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Capital Investment Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Capital Investment Advisory Services’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 		$1.09M Buy
11,007
+8,315
+309% +$823K 0.07% 285
2026
Q1 		$267K Sell
2,692
-2,621
-49% -$262K 0.02% 548
2025
Q4 		$531K Buy
5,313
+846
+19% +$84.9K 0.04% 375
2025
Q3 		$448K Sell
4,467
-508
-10% -$50.4K 0.04% 387
2025
Q2 		$494K Sell
4,975
-5,768
-54% -$565K 0.04% 352
2025
Q1 		$1.06M Buy
10,743
+1,084
+11% +$106K 0.1% 202
2024
Q4 		$936K Buy
9,659
+176
+2% +$17.3K 0.09% 198
2024
Q3 		$960K Sell
9,483
-6
-0.1% -$599 0.09% 207
2024
Q2 		$921K Sell
9,489
-136
-1% -$13.1K 0.1% 205
2024
Q1 		$943K Sell
9,625
-4,076
-30% -$399K 0.1% 199
2023
Q4 		$1.36M Buy
13,701
+3,954
+41% +$376K 0.13% 154
2023
Q3 		$917K Buy
9,747
+7,681
+372% +$740K 0.09% 192
2023
Q2 		$202K Buy
2,066
+392
+23% +$38.8K 0.02% 460
2023
Q1 		$167K Sell
1,674
-515
-24% -$50.9K 0.02% 482
2022
Q4 		$212K Buy
2,189
+137
+7% +$13.3K 0.03% 450
2022
Q3 		$198K Sell
2,052
-1,548
-43% -$157K 0.03% 431
2022
Q2 		$366K Sell
3,600
-435
-11% -$44.7K 0.04% 320
2022
Q1 		$432K Buy
4,035
+1,299
+47% +$143K 0.05% 316
2021
Q4 		$312K Buy
2,736
+39
+1% +$4.46K 0.04% 371
2021
Q3 		$310K Sell
2,697
-23,496
-90% -$2.72M 0.04% 356
2021
Q2 		$3.02M Buy
26,193
+3,727
+17% +$427K 0.38% 59
2021
Q1 		$2.56M Buy
22,466
+6,139
+38% +$711K 0.36% 65
2020
Q4 		$1.93M Buy
16,327
+14,078
+626% +$1.66M 0.29% 80
2020
Q3 		$266K Buy
2,249
+862
+62% +$102K 0.05% 298
2020
Q2 		$164K Buy
1,387
+676
+95% +$79.1K 0.03% 328
2020
Q1 		$82K Sell
711
-986
-58% -$112K 0.02% 347
2019
Q4 		$191K Buy
1,697
+855
+102% +$96.3K 0.05% 298
2019
Q3 		$95K Sell
842
-933
-53% -$105K 0.03% 397
2019
Q2 		$198K Buy
1,775
+327
+23% +$35.8K 0.06% 275
2019
Q1 		$158K Sell
1,448
-310
-18% -$33.2K 0.06% 248
2018
Q4 		$187K Buy
+1,758
New +$184K 0.08% 207

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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

Capital Investment Advisory Services's AGG Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 309% in Q2 2026, buying an estimated $823K and bringing the position to 11,007 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #285.

Capital Investment Advisory Services first reported a position in AGG in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.02M in Q2 2021. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Capital Investment Advisory Services held 11,007 shares of iShares Core US Aggregate Bond ETF worth $1.09M as of Q2 2026.
  • Capital Investment Advisory Services bought 8,315 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $823K.
  • iShares Core US Aggregate Bond ETF made up 0.07% of Capital Investment Advisory Services's portfolio in Q2 2026, its #285 holding.
  • Capital Investment Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Capital Investment Advisory Services's iShares Core US Aggregate Bond ETF position peaked at $3.02M in Q2 2021.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.