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

Clearwater 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	$9.41M	Sell	95,075 -2,177	-2%	-$215K	0.69%	32
2026 Q1	$9.65M	Sell	97,252 -8,253	-8%	-$826K	0.78%	27
2025 Q4	$10.5M	Sell	105,505 -24,882	-19%	-$2.5M	0.88%	30
2025 Q3	$13.1M	Sell	130,387 -494	-0.4%	-$49K	1.11%	23
2025 Q2	$13M	Sell	130,881 -10,780	-8%	-$1.06M	1.19%	21
2025 Q1	$14M	Sell	141,661 -4,054	-3%	-$396K	1.35%	17
2024 Q4	$14.1M	Buy	145,715 +5,298	+4%	+$522K	1.38%	18
2024 Q3	$14.2M	Sell	140,417 -7,250	-5%	-$723K	1.38%	17
2024 Q2	$14.3M	Sell	147,667 -5,198	-3%	-$502K	1.52%	16
2024 Q1	$15M	Sell	152,865 -1,234	-0.8%	-$121K	1.6%	16
2023 Q4	$15.3M	Buy	+154,099	New	+$14.7M	1.71%	15
2021 Q1	–	Sell	-1,821	Closed	-$215K	–	161
2020 Q4	$215K	Buy	+1,821	New	+$215K	0.03%	146
2018 Q2	–	Sell	-1,046	Closed	-$112K	–	190
2018 Q1	$112K	Buy	+1,046	New	+$112K	0.02%	226

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

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

Clearwater Capital Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.2% in Q2 2026, selling an estimated $215K and leaving 95,075 shares worth $9.41M. The position accounts for 0.69% of the portfolio, ranked #32.

Clearwater Capital Advisors first reported a position in AGG in Q1 2018 and has held it in 13 quarters since. The position peaked at $15.3M in Q4 2023. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Clearwater Capital Advisors held 95,075 shares of iShares Core US Aggregate Bond ETF worth $9.41M as of Q2 2026.
Clearwater Capital Advisors sold 2,177 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $215K.
iShares Core US Aggregate Bond ETF made up 0.69% of Clearwater Capital Advisors's portfolio in Q2 2026, its #32 holding.
Clearwater Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2018 and has held it in 13 quarters since.
Clearwater Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $15.3M in Q4 2023.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.