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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		$12.2M Buy
123,521
+18,549
+18% +$1.84M 0.16% 59
2026
Q1 		$10.4M Sell
104,972
-20,188
-16% -$2.02M 0.15% 63
2025
Q4 		$12.5M Sell
125,160
-4,196
-3% -$421K 0.19% 58
2025
Q3 		$13M Sell
129,356
-6,363
-5% -$631K 0.2% 56
2025
Q2 		$13.5M Sell
135,719
-14,152
-9% -$1.39M 0.23% 56
2025
Q1 		$14.8M Sell
149,871
-809,545
-84% -$79.1M 0.28% 52
2024
Q4 		$93M Sell
959,416
-46,502
-5% -$4.58M 1.8% 14
2024
Q3 		$102M Buy
1,005,918
+39,527
+4% +$3.94M 2.35% 13
2024
Q2 		$93.8M Sell
966,391
-26,452
-3% -$2.55M 2.01% 14
2024
Q1 		$97.2M Buy
992,843
+37,069
+4% +$3.63M 2.21% 13
2023
Q4 		$94.9M Buy
955,774
+29,559
+3% +$2.81M 2.36% 16
2023
Q3 		$87.1M Buy
926,215
+10,619
+1% +$1.02M 2.44% 16
2023
Q2 		$89.7M Buy
915,596
+11,432
+1% +$1.13M 2.51% 15
2023
Q1 		$90.1M Sell
904,164
-57,165
-6% -$5.65M 2.66% 15
2022
Q4 		$93.2M Buy
+961,329
New +$93M 3.47% 8
2022
Q3 		– Sell
-956,980
Closed -$97.3M – 89
2022
Q2 		$97.3M Sell
956,980
-25,281
-3% -$2.6M 4.04% 5
2022
Q1 		$105M Sell
982,261
-93,269
-9% -$10.3M 3.76% 6
2021
Q4 		$123M Buy
1,075,530
+58,897
+6% +$6.74M 4.48% 8
2021
Q3 		$117M Buy
1,016,633
+35,265
+4% +$4.09M 4.57% 6
2021
Q2 		$113M Buy
981,368
+25,683
+3% +$2.94M 4.64% 5
2021
Q1 		$109M Buy
955,685
+32,546
+4% +$3.77M 5.14% 3
2020
Q4 		$109M Buy
923,139
+18,272
+2% +$2.15M 5.35% 4
2020
Q3 		$107M Buy
904,867
+18,673
+2% +$2.22M 6.02% 2
2020
Q2 		$105M Buy
+886,194
New +$104M 6.39% 2
2019
Q4 		$109M Buy
973,592
+89,303
+10% +$10.1M 8.69% 2
2019
Q3 		$100M Buy
884,289
+94,687
+12% +$10.6M 8.74% 2
2019
Q2 		$87.9M Buy
789,602
+43,374
+6% +$4.74M 8.82% 3
2019
Q1 		$81.4M Buy
746,228
+19,257
+3% +$2.06M 8.9% 3
2018
Q4 		$77.4M Sell
726,971
-50,484
-6% -$5.3M 7.71% 1
2018
Q3 		$82M Buy
777,455
+20,855
+3% +$2.21M 7.65% 1
2018
Q2 		$80.4M Buy
756,600
+14,475
+2% +$1.53M 7.87% 2
2018
Q1 		$79.6M Buy
742,125
+25,753
+4% +$2.76M 7.96% 2
2017
Q4 		$78.3M Buy
716,372
+17,192
+2% +$1.88M 8.05% 1
2017
Q3 		$76.6M Buy
699,180
+13,371
+2% +$1.47M 8.11% 1
2017
Q2 		$75.1M Buy
685,809
+6,286
+0.9% +$687K 8.38% 1
2017
Q1 		$73.7M Buy
679,523
+24,183
+4% +$2.62M 8.25% 1
2016
Q4 		$70.8M Buy
655,340
+20,434
+3% +$2.24M 8.1% 1
2016
Q3 		$71.4M Buy
634,906
+38,175
+6% +$4.29M 8.71% 1
2016
Q2 		$67.2M Buy
596,731
+21,760
+4% +$2.42M 9.72% 2
2016
Q1 		$63.7M Buy
574,971
+118,120
+26% +$12.9M 10% 1
2015
Q4 		$49.3M Buy
456,851
+99,537
+28% +$10.8M 8.29% 2
2015
Q3 		$39.2M Buy
357,314
+227,864
+176% +$24.8M 7.35% 4
2015
Q2 		$14.1M Buy
129,450
+111,665
+628% +$12.3M 2.81% 9
2015
Q1 		$1.98M Buy
+17,785
New +$1.98M 0.44% 36

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's AGG Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 18% in Q2 2026, buying an estimated $1.84M and bringing the position to 123,521 shares worth $12.2M. The position accounts for 0.16% of the portfolio, ranked #59.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in AGG in Q1 2015 and has held it in 44 quarters since. The position peaked at $123M in Q4 2021. 937 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 123,521 shares of iShares Core US Aggregate Bond ETF worth $12.2M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 18,549 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.84M.
  • iShares Core US Aggregate Bond ETF made up 0.16% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2015 and has held it in 44 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $123M in Q4 2021.
  • 937 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.