CAG
AGG icon

Csenge Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Csenge Advisory Group’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 		$7.13M Sell
72,033
-2,428
-3% -$240K 0.29% 67
2026
Q1 		$7.39M Sell
74,461
-10,218
-12% -$1.02M 0.34% 53
2025
Q4 		$8.46M Sell
84,679
-2,687
-3% -$270K 0.38% 49
2025
Q3 		$8.76M Buy
87,366
+1,534
+2% +$152K 0.42% 43
2025
Q2 		$8.42M Sell
85,832
-859
-1% -$84.2K 0.44% 42
2025
Q1 		$8.48M Buy
86,691
+2,772
+3% +$271K 0.48% 39
2024
Q4 		$8.13M Buy
83,919
+11,502
+16% +$1.13M 0.44% 46
2024
Q3 		$7.21M Buy
72,417
+741
+1% +$73.9K 0.38% 51
2024
Q2 		$6.96M Sell
71,676
-21,005
-23% -$2.03M 0.39% 46
2024
Q1 		$9.08M Buy
92,681
+7,009
+8% +$686K 0.51% 36
2023
Q4 		$8.5M Buy
85,672
+33,306
+64% +$3.17M 0.53% 34
2023
Q3 		$4.92M Buy
52,366
+8,225
+19% +$792K 0.34% 60
2023
Q2 		$4.32M Buy
44,141
+14,156
+47% +$1.4M 0.29% 67
2023
Q1 		$2.99M Buy
29,985
+18,693
+166% +$1.85M 0.22% 92
2022
Q4 		$1.1M Sell
11,292
-10,845
-49% -$1.05M 0.08% 207
2022
Q3 		$2.13M Sell
22,137
-2,894
-12% -$293K 0.18% 105
2022
Q2 		$2.54M Buy
25,031
+1,531
+7% +$157K 0.21% 97
2022
Q1 		$2.52M Buy
23,500
+12,409
+112% +$1.37M 0.2% 95
2021
Q4 		$1.28M Sell
11,091
-1,488
-12% -$170K 0.11% 155
2021
Q3 		$1.45M Buy
12,579
+1,488
+13% +$172K 0.12% 149
2021
Q2 		$1.28M Sell
11,091
-6,958
-39% -$797K 0.11% 155
2021
Q1 		$2.06M Sell
18,049
-14,290
-44% -$1.65M 0.21% 84
2020
Q4 		$3.82M Buy
32,339
+1,574
+5% +$185K 0.46% 43
2020
Q3 		$3.62M Buy
30,765
+20,922
+213% +$2.48M 0.5% 43
2020
Q2 		$1.16M Buy
9,843
+7,143
+265% +$836K 0.17% 107
2020
Q1 		$312K Buy
+2,700
New +$308K 0.08% 208

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

Csenge Advisory Group's AGG Position: Q2 2026 in Review

Csenge Advisory Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3.3% in Q2 2026, selling an estimated $240K and leaving 72,033 shares worth $7.13M. The position accounts for 0.29% of the portfolio, ranked #67.

Csenge Advisory Group first reported a position in AGG in Q1 2020 and has held it in 26 quarters since. The position peaked at $9.08M in Q1 2024. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Csenge Advisory Group held 72,033 shares of iShares Core US Aggregate Bond ETF worth $7.13M as of Q2 2026.
  • Csenge Advisory Group sold 2,428 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $240K.
  • iShares Core US Aggregate Bond ETF made up 0.29% of Csenge Advisory Group's portfolio in Q2 2026, its #67 holding.
  • Csenge Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Csenge Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $9.08M in Q1 2024.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.