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

Centerpoint 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 		$168K Hold
1,701
– – 0.05% 95
2026
Q1 		$169K Buy
1,701
+166
+11% +$16.6K 0.06% 90
2025
Q4 		$153K Hold
1,535
– – 0.05% 100
2025
Q3 		$154K Sell
1,535
-15
-1% -$1.49K 0.05% 99
2025
Q2 		$154K Hold
1,550
– – 0.05% 96
2025
Q1 		$153K Buy
1,550
+20
+1% +$1.96K 0.06% 95
2024
Q4 		$148K Buy
1,530
+139
+10% +$13.7K 0.05% 104
2024
Q3 		$141K Hold
1,391
– – 0.05% 104
2024
Q2 		$135K Sell
1,391
-134
-9% -$12.9K 0.05% 102
2024
Q1 		$149K Buy
1,525
+440
+41% +$43.1K 0.06% 98
2023
Q4 		$108K Hold
1,085
– – 0.04% 109
2023
Q3 		$102K Hold
1,085
– – 0.04% 113
2023
Q2 		$106K Buy
1,085
+160
+17% +$15.8K 0.04% 119
2023
Q1 		$92K Sell
925
-135
-13% -$13.3K 0.04% 126
2022
Q4 		$103K Hold
1,060
– – 0.05% 114
2022
Q3 		$102K Hold
1,060
– – 0.05% 107
2022
Q2 		$108K Sell
1,060
-65
-6% -$6.68K 0.06% 107
2022
Q1 		$120K Sell
1,125
-155
-12% -$17.1K 0.05% 105
2021
Q4 		$146K Hold
1,280
– – 0.06% 98
2021
Q3 		$147K Sell
1,280
-22
-2% -$2.55K 0.07% 96
2021
Q2 		$150K Buy
1,302
+57
+5% +$6.53K 0.07% 98
2021
Q1 		$142K Sell
1,245
-25
-2% -$2.9K 0.08% 68
2020
Q4 		$150K Buy
+1,270
New +$150K 0.1% 61

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

Centerpoint Advisors's AGG Position: Q2 2026 in Review

Centerpoint Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 1,701 shares worth $168K. The position accounts for 0.05% of the portfolio, ranked #95.

Centerpoint Advisors first reported a position in AGG in Q4 2020 and has held it in 23 quarters since. The position peaked at $169K in Q1 2026. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Centerpoint Advisors held 1,701 shares of iShares Core US Aggregate Bond ETF worth $168K as of Q2 2026.
  • Centerpoint Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.05% of Centerpoint Advisors's portfolio in Q2 2026, its #95 holding.
  • Centerpoint Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Centerpoint Advisors's iShares Core US Aggregate Bond ETF position peaked at $169K in Q1 2026.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.