Coastal Bridge Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
Other funds holding AGG
Coastal Bridge Advisors's AGG Position: Q2 2026 in Review
Coastal Bridge Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.72% in Q2 2026, buying an estimated $2.77K and bringing the position to 3,897 shares worth $386K. The position accounts for 0.02% of the portfolio, ranked #360.
Coastal Bridge Advisors first reported a position in AGG in Q1 2025 and has held it in 6 quarters since. The position peaked at $395K in Q4 2025. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.
- Coastal Bridge Advisors held 3,897 shares of iShares Core US Aggregate Bond ETF worth $386K as of Q2 2026.
- Coastal Bridge Advisors bought 28 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.77K.
- iShares Core US Aggregate Bond ETF made up 0.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #360 holding.
- Coastal Bridge Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
- Coastal Bridge Advisors's iShares Core US Aggregate Bond ETF position peaked at $395K in Q4 2025.
- 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.
Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.