Coston McIsaac & Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Coston McIsaac & Partners’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	$4K	Hold	45	–	–	﹤0.01%	692
2026 Q1	$4K	Hold	45	–	–	﹤0.01%	695
2025 Q4	$4K	Hold	45	–	–	﹤0.01%	673
2025 Q3	$4K	Hold	45	–	–	﹤0.01%	643
2025 Q2	$4K	Hold	45	–	–	﹤0.01%	625
2025 Q1	$4K	Hold	45	–	–	﹤0.01%	608
2024 Q4	$4K	Hold	45	–	–	﹤0.01%	601
2024 Q3	$4K	Hold	45	–	–	﹤0.01%	618
2024 Q2	$4K	Hold	45	–	–	﹤0.01%	585
2024 Q1	$4K	Hold	45	–	–	﹤0.01%	586
2023 Q4	$4K	Hold	45	–	–	﹤0.01%	583
2023 Q3	$4K	Hold	45	–	–	﹤0.01%	579
2023 Q2	$4K	Hold	45	–	–	﹤0.01%	619
2023 Q1	$4K	Sell	45 -84	-65%	-$8.3K	﹤0.01%	607
2022 Q4	$12K	Buy	129 +2	+2%	+$193	﹤0.01%	476
2022 Q3	$12K	Hold	127	–	–	0.01%	404
2022 Q2	$13K	Buy	+127	New	+$13.1K	0.01%	248

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 22.9% 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

Coston McIsaac & Partners's AGG Position: Q2 2026 in Review

Coston McIsaac & Partners held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 45 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Coston McIsaac & Partners first reported a position in AGG in Q2 2022 and has held it in 17 quarters since. The position peaked at $13K in Q2 2022. 2,099 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Coston McIsaac & Partners held 45 shares of iShares Core US Aggregate Bond ETF worth $4K as of Q2 2026.
Coston McIsaac & Partners left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #692 holding.
Coston McIsaac & Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and has held it in 17 quarters since.
Coston McIsaac & Partners's iShares Core US Aggregate Bond ETF position peaked at $13K in Q2 2022.
2,099 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.