-60,711
-27% -$6.57M 0.31% 66
2016
Q4 		$24.5M Buy
226,686
+12,098
+6% +$1.33M 0.46% 40
2016
Q3 		$24.1M Sell
214,588
-11,528
-5% -$1.3M 0.45% 45
2016
Q2 		$25.5M Sell
226,116
-4,646
-2% -$516K 0.54% 36
2016
Q1 		$25.6M Buy
230,762
+82,317
+55% +$9.01M 0.58% 33
2015
Q4 		$16M Buy
148,445
+18,145
+14% +$1.98M 0.38% 55
2015
Q3 		$14.3M Sell
130,300
-6,904
-5% -$753K 0.41% 52
2015
Q2 		$14.9M Sell
137,204
-7,724
-5% -$850K 0.41% 50
2015
Q1 		$16.1M Buy
144,928
+34,015
+31% +$3.78M 0.46% 45
2014
Q4 		$12.2M Buy
110,913
+17,263
+18% +$1.9M 0.38% 52
2014
Q3 		$10.2M Buy
93,650
+6,495
+7% +$709K 0.3% 68
2014
Q2 		$9.54M Sell
87,155
-10,764
-11% -$1.17M 0.33% 64
2014
Q1 		$10.6M Buy
97,919
+7,944
+9% +$855K 0.4% 53
2013
Q4 		$9.58M Buy
89,975
+9,299
+12% +$996K 0.39% 52
2013
Q3 		$8.65M Sell
80,676
-23,988
-23% -$2.56M 0.38% 61
2013
Q2 		$11.2M Buy
+104,664
New +$11.5M 0.57% 34

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
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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cambridge Investment Research Advisors's AGG Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.5% in Q2 2026, buying an estimated $8.02M and bringing the position to 1,549,519 shares worth $153M. The position accounts for 0.35% of the portfolio, ranked #45.

Cambridge Investment Research Advisors first reported a position in AGG in Q2 2013 and has held it in 53 quarters since. 876 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Cambridge Investment Research Advisors held 1,549,519 shares of iShares Core US Aggregate Bond ETF worth $153M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 81,046 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $8.02M.
  • iShares Core US Aggregate Bond ETF made up 0.35% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #45 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • 876 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.