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

Evolution 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	$364K	Buy	+3,677	New	+$364K	0.04%	128
2024 Q1	–	Sell	-4,533	Closed	-$450K	–	136
2023 Q4	$450K	Buy	+4,533	New	+$431K	0.09%	84
2022 Q2	–	Sell	-2,040	Closed	-$219K	–	119
2022 Q1	$219K	Hold	2,040	–	–	0.05%	108
2021 Q4	$233K	Hold	2,040	–	–	0.04%	116
2021 Q3	$234K	Hold	2,040	–	–	0.05%	99
2021 Q2	$235K	Hold	2,040	–	–	0.05%	103
2021 Q1	$232K	Buy	+2,040	New	+$236K	0.05%	98

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

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

Evolution Wealth Advisors opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 3,677 shares worth $364K. The stake represents 0.04% of the portfolio and ranks #128 among its holdings. This is a return to the name: Evolution Wealth Advisors previously reported a position in AGG as recently as Q4 2023.

Evolution Wealth Advisors first reported a position in AGG in Q1 2021 and has held it in 7 quarters since. The position peaked at $450K in Q4 2023. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Evolution Wealth Advisors held 3,677 shares of iShares Core US Aggregate Bond ETF worth $364K as of Q2 2026.
iShares Core US Aggregate Bond ETF was a new Evolution Wealth Advisors position in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.04% of Evolution Wealth Advisors's portfolio in Q2 2026, its #128 holding.
Evolution Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 7 quarters since.
Evolution Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $450K in Q4 2023.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.