Glass Jacobson Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Glass Jacobson 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	$482K	Buy	4,871 +2,185	+81%	+$216K	0.15%	129
2026 Q1	$267K	Buy	2,686 +678	+34%	+$67.8K	0.09%	166
2025 Q4	$201K	Sell	2,008 -12	-0.6%	-$1.2K	0.07%	187
2025 Q3	$203K	Buy	2,020 +720	+55%	+$71.4K	0.07%	183
2025 Q2	$129K	Hold	1,300	–	–	0.05%	210
2025 Q1	$126K	Hold	1,300	–	–	0.04%	273
2024 Q4	$126K	Hold	1,300	–	–	0.04%	273
2024 Q3	$132K	Hold	1,300	–	–	0.04%	255
2024 Q2	$126K	Hold	1,300	–	–	0.05%	248
2024 Q1	$127K	Hold	1,300	–	–	0.05%	251
2023 Q4	$129K	Hold	1,300	–	–	0.05%	246
2023 Q3	$122K	Sell	1,300 -2,518	-66%	-$243K	0.06%	238
2023 Q2	$374K	Buy	+3,818	New	+$377K	0.17%	146
2022 Q4	$286K	Buy	+2,951	New	+$285K	0.14%	171

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Glass Jacobson Investment Advisors's AGG Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 81% in Q2 2026, buying an estimated $216K and bringing the position to 4,871 shares worth $482K. The position accounts for 0.15% of the portfolio, ranked #129.

Glass Jacobson Investment Advisors first reported a position in AGG in Q4 2022 and has held it in 14 quarters since. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Glass Jacobson Investment Advisors held 4,871 shares of iShares Core US Aggregate Bond ETF worth $482K as of Q2 2026.
Glass Jacobson Investment Advisors bought 2,185 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $216K.
iShares Core US Aggregate Bond ETF made up 0.15% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #129 holding.
Glass Jacobson Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.