City Center Advisors LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

City Center Advisors LLC’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	$1.13M	Sell	11,374 -172	-1%	-$17K	0.91%	20
2026 Q1	$1.15M	Buy	11,546 +3,936	+52%	+$394K	1.06%	17
2025 Q4	$760K	Buy	7,610 +2,092	+38%	+$210K	0.7%	33
2025 Q3	$553K	Buy	5,518 +1,030	+23%	+$102K	0.54%	54
2025 Q2	$445K	Buy	4,488 +276	+7%	+$27K	0.48%	66
2025 Q1	$417K	Buy	4,212 +646	+18%	+$63.2K	0.49%	69
2024 Q4	$346K	Sell	3,566 -44	-1%	-$4.33K	0.39%	92
2024 Q3	$366K	Buy	3,610 +1,067	+42%	+$106K	0.41%	87
2024 Q2	$249K	Hold	2,543	–	–	0.29%	142
2024 Q1	$249K	Buy	+2,543	New	+$249K	0.29%	142

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

City Center Advisors LLC's AGG Position: Q2 2026 in Review

City Center Advisors LLC reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.5% in Q2 2026, selling an estimated $17K and leaving 11,374 shares worth $1.13M. The position accounts for 0.91% of the portfolio, ranked #20.

City Center Advisors LLC first reported a position in AGG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.15M in Q1 2026. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

City Center Advisors LLC held 11,374 shares of iShares Core US Aggregate Bond ETF worth $1.13M as of Q2 2026.
City Center Advisors LLC sold 172 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $17K.
iShares Core US Aggregate Bond ETF made up 0.91% of City Center Advisors LLC's portfolio in Q2 2026, its #20 holding.
City Center Advisors LLC first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
City Center Advisors LLC's iShares Core US Aggregate Bond ETF position peaked at $1.15M in Q1 2026.
2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on City Center Advisors LLC's 13F filing for Q2 2026, filed 7 Jul 2026.