Carrera Capital Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Carrera Capital 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	$1.64M	Sell	16,526 -1,913	-10%	-$189K	0.24%	80
2026 Q1	$1.83M	Sell	18,439 -65	-0.4%	-$6.5K	0.28%	65
2025 Q4	$1.85M	Buy	18,504 +1,885	+11%	+$189K	0.31%	56
2025 Q3	$1.67M	Buy	16,619 +1,513	+10%	+$150K	0.3%	60
2025 Q2	$1.5M	Buy	15,106 +1,323	+10%	+$130K	0.3%	60
2025 Q1	$1.36M	Buy	13,783 +3,261	+31%	+$319K	0.3%	69
2024 Q4	$1.02M	Buy	10,522 +1,126	+12%	+$111K	0.24%	71
2024 Q3	$951K	Sell	9,396 -1,690	-15%	-$169K	0.23%	58
2024 Q2	$1.08M	Buy	+11,086	New	+$1.07M	0.35%	41

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carrera Capital Advisors's AGG Position: Q2 2026 in Review

Carrera Capital Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 10% in Q2 2026, selling an estimated $189K and leaving 16,526 shares worth $1.64M. The position accounts for 0.24% of the portfolio, ranked #80.

Carrera Capital Advisors first reported a position in AGG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.85M in Q4 2025. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Carrera Capital Advisors held 16,526 shares of iShares Core US Aggregate Bond ETF worth $1.64M as of Q2 2026.
Carrera Capital Advisors sold 1,913 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $189K.
iShares Core US Aggregate Bond ETF made up 0.24% of Carrera Capital Advisors's portfolio in Q2 2026, its #80 holding.
Carrera Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Carrera Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.85M in Q4 2025.
2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.