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

Crewe 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 		$591K Hold
5,973
– – 0.04% 127
2026
Q1 		$593K Sell
5,973
-111
-2% -$11.1K 0.05% 113
2025
Q4 		$608K Sell
6,084
-66
-1% -$6.62K 0.05% 106
2025
Q3 		$617K Hold
6,150
– – 0.06% 107
2025
Q2 		$610K Buy
6,150
+1,527
+33% +$150K 0.09% 78
2025
Q1 		$457K Hold
4,623
– – 0.06% 83
2024
Q4 		$448K Hold
4,623
– – 0.06% 85
2024
Q3 		$468K Sell
4,623
-595
-11% -$59.4K 0.05% 84
2024
Q2 		$507K Hold
5,218
– – 0.06% 109
2024
Q1 		$511K Hold
5,218
– – 0.06% 96
2023
Q4 		$518K Sell
5,218
-1,631
-24% -$155K 0.08% 47
2023
Q3 		$644K Buy
6,849
+6,635
+3,100% +$639K 0.11% 42
2023
Q2 		$21K Buy
214
+6
+3% +$593 ﹤0.01% 342
2023
Q1 		$20.7K Sell
208
-762
-79% -$75.3K ﹤0.01% 423
2022
Q4 		$94.1K Sell
970
-1,415
-59% -$137K 0.01% 222
2022
Q3 		$230K Hold
2,385
– – 0.04% 126
2022
Q2 		$243K Sell
2,385
-468
-16% -$48.1K 0.05% 110
2022
Q1 		$305K Sell
2,853
-7,279
-72% -$801K 0.06% 80
2021
Q4 		$1.16M Buy
10,132
+8,668
+592% +$992K 0.24% 28
2021
Q3 		$168K Buy
+1,464
New +$170K 0.04% 80
2019
Q3 		– Sell
-11,934
Closed -$1.33M – 215
2019
Q2 		$1.33M Buy
11,934
+10,845
+996% +$1.19M 0.43% 18
2019
Q1 		$119K Hold
1,089
– – 0.04% 78
2018
Q4 		$116K Hold
1,089
– – 0.04% 71
2018
Q3 		$115K Hold
1,089
– – 0.1% 81
2018
Q2 		$116K Hold
1,089
– – 0.11% 74
2018
Q1 		$117K Sell
1,089
-22
-2% -$2.36K 0.11% 69
2017
Q4 		$121K Buy
+1,111
New +$121K 0.12% 69

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

Crewe Advisors's AGG Position: Q2 2026 in Review

Crewe Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 5,973 shares worth $591K. The position accounts for 0.04% of the portfolio, ranked #127.

Crewe Advisors first reported a position in AGG in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.33M in Q2 2019. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Crewe Advisors held 5,973 shares of iShares Core US Aggregate Bond ETF worth $591K as of Q2 2026.
  • Crewe Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.04% of Crewe Advisors's portfolio in Q2 2026, its #127 holding.
  • Crewe Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 27 quarters since.
  • Crewe Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.33M in Q2 2019.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.