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

Gallagher 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 		$620K Sell
6,264
-1,260
-17% -$125K 0.35% 44
2026
Q1 		$747K Buy
+7,524
New +$753K 0.5% 39
2025
Q1 		– Sell
-2,269
Closed -$220K – 67
2024
Q4 		$220K Buy
+2,269
New +$223K 0.16% 61

Other funds holding AGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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

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

Gallagher Capital Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 17% in Q2 2026, selling an estimated $125K and leaving 6,264 shares worth $620K. The position accounts for 0.35% of the portfolio, ranked #44.

Gallagher Capital Advisors first reported a position in AGG in Q4 2024 and has held it in 3 quarters since. The position peaked at $747K in Q1 2026. 1,232 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Gallagher Capital Advisors held 6,264 shares of iShares Core US Aggregate Bond ETF worth $620K as of Q2 2026.
  • Gallagher Capital Advisors sold 1,260 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $125K.
  • iShares Core US Aggregate Bond ETF made up 0.35% of Gallagher Capital Advisors's portfolio in Q2 2026, its #44 holding.
  • Gallagher Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • Gallagher Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $747K in Q1 2026.
  • 1,232 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.