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

Crux Wealth 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	$825K	Sell	8,330 -3	-0%	-$297	0.29%	88
2026 Q1	$827K	Sell	8,333 -518	-6%	-$51.8K	0.32%	84
2025 Q4	$884K	Sell	8,851 -6,040	-41%	-$606K	0.33%	85
2025 Q3	$1.49M	Sell	14,891 -2,026	-12%	-$201K	0.59%	49
2025 Q2	$1.68M	Sell	16,917 -11,004	-39%	-$1.08M	0.71%	42
2025 Q1	$2.76M	Sell	27,921 -3,556	-11%	-$348K	1.44%	19
2024 Q4	$3.05M	Buy	+31,477	New	+$3.1M	1.7%	15

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 22.96% 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

Crux Wealth Advisors's AGG Position: Q2 2026 in Review

Crux Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.04% in Q2 2026, selling an estimated $297 and leaving 8,330 shares worth $825K. The position accounts for 0.29% of the portfolio, ranked #88.

Crux Wealth Advisors first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.05M in Q4 2024. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Crux Wealth Advisors held 8,330 shares of iShares Core US Aggregate Bond ETF worth $825K as of Q2 2026.
Crux Wealth Advisors sold 3 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $297.
iShares Core US Aggregate Bond ETF made up 0.29% of Crux Wealth Advisors's portfolio in Q2 2026, its #88 holding.
Crux Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Crux Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $3.05M in Q4 2024.
2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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