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

Fortis Group 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 		$5.34K Sell
54
-2,136
-98% -$211K ﹤0.01% 440
2026
Q1 		$217K Sell
2,190
-11
-0.5% -$1.1K 0.04% 267
2025
Q4 		$220K Sell
2,201
-131
-6% -$13.1K 0.04% 265
2025
Q3 		$234K Buy
2,332
+2,287
+5,082% +$227K 0.04% 216
2025
Q2 		$4.46K Sell
45
-2,867
-98% -$281K ﹤0.01% 397
2025
Q1 		$288K Buy
2,912
+74
+3% +$7.23K 0.06% 163
2024
Q4 		$275K Sell
2,838
-302
-10% -$29.7K 0.05% 166
2024
Q3 		$318K Buy
+3,140
New +$313K 0.06% 152
2020
Q3 		$200K Buy
+1,700
New +$202K 0.04% 183

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 Group Advisors's AGG Position: Q2 2026 in Review

Fortis Group Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 98% in Q2 2026, selling an estimated $211K and leaving 54 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Fortis Group Advisors first reported a position in AGG in Q3 2020 and has held it in 9 quarters since. The position peaked at $318K in Q3 2024. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Fortis Group Advisors held 54 shares of iShares Core US Aggregate Bond ETF worth $5.34K as of Q2 2026.
  • Fortis Group Advisors sold 2,136 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $211K.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #440 holding.
  • Fortis Group Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and has held it in 9 quarters since.
  • Fortis Group Advisors's iShares Core US Aggregate Bond ETF position peaked at $318K in Q3 2024.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.