Envestnet Portfolio Solutions’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Envestnet Portfolio 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	$216M	Sell	2,184,657 -873,073	-29%	-$86.4M	1.04%	19
2026 Q1	$304M	Sell	3,057,730 -4,709,618	-61%	-$471M	1.68%	14
2025 Q4	$776M	Buy	7,767,348 +295,929	+4%	+$29.7M	2.72%	8
2025 Q3	$749M	Sell	7,471,419 -11,488,196	-61%	-$1.14B	2.76%	8
2025 Q2	$1.88B	Buy	18,959,615 +2,093,359	+12%	+$205M	6.92%	1
2025 Q1	$1.67B	Buy	16,866,256 +184,893	+1%	+$18.1M	6.38%	2
2024 Q4	$1.62B	Sell	16,681,363 -2,164,617	-11%	-$213M	5.29%	2
2024 Q3	$1.91B	Buy	18,845,980 +3,106,136	+20%	+$310M	6.2%	2
2024 Q2	$1.53B	Sell	15,739,844 -1,486,386	-9%	-$143M	5.33%	2
2024 Q1	$1.69B	Buy	17,226,230 +2,455,461	+17%	+$240M	6.34%	2
2023 Q4	$1.47B	Sell	14,770,769 -289,099	-2%	-$27.5M	6.09%	2
2023 Q3	$1.42B	Buy	+15,059,868	New	+$1.45B	6.69%	2

Other funds holding AGG

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Envestnet Portfolio Solutions's AGG Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 29% in Q2 2026, selling an estimated $86.4M and leaving 2,184,657 shares worth $216M. The position accounts for 1.04% of the portfolio, ranked #19.

Envestnet Portfolio Solutions first reported a position in AGG in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.91B in Q3 2024. 517 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Envestnet Portfolio Solutions held 2,184,657 shares of iShares Core US Aggregate Bond ETF worth $216M as of Q2 2026.
Envestnet Portfolio Solutions sold 873,073 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $86.4M.
iShares Core US Aggregate Bond ETF made up 1.04% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #19 holding.
Envestnet Portfolio Solutions first reported a position in iShares Core US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares Core US Aggregate Bond ETF position peaked at $1.91B in Q3 2024.
517 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.