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

ERTS 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 		$575K Sell
5,814
-200
-3% -$19.8K 0.17% 21
2026
Q1 		$597K Hold
6,014
– – 0.19% 20
2025
Q4 		$601K Hold
6,014
– – 0.19% 22
2025
Q3 		$603K Hold
6,014
– – 0.19% 22
2025
Q2 		$597K Sell
6,014
-13,767
-70% -$1.35M 0.21% 23
2025
Q1 		$1.96M Sell
19,781
-2,098
-10% -$205K 0.38% 21
2024
Q4 		$2.12M Sell
21,879
-2,518
-10% -$248K 0.4% 22
2024
Q3 		$2.47M Buy
24,397
+14
+0.1% +$1.4K 0.46% 21
2024
Q2 		$2.37M Sell
24,383
-899
-4% -$86.8K 0.48% 21
2024
Q1 		$2.48M Sell
25,282
-92,463
-79% -$9.05M 0.51% 19
2023
Q4 		$11.7M Buy
+117,745
New +$11.2M 2.52% 12
2023
Q2 		– Sell
-2,403
Closed -$239K – 92
2023
Q1 		$239K Sell
2,403
-57,502
-96% -$5.68M 0.06% 84
2022
Q4 		$5.81M Buy
+59,905
New +$5.79M 1.51% 16
2019
Q1 		– Sell
-100
Closed -$11K – 96
2018
Q4 		$11K Buy
+100
New +$10.5K 0.01% 241

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

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

ERTS Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3.3% in Q2 2026, selling an estimated $19.8K and leaving 5,814 shares worth $575K. The position accounts for 0.17% of the portfolio, ranked #21.

ERTS Wealth Advisors first reported a position in AGG in Q4 2018 and has held it in 14 quarters since. The position peaked at $11.7M in Q4 2023. 2,088 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • ERTS Wealth Advisors held 5,814 shares of iShares Core US Aggregate Bond ETF worth $575K as of Q2 2026.
  • ERTS Wealth Advisors sold 200 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $19.8K.
  • iShares Core US Aggregate Bond ETF made up 0.17% of ERTS Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • ERTS Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 14 quarters since.
  • ERTS Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $11.7M in Q4 2023.
  • 2,088 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on ERTS Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.