Daybright Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$38.5M Buy
395,660
+43,117
+12% +$4.27M 9.2% 3
2026
Q1
$35M Buy
352,543
+18,601
+6% +$1.86M 9.69% 3
2025
Q4
$33.4M Buy
+333,942
New +$33.5M 8.9% 3

Other funds holding AGG

Daybright Advisory Services's AGG Position: Q2 2026 in Review

Daybright Advisory Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 12% in Q2 2026, buying an estimated $4.27M and bringing the position to 395,660 shares worth $38.5M. The position accounts for 9.2% of the portfolio, ranked #3.

Daybright Advisory Services first reported a position in AGG in Q4 2025 and has held it in 3 quarters since. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Daybright Advisory Services held 395,660 shares of iShares Core US Aggregate Bond ETF worth $38.5M as of Q2 2026.
  • Daybright Advisory Services bought 43,117 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $4.27M.
  • iShares Core US Aggregate Bond ETF made up 9.2% of Daybright Advisory Services's portfolio in Q2 2026, its #3 holding.
  • Daybright Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Daybright Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.