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

Fiducient 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 		$14.8M Sell
149,252
-18,662
-11% -$1.85M 2.12% 14
2026
Q1 		$16.7M Buy
167,914
+1,977
+1% +$198K 2.18% 13
2025
Q4 		$16.6M Buy
165,937
+6,445
+4% +$647K 2.05% 16
2025
Q3 		$16M Buy
159,492
+5,407
+4% +$536K 1.87% 16
2025
Q2 		$15.3M Buy
154,085
+7,390
+5% +$724K 1.87% 15
2025
Q1 		$14.5M Sell
146,695
-1,213
-0.8% -$119K 1.81% 12
2024
Q4 		$14.3M Buy
147,908
+4,046
+3% +$399K 1.77% 16
2024
Q3 		$14.6M Buy
143,862
+56,317
+64% +$5.62M 1.68% 16
2024
Q2 		$8.5M Buy
87,545
+1,101
+1% +$106K 1.17% 19
2024
Q1 		$8.47M Buy
86,444
+36,129
+72% +$3.54M 1.68% 15
2023
Q4 		$4.99M Sell
50,315
-2,302,391
-98% -$219M 0.94% 16
2023
Q3 		$221M Buy
2,352,706
+2,300,258
+4,386% +$222M 12.48% 2
2023
Q2 		$5.14M Buy
52,448
+13,559
+35% +$1.34M 1.57% 13
2023
Q1 		$3.87M Buy
38,889
+4
+0% +$395 1.26% 14
2022
Q4 		$3.77M Buy
38,885
+6,598
+20% +$638K 1.11% 11
2022
Q3 		$3.11M Buy
32,287
+9,091
+39% +$919K 1.48% 12
2022
Q2 		$2.36M Sell
23,196
-14,597
-39% -$1.5M 0.89% 16
2022
Q1 		$4.05M Sell
37,793
-14,968
-28% -$1.65M 1.53% 12
2021
Q4 		$6.02M Hold
52,761
– – 1.83% 11
2021
Q3 		$6.06M Sell
52,761
-5,660
-10% -$656K 1.83% 11
2021
Q2 		$6.74M Buy
58,421
+28,934
+98% +$3.32M 2.09% 11
2021
Q1 		$3.36M Buy
+29,487
New +$3.41M 1.09% 12

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

Fiducient Advisors's AGG Position: Q2 2026 in Review

Fiducient Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 11% in Q2 2026, selling an estimated $1.85M and leaving 149,252 shares worth $14.8M. The position accounts for 2.12% of the portfolio, ranked #14.

Fiducient Advisors first reported a position in AGG in Q1 2021 and has held it in 22 quarters since. The position peaked at $221M in Q3 2023. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Fiducient Advisors held 149,252 shares of iShares Core US Aggregate Bond ETF worth $14.8M as of Q2 2026.
  • Fiducient Advisors sold 18,662 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.85M.
  • iShares Core US Aggregate Bond ETF made up 2.12% of Fiducient Advisors's portfolio in Q2 2026, its #14 holding.
  • Fiducient Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Fiducient Advisors's iShares Core US Aggregate Bond ETF position peaked at $221M in Q3 2023.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.