Global Assets Advisory’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Global Assets Advisory's AGG Position: Q2 2026 in Review

Global Assets Advisory increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.7% in Q2 2026, buying an estimated $355K and bringing the position to 80,280 shares worth $7.91M. The position accounts for 1.73% of the portfolio, ranked #8.

Global Assets Advisory first reported a position in AGG in Q2 2022 and has held it in 17 quarters since. The position peaked at $11.6M in Q1 2025. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

• Global Assets Advisory held 80,280 shares of iShares Core US Aggregate Bond ETF worth $7.91M as of Q2 2026.
• Global Assets Advisory bought 3,587 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $355K.
• iShares Core US Aggregate Bond ETF made up 1.73% of Global Assets Advisory's portfolio in Q2 2026, its #8 holding.
• Global Assets Advisory first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and has held it in 17 quarters since.
• Global Assets Advisory's iShares Core US Aggregate Bond ETF position peaked at $11.6M in Q1 2025.
• 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.