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Eagle Strategies’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Eagle Strategies’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 		$14.9M Buy
150,069
+7,360
+5% +$728K 1.48% 13
2026
Q1 		$14.2M Sell
142,709
-1,561
-1% -$156K 1.69% 12
2025
Q4 		$14.4M Buy
144,270
+42,633
+42% +$4.28M 1.84% 10
2025
Q3 		$10.2M Sell
101,637
-2,416
-2% -$240K 1.36% 20
2025
Q2 		$10.3M Buy
104,053
+2,443
+2% +$239K 1.57% 18
2025
Q1 		$10.1M Buy
101,610
+2,976
+3% +$291K 1.75% 15
2024
Q4 		$9.56M Buy
98,634
+1,568
+2% +$154K 1.65% 17
2024
Q3 		$9.83M Buy
97,066
+14,991
+18% +$1.5M 1.78% 15
2024
Q2 		$7.97M Buy
82,075
+57,385
+232% +$5.54M 1.52% 18
2024
Q1 		$2.42M Sell
24,690
-54,161
-69% -$5.3M 0.54% 46
2023
Q4 		$7.83M Buy
78,851
+14,696
+23% +$1.4M 1.68% 18
2023
Q3 		$6.03M Sell
64,155
-32,864
-34% -$3.17M 1.48% 17
2023
Q2 		$9.5M Sell
97,019
-1,089
-1% -$108K 2.31% 11
2023
Q1 		$9.78M Buy
98,108
+68,237
+228% +$6.74M 2.44% 12
2022
Q4 		$2.9M Buy
+29,871
New +$2.89M 0.87% 33
2022
Q3 		– Sell
-5,279
Closed -$537K – 103
2022
Q2 		$537K Buy
+5,279
New +$542K 0.2% 91
2022
Q1 		– Sell
-1,800
Closed -$205K – 139
2021
Q4 		$205K Buy
+1,800
New +$206K 0.08% 140

Other funds holding AGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Eagle Strategies's AGG Position: Q2 2026 in Review

Eagle Strategies increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.2% in Q2 2026, buying an estimated $728K and bringing the position to 150,069 shares worth $14.9M. The position accounts for 1.48% of the portfolio, ranked #13.

Eagle Strategies first reported a position in AGG in Q4 2021 and has held it in 17 quarters since. 1,106 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Eagle Strategies held 150,069 shares of iShares Core US Aggregate Bond ETF worth $14.9M as of Q2 2026.
  • Eagle Strategies bought 7,360 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $728K.
  • iShares Core US Aggregate Bond ETF made up 1.48% of Eagle Strategies's portfolio in Q2 2026, its #13 holding.
  • Eagle Strategies first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,106 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.