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Cypress Wealth Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cypress Wealth Services’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 		$283K Sell
2,857
-96
-3% -$9.5K 0.03% 355
2026
Q1 		$293K Sell
2,953
-116
-4% -$11.6K 0.04% 309
2025
Q4 		$307K Sell
3,069
-625
-17% -$62.7K 0.04% 299
2025
Q3 		$370K Buy
3,694
+168
+5% +$16.7K 0.06% 214
2025
Q2 		$350K Sell
3,526
-569
-14% -$55.8K 0.06% 209
2025
Q1 		$405K Sell
4,095
-345
-8% -$33.7K 0.08% 173
2024
Q4 		$430K Sell
4,440
-2,366
-35% -$233K 0.09% 166
2024
Q3 		$689K Sell
6,806
-530
-7% -$52.9K 0.14% 111
2024
Q2 		$712K Sell
7,336
-178
-2% -$17.2K 0.16% 103
2024
Q1 		$736K Sell
7,514
-288
-4% -$28.2K 0.17% 103
2023
Q4 		$774K Sell
7,802
-1,690
-18% -$161K 0.19% 95
2023
Q3 		$893K Sell
9,492
-8,882
-48% -$855K 0.25% 79
2023
Q2 		$1.8M Sell
18,374
-7,903
-30% -$781K 0.47% 45
2023
Q1 		$2.62M Sell
26,277
-1,431
-5% -$141K 0.77% 32
2022
Q4 		$2.69M Buy
27,708
+4,782
+21% +$462K 0.86% 28
2022
Q3 		$2.2M Buy
22,926
+4,147
+22% +$419K 0.75% 31
2022
Q2 		$1.91M Buy
18,779
+7,855
+72% +$807K 0.61% 41
2022
Q1 		$1.17M Buy
10,924
+4,788
+78% +$527K 0.32% 60
2021
Q4 		$700K Buy
6,136
+4,308
+236% +$493K 0.19% 88
2021
Q3 		$210K Buy
+1,828
New +$212K 0.06% 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

Cypress Wealth Services's AGG Position: Q2 2026 in Review

Cypress Wealth Services reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3.3% in Q2 2026, selling an estimated $9.5K and leaving 2,857 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #355.

Cypress Wealth Services first reported a position in AGG in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.69M in Q4 2022. 2,079 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Cypress Wealth Services held 2,857 shares of iShares Core US Aggregate Bond ETF worth $283K as of Q2 2026.
  • Cypress Wealth Services sold 96 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $9.5K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #355 holding.
  • Cypress Wealth Services first reported a position in iShares Core US Aggregate Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Cypress Wealth Services's iShares Core US Aggregate Bond ETF position peaked at $2.69M in Q4 2022.
  • 2,079 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.