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

Covestor’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 		$43K Buy
439
+37
+9% +$3.66K 0.02% 868
2026
Q1 		$40K Buy
402
+5
+1% +$500 0.03% 821
2025
Q4 		$40K Buy
397
+31
+8% +$3.11K 0.02% 988
2025
Q3 		$37K Buy
366
+13
+4% +$1.29K 0.02% 1040
2025
Q2 		$35K Sell
353
-27
-7% -$2.65K 0.02% 1036
2025
Q1 		$38K Buy
380
+115
+43% +$11.2K 0.03% 943
2024
Q4 		$26K Sell
265
-8
-3% -$788 0.02% 1088
2024
Q3 		$28K Buy
273
+50
+22% +$4.99K 0.02% 1080
2024
Q2 		$22K Buy
223
+114
+105% +$11K 0.01% 1160
2024
Q1 		$11K Sell
109
-31
-22% -$3.03K 0.01% 1484
2023
Q4 		$14K Sell
140
-37
-21% -$3.52K 0.01% 1325
2023
Q3 		$17K Buy
177
+130
+277% +$12.5K 0.01% 1165
2023
Q2 		$5K Sell
47
-27
-36% -$2.67K ﹤0.01% 1696
2023
Q1 		$7K Buy
74
+16
+28% +$1.58K 0.01% 1456
2022
Q4 		$6K Buy
+58
New +$5.61K ﹤0.01% 1498

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Covestor's AGG Position: Q2 2026 in Review

Covestor increased its iShares Core US Aggregate Bond ETF (AGG) stake by 9.2% in Q2 2026, buying an estimated $3.66K and bringing the position to 439 shares worth $43K. The position accounts for 0.02% of the portfolio, ranked #868.

Covestor first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Covestor held 439 shares of iShares Core US Aggregate Bond ETF worth $43K as of Q2 2026.
  • Covestor bought 37 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $3.66K.
  • iShares Core US Aggregate Bond ETF made up 0.02% of Covestor's portfolio in Q2 2026, its #868 holding.
  • Covestor first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.