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DB&C Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

DB&C 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 		$256K Sell
2,583
-115
-4% -$11.4K 0.28% 61
2026
Q1 		$268K Sell
2,698
-42
-2% -$4.2K 0.35% 55
2025
Q4 		$274K Buy
+2,740
New +$275K 0.34% 53

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

DB&C Advisors's AGG Position: Q2 2026 in Review

DB&C Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 4.3% in Q2 2026, selling an estimated $11.4K and leaving 2,583 shares worth $256K. The position accounts for 0.28% of the portfolio, ranked #61.

DB&C Advisors first reported a position in AGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $274K in Q4 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • DB&C Advisors held 2,583 shares of iShares Core US Aggregate Bond ETF worth $256K as of Q2 2026.
  • DB&C Advisors sold 115 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $11.4K.
  • iShares Core US Aggregate Bond ETF made up 0.28% of DB&C Advisors's portfolio in Q2 2026, its #61 holding.
  • DB&C Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • DB&C Advisors's iShares Core US Aggregate Bond ETF position peaked at $274K in Q4 2025.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on DB&C Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.