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

Evoke Wealth’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 		– Sell
-609,491
Closed -$60.5M – 23
2026
Q1 		$60.5M Sell
609,491
-7,315
-1% -$732K 1.09% 24
2025
Q4 		$61.6M Sell
616,806
-36,635
-6% -$3.68M 1.15% 26
2025
Q3 		$65.5M Sell
653,441
-62,267
-9% -$6.18M 1.33% 22
2025
Q2 		$71M Sell
715,708
-48,530
-6% -$4.76M 1.62% 17
2025
Q1 		$75.6M Sell
764,238
-76,329
-9% -$7.46M 1.97% 13
2024
Q4 		$81.5M Sell
840,567
-15,620
-2% -$1.54M 2.27% 10
2024
Q3 		$86.7M Buy
856,187
+852,092
+20,808% +$85M 2.35% 10
2024
Q2 		$398K Sell
4,095
-940,231
-100% -$90.8M 0.47% 47
2024
Q1 		$92.5M Buy
944,326
+939,346
+18,862% +$91.9M 2.74% 10
2023
Q4 		$494K Sell
4,980
-22,066
-82% -$2.1M 0.8% 30
2023
Q3 		$2.54M Buy
27,046
+9,788
+57% +$943K 0.09% 102
2023
Q2 		$1.69M Hold
17,258
– – 0.06% 119
2023
Q1 		$1.72M Hold
17,258
– – 0.06% 119
2022
Q4 		$1.67M Buy
17,258
+10,108
+141% +$978K 0.06% 122
2022
Q3 		$689K Hold
7,150
– – 0.03% 183
2022
Q2 		$727K Sell
7,150
-10,304
-59% -$1.06M 0.03% 187
2022
Q1 		$1.87M Sell
17,454
-2,239
-11% -$246K 0.06% 122
2021
Q4 		$2.25M Hold
19,693
– – 0.07% 117
2021
Q3 		$2.26M Hold
19,693
– – 0.08% 114
2021
Q2 		$2.27M Sell
19,693
-2,976
-13% -$341K 0.09% 115
2021
Q1 		$2.58M Hold
22,669
– – 0.12% 99
2020
Q4 		$2.68M Sell
22,669
-513
-2% -$60.4K 0.18% 39
2020
Q3 		$2.74M Hold
23,182
– – 0.22% 38
2020
Q2 		$2.74M Buy
23,182
+19,802
+586% +$2.32M 0.27% 31
2020
Q1 		$390K Buy
+3,380
New +$385K 0.06% 118
2019
Q4 		– Sell
-3,425
Closed -$388K – 1257
2019
Q3 		$388K Buy
+3,425
New +$385K 0.05% 168

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

Evoke Wealth's AGG Position: Q2 2026 in Review

Evoke Wealth sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 609,491 shares — an estimated $60.5M sold.

Evoke Wealth first reported a position in AGG in Q3 2019 and held it in 26 quarters. The position peaked at $92.5M in Q1 2024. 2,078 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Evoke Wealth reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 609,491 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $60.5M.
  • Evoke Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q3 2019 and held it in 26 quarters.
  • Evoke Wealth's iShares Core US Aggregate Bond ETF position peaked at $92.5M in Q1 2024.
  • 2,078 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.