Empower Advisory Group
AGG icon

Empower Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Empower Advisory Group’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 		$5.12M Sell
51,725
-2,731
-5% -$270K 0.01% 191
2026
Q1 		$5.41M Sell
54,456
-303
-0.6% -$30.3K 0.01% 183
2025
Q4 		$5.47M Buy
54,759
+3,345
+7% +$336K 0.01% 182
2025
Q3 		$5.15M Sell
51,414
-5,661
-10% -$562K 0.01% 181
2025
Q2 		$5.66M Sell
57,075
-5,141
-8% -$504K 0.02% 178
2025
Q1 		$6.15M Sell
62,216
-49,817
-44% -$4.87M 0.02% 175
2024
Q4 		$10.9M Sell
112,033
-19,911
-15% -$1.96M 0.04% 158
2024
Q3 		$13.4M Buy
131,944
+3,434
+3% +$343K 0.05% 148
2024
Q2 		$12.5M Sell
128,510
-20,245
-14% -$1.95M 0.05% 147
2024
Q1 		$14.6M Sell
148,755
-1,330,637
-90% -$130M 0.05% 139
2023
Q4 		$147M Buy
1,479,392
+1,428,035
+2,781% +$136M 0.58% 34
2023
Q3 		$4.83M Buy
51,357
+8,634
+20% +$832K 0.02% 180
2023
Q2 		$4.18M Sell
42,723
-4,415
-9% -$436K 0.02% 191
2023
Q1 		$4.71M Buy
+47,138
New +$4.66M 0.02% 189

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

Empower Advisory Group's AGG Position: Q2 2026 in Review

Empower Advisory Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 5% in Q2 2026, selling an estimated $270K and leaving 51,725 shares worth $5.12M. The position accounts for 0.01% of the portfolio, ranked #191.

Empower Advisory Group first reported a position in AGG in Q1 2023 and has held it in 14 quarters since. The position peaked at $147M in Q4 2023. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Empower Advisory Group held 51,725 shares of iShares Core US Aggregate Bond ETF worth $5.12M as of Q2 2026.
  • Empower Advisory Group sold 2,731 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $270K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Empower Advisory Group's portfolio in Q2 2026, its #191 holding.
  • Empower Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $147M in Q4 2023.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.