Cary Street Partners Investment Advisory’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cary Street Partners Investment Advisory’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	$239K	Sell	2,414 -2,483	-51%	-$246K	0.05%	335
2026 Q1	$486K	Buy	4,897 +1,397	+40%	+$140K	0.12%	185
2025 Q4	$350K	Sell	3,500 -2,767	-44%	-$278K	0.09%	216
2025 Q3	$628K	Buy	6,267 +1,468	+31%	+$146K	0.26%	83
2025 Q2	$476K	Buy	4,799 +3,094	+181%	+$303K	0.23%	104
2025 Q1	$169K	Buy	1,705 +259	+18%	+$25.3K	0.1%	240
2024 Q4	$140K	Sell	1,446 -51,108	-97%	-$5.03M	0.09%	233
2024 Q3	$5.32M	Sell	52,554 -930	-2%	-$92.8K	0.2%	127
2024 Q2	$5.19M	Buy	53,484 +26,734	+100%	+$2.58M	0.21%	123
2024 Q1	$2.62M	Buy	26,750 +4,134	+18%	+$405K	0.11%	203
2023 Q4	$2.24M	Buy	22,616 +6,788	+43%	+$646K	0.11%	212
2023 Q3	$1.49M	Buy	15,828 +779	+5%	+$75K	0.08%	252
2023 Q2	$1.47M	Buy	15,049 +4,736	+46%	+$468K	0.09%	214
2023 Q1	$1.03M	Buy	10,313 +831	+9%	+$82.1K	0.07%	235
2022 Q4	$920K	Buy	9,482 +4,012	+73%	+$388K	0.07%	245
2022 Q3	$527K	Sell	5,470 -135	-2%	-$13.7K	0.04%	304
2022 Q2	$570K	Buy	5,605 +2,623	+88%	+$270K	0.05%	288
2022 Q1	$319K	Buy	+2,982	New	+$328K	0.09%	203
2021 Q3	–	Sell	-592	Closed	-$68K	–	247
2021 Q2	$68K	Sell	592 -102	-15%	-$11.7K	0.02%	277
2021 Q1	$79K	Sell	694 -1,402	-67%	-$162K	0.03%	250
2020 Q4	$248K	Sell	2,096 -2,660	-56%	-$313K	0.05%	284
2020 Q3	$561K	Buy	+4,756	New	+$564K	0.12%	168
2020 Q1	–	Sell	-4,982	Closed	-$560K	–	75
2019 Q4	$560K	Buy	+4,982	New	+$561K	0.61%	45
2018 Q4	$1.01M	Buy	+8,641	New	+$906K	0.98%	13

Other funds holding AGG

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Cary Street Partners Investment Advisory's AGG Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 51% in Q2 2026, selling an estimated $246K and leaving 2,414 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #335.

Cary Street Partners Investment Advisory first reported a position in AGG in Q4 2018 and has held it in 24 quarters since. The position peaked at $5.32M in Q3 2024. 1,644 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Cary Street Partners Investment Advisory held 2,414 shares of iShares Core US Aggregate Bond ETF worth $239K as of Q2 2026.
Cary Street Partners Investment Advisory sold 2,483 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $246K.
iShares Core US Aggregate Bond ETF made up 0.05% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #335 holding.
Cary Street Partners Investment Advisory first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 24 quarters since.
Cary Street Partners Investment Advisory's iShares Core US Aggregate Bond ETF position peaked at $5.32M in Q3 2024.
1,644 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.