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Dynamic Advisor Solutions’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Dynamic Advisor Solutions’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 		$4M Sell
40,373
-1,894
-4% -$187K 0.11% 192
2026
Q1 		$4.2M Buy
42,267
+4,084
+11% +$409K 0.13% 179
2025
Q4 		$3.81M Buy
38,183
+542
+1% +$54.4K 0.12% 185
2025
Q3 		$3.77M Buy
37,641
+2,321
+7% +$230K 0.11% 205
2025
Q2 		$3.5M Buy
35,320
+742
+2% +$72.7K 0.11% 214
2025
Q1 		$3.42M Buy
34,578
+3,477
+11% +$340K 0.11% 199
2024
Q4 		$3.01M Sell
31,101
-48,304
-61% -$4.76M 0.13% 163
2024
Q3 		$8.04M Buy
79,405
+1,962
+3% +$196K 0.24% 99
2024
Q2 		$7.52M Buy
77,443
+9,701
+14% +$936K 0.24% 96
2024
Q1 		$6.63M Sell
67,742
-14,157
-17% -$1.39M 0.22% 111
2023
Q4 		$8.04M Sell
81,899
-9,345
-10% -$889K 0.3% 88
2023
Q3 		$8.58M Buy
91,244
+23,261
+34% +$2.24M 0.41% 54
2023
Q2 		$6.66M Sell
67,983
-24,911
-27% -$2.46M 0.35% 66
2023
Q1 		$9.26M Sell
92,894
-36,555
-28% -$3.61M 0.54% 30
2022
Q4 		$12.6M Sell
129,449
-11,563
-8% -$1.12M 0.86% 14
2022
Q3 		$13.6M Sell
141,012
-13,198
-9% -$1.33M 1.04% 16
2022
Q2 		$15.7M Buy
154,210
+42,510
+38% +$4.37M 1.2% 13
2022
Q1 		$12M Buy
111,700
+7,834
+8% +$862K 0.83% 21
2021
Q4 		$11.8M Buy
103,866
+23,290
+29% +$2.66M 0.85% 21
2021
Q3 		$9.25M Buy
80,576
+14,133
+21% +$1.64M 0.7% 24
2021
Q2 		$7.66M Sell
66,443
-5,481
-8% -$628K 0.61% 32
2021
Q1 		$8.19M Buy
71,924
+11,702
+19% +$1.36M 0.76% 22
2020
Q4 		$7.12M Buy
60,222
+21,484
+55% +$2.53M 0.67% 26
2020
Q3 		$4.57M Buy
38,738
+13,431
+53% +$1.59M 0.52% 36
2020
Q2 		$2.99M Buy
25,307
+6,824
+37% +$799K 0.4% 62
2020
Q1 		$2.13M Sell
18,483
-2,303
-11% -$262K 0.39% 68
2019
Q4 		$2.34M Sell
20,786
-2,038
-9% -$230K 0.32% 81
2019
Q3 		$2.58M Sell
22,824
-3,293
-13% -$370K 0.4% 66
2019
Q2 		$2.91M Buy
26,117
+418
+2% +$45.7K 0.47% 59
2019
Q1 		$2.8M Buy
25,699
+12,738
+98% +$1.37M 0.53% 49
2018
Q4 		$1.38M Sell
12,961
-1,244
-9% -$130K 0.29% 95
2018
Q3 		$1.5M Sell
14,205
-2,822
-17% -$299K 0.31% 101
2018
Q2 		$1.81M Buy
17,027
+8,074
+90% +$856K 0.41% 71
2018
Q1 		$960K Buy
8,953
+3,328
+59% +$357K 0.25% 123
2017
Q4 		$615K Sell
5,625
-614
-10% -$67.1K 0.2% 134
2017
Q3 		$684K Buy
6,239
+336
+6% +$36.9K 0.27% 114
2017
Q2 		$646K Sell
5,903
-2,205
-27% -$241K 0.25% 113
2017
Q1 		$880K Sell
8,108
-101
-1% -$10.9K 0.34% 85
2016
Q4 		$887K Sell
8,209
-1,059
-11% -$116K 0.35% 82
2016
Q3 		$1.04M Buy
9,268
+1,851
+25% +$208K 0.39% 74
2016
Q2 		$835K Buy
7,417
+76
+1% +$8.44K 0.34% 80
2016
Q1 		$814K Buy
7,341
+676
+10% +$74K 0.35% 74
2015
Q4 		$720K Buy
6,665
+1,323
+25% +$144K 0.3% 89
2015
Q3 		$585K Buy
+5,342
New +$583K 0.3% 88
2015
Q2 		– Sell
-4,228
Closed -$471K – 160
2015
Q1 		$471K Buy
4,228
+372
+10% +$41.3K 0.24% 121
2014
Q4 		$425K Buy
+3,856
New +$424K 0.23% 129
2014
Q3 		– Sell
-2,178
Closed -$238K – 193
2014
Q2 		$238K Sell
2,178
-379
-15% -$41.2K 0.14% 173
2014
Q1 		$276K Buy
2,557
+203
+9% +$21.8K 0.19% 157
2013
Q4 		$250K Buy
+2,354
New +$252K 0.19% 167

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Dynamic Advisor Solutions's AGG Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 4.5% in Q2 2026, selling an estimated $187K and leaving 40,373 shares worth $4M. The position accounts for 0.11% of the portfolio, ranked #192.

Dynamic Advisor Solutions first reported a position in AGG in Q4 2013 and has held it in 49 quarters since. The position peaked at $15.7M in Q2 2022. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Dynamic Advisor Solutions held 40,373 shares of iShares Core US Aggregate Bond ETF worth $4M as of Q2 2026.
  • Dynamic Advisor Solutions sold 1,894 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $187K.
  • iShares Core US Aggregate Bond ETF made up 0.11% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #192 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Core US Aggregate Bond ETF in Q4 2013 and has held it in 49 quarters since.
  • Dynamic Advisor Solutions's iShares Core US Aggregate Bond ETF position peaked at $15.7M in Q2 2022.
  • 406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.