Cantor Fitzgerald Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cantor Fitzgerald Investment 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	$552K	Buy	5,580 +101	+2%	+$9.99K	0.04%	150
2026 Q1	$544K	Buy	5,479 +1,099	+25%	+$110K	0.04%	147
2025 Q4	$437K	Buy	+4,380	New	+$440K	0.03%	155
2021 Q3	–	Sell	-5,785	Closed	-$667K	–	154
2021 Q2	$667K	Buy	5,785 +1,548	+37%	+$177K	0.05%	119
2021 Q1	$501K	Hold	4,237	–	–	0.07%	42
2020 Q4	$501K	Buy	+4,237	New	+$499K	0.07%	42
2019 Q4	–	Sell	-1,951	Closed	-$221K	–	56
2019 Q3	$221K	Sell	1,951 -637	-25%	-$71.6K	0.04%	48
2019 Q2	$288K	Sell	2,588 -119	-4%	-$13K	0.05%	45
2019 Q1	$295K	Sell	2,707 -490,174	-99%	-$52.6M	0.05%	43
2018 Q4	$52.5M	Buy	492,881 +1,583	+0.3%	+$166K	8.68%	4
2018 Q3	$51.8M	Sell	491,298 -39,127	-7%	-$4.15M	6.54%	5
2018 Q2	$56.4M	Sell	530,425 -17,803	-3%	-$1.89M	6.84%	5
2018 Q1	$58.8M	Sell	548,228 -3,481	-0.6%	-$374K	7.01%	5
2017 Q4	$60.3M	Sell	551,709 -26,965	-5%	-$2.95M	7.24%	7
2017 Q3	$63.4M	Buy	578,674 +306,076	+112%	+$33.6M	7.69%	5
2017 Q2	$29.9M	Buy	+272,598	New	+$29.8M	3.69%	13

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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) 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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors's AGG Position: Q2 2026 in Review

Cantor Fitzgerald Investment Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.8% in Q2 2026, buying an estimated $9.99K and bringing the position to 5,580 shares worth $552K. The position accounts for 0.04% of the portfolio, ranked #150.

Cantor Fitzgerald Investment Advisors first reported a position in AGG in Q2 2017 and has held it in 16 quarters since. The position peaked at $63.4M in Q3 2017. 984 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Cantor Fitzgerald Investment Advisors held 5,580 shares of iShares Core US Aggregate Bond ETF worth $552K as of Q2 2026.
Cantor Fitzgerald Investment Advisors bought 101 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $9.99K.
iShares Core US Aggregate Bond ETF made up 0.04% of Cantor Fitzgerald Investment Advisors's portfolio in Q2 2026, its #150 holding.
Cantor Fitzgerald Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2017 and has held it in 16 quarters since.
Cantor Fitzgerald Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $63.4M in Q3 2017.
984 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Cantor Fitzgerald Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.