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

Fortis Capital 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 		$8.1M Buy
81,785
+2,841
+4% +$281K 0.91% 19
2026
Q1 		$7.84M Buy
78,944
+36,933
+88% +$3.7M 1.03% 18
2025
Q4 		$4.2M Buy
42,011
+4,250
+11% +$426K 0.62% 27
2025
Q3 		$3.79M Sell
37,761
-507
-1% -$50.3K 0.6% 29
2025
Q2 		$3.8M Buy
38,268
+14,927
+64% +$1.46M 0.68% 27
2025
Q1 		$2.31M Buy
23,341
+20,144
+630% +$1.97M 0.47% 31
2024
Q4 		$321K Sell
3,197
-11,761
-79% -$1.16M 0.11% 141
2024
Q3 		$1.51M Buy
14,958
+10,228
+216% +$1.02M 0.51% 37
2024
Q2 		$459K Sell
4,730
-704
-13% -$68K 0.17% 107
2024
Q1 		$532K Buy
+5,434
New +$532K 0.22% 79
2023
Q2 		– Sell
-219
Closed -$21.8K – 125
2023
Q1 		$21.8K Buy
219
+8
+4% +$791 0.01% 394
2022
Q4 		$20.5K Buy
+211
New +$20.4K 0.01% 403

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

Fortis Capital Advisors's AGG Position: Q2 2026 in Review

Fortis Capital Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.6% in Q2 2026, buying an estimated $281K and bringing the position to 81,785 shares worth $8.1M. The position accounts for 0.91% of the portfolio, ranked #19.

Fortis Capital Advisors first reported a position in AGG in Q4 2022 and has held it in 12 quarters since. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Fortis Capital Advisors held 81,785 shares of iShares Core US Aggregate Bond ETF worth $8.1M as of Q2 2026.
  • Fortis Capital Advisors bought 2,841 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $281K.
  • iShares Core US Aggregate Bond ETF made up 0.91% of Fortis Capital Advisors's portfolio in Q2 2026, its #19 holding.
  • Fortis Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 12 quarters since.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.