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Droms Strauss Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Droms Strauss 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 		$690K Buy
6,969
+743
+12% +$73.5K 0.16% 51
2026
Q1 		$618K Sell
6,226
-155
-2% -$15.5K 0.16% 49
2025
Q4 		$637K Buy
6,381
+1,140
+22% +$114K 0.17% 47
2025
Q3 		$525K Buy
5,241
+510
+11% +$50.6K 0.15% 51
2025
Q2 		$469K Buy
4,731
+1,723
+57% +$169K 0.14% 51
2025
Q1 		$298K Sell
3,008
-36
-1% -$3.52K 0.1% 54
2024
Q4 		$295K Buy
3,044
+18
+0.6% +$1.77K 0.1% 55
2024
Q3 		$306K Sell
3,026
-36
-1% -$3.59K 0.11% 54
2024
Q2 		$297K Buy
3,062
+79
+3% +$7.63K 0.11% 55
2024
Q1 		$292K Buy
2,983
+188
+7% +$18.4K 0.11% 55
2023
Q4 		$277K Sell
2,795
-64
-2% -$6.09K 0.11% 58
2023
Q3 		$269K Buy
2,859
+145
+5% +$14K 0.12% 57
2023
Q2 		$264K Sell
2,714
-647
-19% -$64K 0.11% 56
2023
Q1 		$335K Sell
3,361
-109
-3% -$10.8K 0.15% 50
2022
Q4 		$337K Sell
3,470
-599
-15% -$57.9K 0.15% 49
2022
Q3 		$391K Sell
4,069
-1,359
-25% -$137K 0.19% 45
2022
Q2 		$552K Buy
5,428
+71
+1% +$7.3K 0.28% 38
2022
Q1 		$575K Buy
5,357
+123
+2% +$13.5K 0.29% 25
2021
Q4 		$594K Buy
5,234
+15
+0.3% +$1.72K 0.26% 30
2021
Q3 		$599K Buy
5,219
+477
+10% +$55.3K 0.29% 29
2021
Q2 		$545K Buy
4,742
+355
+8% +$40.7K 0.26% 31
2021
Q1 		$498K Sell
4,387
-155
-3% -$17.9K 0.24% 33
2020
Q4 		$536K Sell
4,542
-304
-6% -$35.8K 0.31% 24
2020
Q3 		$571K Buy
4,846
+2,057
+74% +$244K 0.34% 28
2020
Q2 		$330K Buy
+2,789
New +$326K 0.23% 29
2020
Q1 		– Sell
-3,561
Closed -$401K – 41
2019
Q4 		$401K Buy
+3,561
New +$401K 0.3% 32

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

Droms Strauss Advisors's AGG Position: Q2 2026 in Review

Droms Strauss Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 12% in Q2 2026, buying an estimated $73.5K and bringing the position to 6,969 shares worth $690K. The position accounts for 0.16% of the portfolio, ranked #51.

Droms Strauss Advisors first reported a position in AGG in Q4 2019 and has held it in 26 quarters since. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Droms Strauss Advisors held 6,969 shares of iShares Core US Aggregate Bond ETF worth $690K as of Q2 2026.
  • Droms Strauss Advisors bought 743 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $73.5K.
  • iShares Core US Aggregate Bond ETF made up 0.16% of Droms Strauss Advisors's portfolio in Q2 2026, its #51 holding.
  • Droms Strauss Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Droms Strauss Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.