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Cardiff Park Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cardiff Park 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 		$72.3K Sell
730
-968
-57% -$95.8K 0.01% 316
2026
Q1 		$169K Buy
1,698
+10
+0.6% +$1K 0.01% 290
2025
Q4 		$169K Buy
1,688
+18
+1% +$1.81K 0.01% 278
2025
Q3 		$167K Buy
1,670
+14
+0.8% +$1.39K 0.01% 295
2025
Q2 		$164K Buy
1,656
+14
+0.9% +$1.37K 0.01% 268
2025
Q1 		$162K Buy
1,642
+9
+0.6% +$880 0.02% 268
2024
Q4 		$158K Buy
1,633
+17
+1% +$1.67K 0.02% 263
2024
Q3 		$164K Buy
1,616
+13
+0.8% +$1.3K 0.01% 262
2024
Q2 		$156K Buy
1,603
+12
+0.8% +$1.16K 0.01% 252
2024
Q1 		$156K Sell
1,591
-5
-0.3% -$489 0.01% 270
2023
Q4 		$158K Sell
1,596
-383
-19% -$36.4K 0.02% 247
2023
Q3 		$186K Buy
1,979
+137
+7% +$13.2K 0.02% 217
2023
Q2 		$180K Buy
1,842
+58
+3% +$5.73K 0.02% 232
2023
Q1 		$178K Sell
1,784
-81
-4% -$8.01K 0.02% 228
2022
Q4 		$181K Sell
1,865
-1,046
-36% -$101K 0.03% 233
2022
Q3 		$280K Sell
2,911
-56
-2% -$5.66K 0.04% 194
2022
Q2 		$302K Sell
2,967
-2,180
-42% -$224K 0.05% 190
2022
Q1 		$551K Buy
5,147
+14
+0.3% +$1.54K 0.08% 133
2021
Q4 		$586K Buy
+5,133
New +$587K 0.08% 128

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

Cardiff Park Advisors's AGG Position: Q2 2026 in Review

Cardiff Park Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 57% in Q2 2026, selling an estimated $95.8K and leaving 730 shares worth $72.3K. The position accounts for 0.01% of the portfolio, ranked #316.

Cardiff Park Advisors first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $586K in Q4 2021. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Cardiff Park Advisors held 730 shares of iShares Core US Aggregate Bond ETF worth $72.3K as of Q2 2026.
  • Cardiff Park Advisors sold 968 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $95.8K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Cardiff Park Advisors's portfolio in Q2 2026, its #316 holding.
  • Cardiff Park Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Cardiff Park Advisors's iShares Core US Aggregate Bond ETF position peaked at $586K in Q4 2021.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.