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

Concurrent Investment 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 		$70.6M Buy
713,093
+301,020
+73% +$29.8M 0.6% 22
2026
Q1 		$40.9M Buy
412,073
+58,946
+17% +$5.9M 0.44% 35
2025
Q4 		$35.3M Buy
353,127
+74,170
+27% +$7.44M 0.4% 46
2025
Q3 		$28M Sell
278,957
-2,011
-0.7% -$200K 0.48% 42
2025
Q2 		$27.9M Buy
280,968
+46,821
+20% +$4.59M 0.54% 30
2025
Q1 		$23.2M Sell
234,147
-576,724
-71% -$56.4M 0.56% 30
2024
Q4 		$78.6M Buy
810,871
+474,154
+141% +$46.7M 2.12% 6
2024
Q3 		$34.1M Buy
336,717
+14,278
+4% +$1.42M 1.01% 14
2024
Q2 		$31.3M Buy
322,439
+133,183
+70% +$12.9M 1.03% 13
2024
Q1 		$18.5M Buy
189,256
+42,694
+29% +$4.18M 0.75% 25
2023
Q4 		$14.5M Buy
+146,562
New +$13.9M 0.69% 26

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

Concurrent Investment Advisors's AGG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 73% in Q2 2026, buying an estimated $29.8M and bringing the position to 713,093 shares worth $70.6M. The position accounts for 0.6% of the portfolio, ranked #22.

Concurrent Investment Advisors first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $78.6M in Q4 2024. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Concurrent Investment Advisors held 713,093 shares of iShares Core US Aggregate Bond ETF worth $70.6M as of Q2 2026.
  • Concurrent Investment Advisors bought 301,020 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $29.8M.
  • iShares Core US Aggregate Bond ETF made up 0.6% of Concurrent Investment Advisors's portfolio in Q2 2026, its #22 holding.
  • Concurrent Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $78.6M in Q4 2024.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.