Coppell Advisory Solutions’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Coppell Advisory Solutions’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	$292K	Buy	+1,217	New	+$120K	0.02%	369
2026 Q1	–	Sell	-10,419	Closed	-$1.04M	–	43
2025 Q4	$1.04M	Sell	10,419 -2,137	-17%	-$214K	0.1%	162
2025 Q3	$1.26M	Buy	12,556 +2,116	+20%	+$210K	0.13%	150
2025 Q2	$1.03M	Buy	10,440 +1,841	+21%	+$180K	0.12%	165
2025 Q1	$4.79M	Sell	8,599 -11,180	-57%	-$1.09M	0.66%	33
2024 Q4	$1.92M	Buy	19,779 +3,984	+25%	+$392K	0.27%	79
2024 Q3	$1.6M	Sell	15,795 -2,471	-14%	-$247K	0.24%	93
2024 Q2	$1.77M	Buy	+18,266	New	+$1.76M	0.29%	75
2023 Q4	$1.79M	Buy	18,028 +1,309	+8%	+$125K	0.36%	69
2023 Q3	$1.62M	Sell	16,719 -4,337	-21%	-$418K	0.56%	44
2023 Q2	$2.06M	Buy	21,056 +11,257	+115%	+$1.11M	0.58%	38
2023 Q1	$972K	Sell	9,799 -2,848	-23%	-$281K	0.32%	83
2022 Q4	$1.23M	Buy	+12,647	New	+$1.22M	0.42%	61
2020 Q4	$3.48M	Buy	+29,485	New	+$3.47M	1.76%	11

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

Coppell Advisory Solutions's AGG Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 1,217 shares worth $292K. The stake represents 0.02% of the portfolio and ranks #369 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in AGG as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in AGG in Q4 2020 and has held it in 14 quarters since. The position peaked at $4.79M in Q1 2025. 2,093 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Coppell Advisory Solutions held 1,217 shares of iShares Core US Aggregate Bond ETF worth $292K as of Q2 2026.
iShares Core US Aggregate Bond ETF was a new Coppell Advisory Solutions position in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.02% of Coppell Advisory Solutions's portfolio in Q2 2026, its #369 holding.
Coppell Advisory Solutions first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 14 quarters since.
Coppell Advisory Solutions's iShares Core US Aggregate Bond ETF position peaked at $4.79M in Q1 2025.
2,093 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.