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Everhart Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Everhart Financial 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 		$351K Buy
3,551
+126
+4% +$12.5K 0.02% 333
2026
Q1 		$340K Buy
3,425
+146
+4% +$14.6K 0.03% 337
2025
Q4 		$328K Sell
3,279
-200
-6% -$20.1K 0.03% 313
2025
Q3 		$349K Sell
3,479
-7
-0.2% -$695 0.04% 296
2025
Q2 		$346K Sell
3,486
-71
-2% -$6.96K 0.04% 274
2025
Q1 		$352K Buy
+3,557
New +$348K 0.05% 261

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

Everhart Financial Group's AGG Position: Q2 2026 in Review

Everhart Financial Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.7% in Q2 2026, buying an estimated $12.5K and bringing the position to 3,551 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #333.

Everhart Financial Group first reported a position in AGG in Q1 2025 and has held it in 6 quarters since. The position peaked at $352K in Q1 2025. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Everhart Financial Group held 3,551 shares of iShares Core US Aggregate Bond ETF worth $351K as of Q2 2026.
  • Everhart Financial Group bought 126 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $12.5K.
  • iShares Core US Aggregate Bond ETF made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #333 holding.
  • Everhart Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Everhart Financial Group's iShares Core US Aggregate Bond ETF position peaked at $352K in Q1 2025.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.