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

CoreCap 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 		$1.17M Buy
11,801
+2,360
+25% +$234K 0.03% 353
2026
Q1 		$937K Sell
9,441
-489
-5% -$48.9K 0.03% 377
2025
Q4 		$992K Buy
9,930
+90
+0.9% +$9.03K 0.03% 371
2025
Q3 		$986K Sell
9,840
-73
-0.7% -$7.24K 0.04% 373
2025
Q2 		$983K Buy
9,913
+2,465
+33% +$242K 0.04% 355
2025
Q1 		$737K Buy
7,448
+1,635
+28% +$160K 0.03% 398
2024
Q4 		$563K Sell
5,813
-250
-4% -$24.6K 0.03% 444
2024
Q3 		$614K Buy
+6,063
New +$605K 0.03% 424
2024
Q2 		– Sell
-5,704
Closed -$559K – 1629
2024
Q1 		$559K Buy
5,704
+362
+7% +$35.4K 0.03% 376
2023
Q4 		$530K Sell
5,342
-3,237
-38% -$308K 0.03% 340
2023
Q3 		$807K Buy
8,579
+460
+6% +$44.3K 0.06% 261
2023
Q2 		$795K Buy
+8,119
New +$803K 0.06% 271
2022
Q4 		$20M Sell
206,273
-41,165
-17% -$3.98M 1.43% 11
2022
Q3 		$23.8M Buy
247,438
+134,563
+119% +$13.6M 2% 10
2022
Q2 		$11.5M Sell
112,875
-163,404
-59% -$16.8M 0.89% 24
2022
Q1 		$29.6M Buy
276,279
+20,932
+8% +$2.3M 2.04% 7
2021
Q4 		$29.1M Buy
+255,347
New +$29.2M 1.94% 7

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

CoreCap Advisors's AGG Position: Q2 2026 in Review

CoreCap Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 25% in Q2 2026, buying an estimated $234K and bringing the position to 11,801 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #353.

CoreCap Advisors first reported a position in AGG in Q4 2021 and has held it in 17 quarters since. The position peaked at $29.6M in Q1 2022. 604 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • CoreCap Advisors held 11,801 shares of iShares Core US Aggregate Bond ETF worth $1.17M as of Q2 2026.
  • CoreCap Advisors bought 2,360 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $234K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of CoreCap Advisors's portfolio in Q2 2026, its #353 holding.
  • CoreCap Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's iShares Core US Aggregate Bond ETF position peaked at $29.6M in Q1 2022.
  • 604 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.