Emergent Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Emergent Wealth 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	$8.98M	Buy	91,216 +4,826	+6%	+$478K	4.67%	5
2026 Q1	$8.58M	Sell	86,390 -16,672	-16%	-$1.67M	5.07%	3
2025 Q4	$10.3M	Sell	103,062 -5,007	-5%	-$502K	5.79%	2
2025 Q3	$10.9M	Buy	108,069 +17,202	+19%	+$1.71M	6.31%	2
2025 Q2	$9.17M	Buy	90,867 +5,088	+6%	+$499K	5.86%	2
2025 Q1	$8.49M	Buy	85,779 +8,569	+11%	+$838K	6.15%	2
2024 Q4	$7.48M	Buy	77,210 +1,703	+2%	+$168K	5.42%	3
2024 Q3	$7.65M	Buy	75,507 +8,257	+12%	+$824K	5.65%	3
2024 Q2	$6.54M	Buy	67,250 +1,912	+3%	+$185K	5.26%	4
2024 Q1	$6.4M	Buy	65,338 +13,458	+26%	+$1.32M	5.52%	4
2023 Q4	$5.15M	Buy	+51,880	New	+$4.94M	4.8%	3

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Emergent Wealth Advisors's AGG Position: Q2 2026 in Review

Emergent Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.6% in Q2 2026, buying an estimated $478K and bringing the position to 91,216 shares worth $8.98M. The position accounts for 4.67% of the portfolio, ranked #5.

Emergent Wealth Advisors first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.9M in Q3 2025. 2,078 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Emergent Wealth Advisors held 91,216 shares of iShares Core US Aggregate Bond ETF worth $8.98M as of Q2 2026.
Emergent Wealth Advisors bought 4,826 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $478K.
iShares Core US Aggregate Bond ETF made up 4.67% of Emergent Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Emergent Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Emergent Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $10.9M in Q3 2025.
2,078 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.