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

Conservest 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 		$5.39M Sell
54,423
-4,484
-8% -$444K 0.43% 28
2026
Q1 		$5.85M Buy
58,907
+14,943
+34% +$1.5M 0.53% 25
2025
Q4 		$4.39M Buy
43,964
+302
+0.7% +$30.3K 0.4% 27
2025
Q3 		$4.38M Sell
43,662
-1,726
-4% -$171K 0.41% 26
2025
Q2 		$4.5M Sell
45,388
-17,546
-28% -$1.72M 0.44% 24
2025
Q1 		$6.23M Sell
62,934
-54,166
-46% -$5.3M 0.65% 22
2024
Q4 		$11.3M Sell
117,100
-5,712
-5% -$563K 1.17% 18
2024
Q3 		$12M Hold
122,812
– – 1.23% 16
2024
Q2 		$12M Hold
122,812
– – 1.3% 16
2024
Q1 		$12M Buy
122,812
+4,746
+4% +$464K 1.23% 16
2023
Q4 		$11.7M Buy
+118,066
New +$11.2M 1.25% 15
2022
Q2 		– Sell
-7,360
Closed -$788K – 92
2022
Q1 		$788K Buy
+7,360
New +$810K 0.09% 47
2021
Q2 		– Sell
-540,520
Closed -$61.5M – 82
2021
Q1 		$61.5M Buy
540,520
+8,647
+2% +$1M 7.07% 5
2020
Q4 		$62.9M Buy
531,873
+19,785
+4% +$2.33M 7.54% 5
2020
Q3 		$60.5M Buy
512,088
+8,688
+2% +$1.03M 8.13% 5
2020
Q2 		$59.5M Buy
503,400
+7,120
+1% +$833K 8.51% 3
2020
Q1 		$57.3M Buy
496,280
+248,040
+100% +$28.3M 9.48% 3
2019
Q4 		$27.9M Buy
248,240
+40,153
+19% +$4.52M 3.64% 10
2019
Q3 		$23.5M Buy
+208,087
New +$23.4M 3.41% 10

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
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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

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

Conservest Capital Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 7.6% in Q2 2026, selling an estimated $444K and leaving 54,423 shares worth $5.39M. The position accounts for 0.43% of the portfolio, ranked #28.

Conservest Capital Advisors first reported a position in AGG in Q3 2019 and has held it in 19 quarters since. The position peaked at $62.9M in Q4 2020. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Conservest Capital Advisors held 54,423 shares of iShares Core US Aggregate Bond ETF worth $5.39M as of Q2 2026.
  • Conservest Capital Advisors sold 4,484 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $444K.
  • iShares Core US Aggregate Bond ETF made up 0.43% of Conservest Capital Advisors's portfolio in Q2 2026, its #28 holding.
  • Conservest Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2019 and has held it in 19 quarters since.
  • Conservest Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $62.9M in Q4 2020.
  • 1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.