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

Five Oceans 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 		$617K Sell
6,238
-3,137
-33% -$310K 0.2% 65
2026
Q1 		$931K Sell
9,375
-813
-8% -$81.3K 0.34% 37
2025
Q4 		$1.02M Buy
10,188
+772
+8% +$77.5K 0.36% 36
2025
Q3 		$944K Sell
9,416
-844
-8% -$83.7K 0.35% 39
2025
Q2 		$1.02M Buy
10,260
+72
+0.7% +$7.05K 0.43% 33
2025
Q1 		$1.01M Sell
10,188
-1,142
-10% -$112K 0.48% 33
2024
Q4 		$1.1M Buy
11,330
+139
+1% +$13.7K 0.5% 30
2024
Q3 		$1.13M Sell
11,191
-2,825
-20% -$282K 0.54% 33
2024
Q2 		$1.36M Buy
14,016
+466
+3% +$45K 0.71% 28
2024
Q1 		$1.33M Buy
13,550
+8,273
+157% +$810K 0.68% 31
2023
Q4 		$524K Buy
5,277
+85
+2% +$8.09K 0.29% 62
2023
Q3 		$488K Sell
5,192
-9
-0.2% -$867 0.31% 65
2023
Q2 		$509K Buy
5,201
+297
+6% +$29.4K 0.33% 64
2023
Q1 		$489K Buy
4,904
+152
+3% +$15K 0.32% 73
2022
Q4 		$461K Buy
4,752
+48
+1% +$4.64K 0.32% 72
2022
Q3 		$453K Sell
4,704
-88
-2% -$8.9K 0.36% 62
2022
Q2 		$487K Sell
4,792
-93
-2% -$9.56K 0.36% 60
2022
Q1 		$523K Buy
4,885
+94
+2% +$10.3K 0.47% 47
2021
Q4 		$547K Buy
4,791
+222
+5% +$25.4K 0.48% 46
2021
Q3 		$525K Buy
+4,569
New +$530K 0.61% 40

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Five Oceans Advisors's AGG Position: Q2 2026 in Review

Five Oceans Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 33% in Q2 2026, selling an estimated $310K and leaving 6,238 shares worth $617K. The position accounts for 0.2% of the portfolio, ranked #65.

Five Oceans Advisors first reported a position in AGG in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.36M in Q2 2024. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Five Oceans Advisors held 6,238 shares of iShares Core US Aggregate Bond ETF worth $617K as of Q2 2026.
  • Five Oceans Advisors sold 3,137 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $310K.
  • iShares Core US Aggregate Bond ETF made up 0.2% of Five Oceans Advisors's portfolio in Q2 2026, its #65 holding.
  • Five Oceans Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Five Oceans Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.36M in Q2 2024.
  • 406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.