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

GFS 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 		– Sell
-5,200
Closed -$516K – 267
2026
Q1 		$516K Hold
5,200
– – 0.07% 117
2025
Q4 		$519K Hold
5,200
– – 0.06% 127
2025
Q3 		$521K Hold
5,200
– – 0.07% 116
2025
Q2 		$516K Sell
5,200
-202
-4% -$19.8K 0.07% 113
2025
Q1 		$534K Sell
5,402
-800
-13% -$78.2K 0.11% 93
2024
Q4 		$601K Hold
6,202
– – 0.09% 103
2024
Q3 		$628K Buy
6,202
+1,563
+34% +$156K 0.13% 77
2024
Q2 		$796K Sell
4,639
-3,563
-43% -$344K 0.13% 101
2024
Q1 		$803K Hold
8,202
– – 0.13% 97
2023
Q4 		$814K Sell
8,202
-4,000
-33% -$381K 0.12% 101
2023
Q3 		$1.15M Sell
12,202
-2,904
-19% -$280K 0.18% 82
2023
Q2 		$1.48M Sell
15,106
-1,050
-6% -$104K 0.33% 66
2023
Q1 		$1.61M Sell
16,156
-3,000
-16% -$296K 0.37% 62
2022
Q4 		$1.86M Hold
19,156
– – 0.42% 58
2022
Q3 		$1.84M Sell
19,156
-800
-4% -$80.9K 0.44% 56
2022
Q2 		$2.03M Sell
19,956
-1,290
-6% -$133K 0.45% 56
2022
Q1 		$2.27M Buy
21,246
+2,099
+11% +$231K 0.48% 53
2021
Q4 		$2.18M Buy
19,147
+7,000
+58% +$801K 0.36% 60
2021
Q3 		$1.4M Buy
+12,147
New +$1.41M 0.3% 73

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

GFS Advisors's AGG Position: Q2 2026 in Review

GFS Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 5,200 shares — an estimated $516K sold.

GFS Advisors first reported a position in AGG in Q3 2021 and held it in 19 quarters. The position peaked at $2.27M in Q1 2022. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • GFS Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • GFS Advisors sold 5,200 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $516K.
  • GFS Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2021 and held it in 19 quarters.
  • GFS Advisors's iShares Core US Aggregate Bond ETF position peaked at $2.27M in Q1 2022.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on GFS Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.