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Fort Washington Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Fort Washington Investment 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 		$1.28M Buy
12,939
+704
+6% +$69.7K 0.01% 297
2026
Q1 		$1.21M Buy
12,235
+54
+0.4% +$5.4K 0.01% 296
2025
Q4 		$1.22M Buy
12,181
+1,280
+12% +$128K 0.01% 287
2025
Q3 		$1.09M Buy
10,901
+1,438
+15% +$143K 0.01% 284
2025
Q2 		$939K Buy
9,463
+855
+10% +$83.8K 0.01% 283
2025
Q1 		$852K Buy
8,608
+219
+3% +$21.4K 0.01% 286
2024
Q4 		$813K Sell
8,389
-33
-0.4% -$3.25K ﹤0.01% 289
2024
Q3 		$853K Buy
8,422
+4,749
+129% +$474K 0.01% 288
2024
Q2 		$357K Buy
3,673
+895
+32% +$86.4K ﹤0.01% 350
2024
Q1 		$272K Buy
2,778
+34
+1% +$3.33K ﹤0.01% 373
2023
Q4 		$272K Buy
2,744
+223
+9% +$21.2K ﹤0.01% 361
2023
Q3 		$237K Sell
2,521
-78
-3% -$7.51K ﹤0.01% 358
2023
Q2 		$255K Sell
2,599
-92
-3% -$9.1K ﹤0.01% 353
2023
Q1 		$268K Buy
2,691
+401
+18% +$39.6K ﹤0.01% 355
2022
Q4 		$222K Sell
2,290
-591
-21% -$57.2K ﹤0.01% 372
2022
Q3 		$278K Buy
2,881
+154
+6% +$15.6K ﹤0.01% 374
2022
Q2 		$277K Sell
2,727
-410
-13% -$42.1K ﹤0.01% 380
2022
Q1 		$336K Sell
3,137
-191
-6% -$21K ﹤0.01% 439
2021
Q4 		$380K Sell
3,328
-296
-8% -$33.9K ﹤0.01% 441
2021
Q3 		$416K Buy
3,624
+205
+6% +$23.8K ﹤0.01% 418
2021
Q2 		$394K Sell
3,419
-430
-11% -$49.3K ﹤0.01% 420
2021
Q1 		$438K Buy
3,849
+1,189
+45% +$138K ﹤0.01% 396
2020
Q4 		$314K Buy
2,660
+10
+0.4% +$1.18K ﹤0.01% 441
2020
Q3 		$313K Sell
2,650
-594
-18% -$70.5K ﹤0.01% 430
2020
Q2 		$383K Buy
+3,244
New +$380K ﹤0.01% 399
2020
Q1 		– Sell
-11,531
Closed -$1.3M – 438
2019
Q4 		$1.3M Buy
+11,531
New +$1.3M 0.01% 288
2019
Q3 		– Sell
-17,823
Closed -$1.99M – 495
2019
Q2 		$1.99M Buy
+17,823
New +$1.95M 0.02% 274
2019
Q1 		– Sell
-3,550
Closed -$378K – 505
2018
Q4 		$378K Sell
3,550
-31,801
-90% -$3.34M ﹤0.01% 420
2018
Q3 		$3.73M Sell
35,351
-129,582
-79% -$13.7M 0.04% 239
2018
Q2 		$17.5M Buy
+164,933
New +$17.5M 0.18% 126
2018
Q1 		– Hold
0
– – – 416
2017
Q4 		– Hold
0
– – – 454
2017
Q3 		– Hold
0
– – – 365
2017
Q2 		– Hold
0
– – – 362
2017
Q1 		– Sell
-6,866
Closed -$743K – 356
2016
Q4 		$742K Buy
+6,866
New +$752K 0.01% 348
2016
Q3 		– Hold
0
– – – 308
2016
Q2 		– Hold
0
– – – 315
2016
Q1 		– Hold
0
– – – 314
2015
Q4 		– Sell
-6,495
Closed -$712K – 381
2015
Q3 		$712K Hold
6,495
– – 0.01% 323
2015
Q2 		$707K Hold
6,495
– – 0.01% 307
2015
Q1 		$724K Hold
6,495
– – 0.01% 298
2014
Q4 		$715K Hold
6,495
– – 0.01% 300
2014
Q3 		$709K Hold
6,495
– – 0.01% 304
2014
Q2 		$711K Hold
6,495
– – 0.01% 304
2014
Q1 		$701K Hold
6,495
– – 0.02% 293
2013
Q4 		$691K Hold
6,495
– – 0.02% 368
2013
Q3 		$696K Buy
+6,495
New +$692K 0.02% 344

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Fort Washington Investment Advisors's AGG Position: Q2 2026 in Review

Fort Washington Investment Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.8% in Q2 2026, buying an estimated $69.7K and bringing the position to 12,939 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #297.

Fort Washington Investment Advisors first reported a position in AGG in Q3 2013 and has held it in 40 quarters since. The position peaked at $17.5M in Q2 2018. 964 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Fort Washington Investment Advisors held 12,939 shares of iShares Core US Aggregate Bond ETF worth $1.28M as of Q2 2026.
  • Fort Washington Investment Advisors bought 704 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $69.7K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #297 holding.
  • Fort Washington Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2013 and has held it in 40 quarters since.
  • Fort Washington Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $17.5M in Q2 2018.
  • 964 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.