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

Cottage Street 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 		$541K Buy
5,468
+1,217
+29% +$120K 0.21% 79
2026
Q1 		$422K Sell
4,251
-77
-2% -$7.7K 0.18% 83
2025
Q4 		$432K Buy
4,328
+55
+1% +$5.52K 0.18% 78
2025
Q3 		$428K Sell
4,273
-19
-0.4% -$1.89K 0.18% 79
2025
Q2 		$426K Buy
4,292
+48
+1% +$4.7K 0.22% 72
2025
Q1 		$420K Buy
4,244
+23
+0.5% +$2.25K 0.21% 73
2024
Q4 		$409K Buy
4,221
+256
+6% +$25.2K 0.21% 75
2024
Q3 		$401K Buy
3,965
+1,706
+76% +$170K 0.22% 69
2024
Q2 		$219K Buy
2,259
+20
+0.9% +$1.93K 0.13% 93
2024
Q1 		$219K Buy
+2,239
New +$219K 0.13% 86

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

Cottage Street Advisors's AGG Position: Q2 2026 in Review

Cottage Street Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 29% in Q2 2026, buying an estimated $120K and bringing the position to 5,468 shares worth $541K. The position accounts for 0.21% of the portfolio, ranked #79.

Cottage Street Advisors first reported a position in AGG in Q1 2024 and has held it in 10 quarters since. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Cottage Street Advisors held 5,468 shares of iShares Core US Aggregate Bond ETF worth $541K as of Q2 2026.
  • Cottage Street Advisors bought 1,217 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $120K.
  • iShares Core US Aggregate Bond ETF made up 0.21% of Cottage Street Advisors's portfolio in Q2 2026, its #79 holding.
  • Cottage Street Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Cottage Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.