Everett Harris & Co’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Everett Harris & Co’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	$286K	Hold	2,892	–	–	﹤0.01%	258
2026 Q1	$287K	Hold	2,892	–	–	﹤0.01%	285
2025 Q4	$289K	Hold	2,892	–	–	﹤0.01%	287
2025 Q3	$290K	Hold	2,892	–	–	﹤0.01%	277
2025 Q2	$287K	Hold	2,892	–	–	﹤0.01%	277
2025 Q1	$286K	Hold	2,892	–	–	﹤0.01%	272
2024 Q4	$280K	Hold	2,892	–	–	﹤0.01%	251
2024 Q3	$293K	Hold	2,892	–	–	﹤0.01%	240
2024 Q2	$281K	Sell	2,892 -200	-6%	-$19.3K	﹤0.01%	237
2024 Q1	$303K	Sell	3,092 -1,140	-27%	-$112K	﹤0.01%	225
2023 Q4	$420K	Hold	4,232	–	–	0.01%	189
2023 Q3	$398K	Sell	4,232 -105	-2%	-$10.1K	0.01%	185
2023 Q2	$425K	Buy	+4,337	New	+$429K	0.01%	183

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

Everett Harris & Co's AGG Position: Q2 2026 in Review

Everett Harris & Co held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 2,892 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Everett Harris & Co first reported a position in AGG in Q2 2023 and has held it in 13 quarters since. The position peaked at $425K in Q2 2023. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Everett Harris & Co held 2,892 shares of iShares Core US Aggregate Bond ETF worth $286K as of Q2 2026.
Everett Harris & Co left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of Everett Harris & Co's portfolio in Q2 2026, its #258 holding.
Everett Harris & Co first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Everett Harris & Co's iShares Core US Aggregate Bond ETF position peaked at $425K in Q2 2023.
2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.