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

Gradient 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	$505K	Buy	5,107 +130	+3%	+$12.9K	0.12%	112
2026 Q1	$494K	Sell	4,977 -42	-0.8%	-$4.2K	0.13%	104
2025 Q4	$501K	Sell	5,019 -74	-1%	-$7.42K	0.13%	105
2025 Q3	$511K	Sell	5,093 -115	-2%	-$11.4K	0.14%	103
2025 Q2	$517K	Sell	5,208 -31	-0.6%	-$3.04K	0.15%	99
2025 Q1	$518K	Hold	5,239	–	–	0.17%	91
2024 Q4	$508K	Hold	5,239	–	–	0.16%	91
2024 Q3	$531K	Buy	5,239 +99	+2%	+$9.88K	0.18%	88
2024 Q2	$499K	Hold	5,140	–	–	0.18%	90
2024 Q1	$503K	Hold	5,140	–	–	0.18%	90
2023 Q4	$510K	Hold	5,140	–	–	0.19%	87
2023 Q3	$483K	Sell	5,140 -74	-1%	-$7.13K	0.2%	84
2023 Q2	$511K	Hold	5,214	–	–	0.2%	81
2023 Q1	$520K	Sell	5,214 -194	-4%	-$19.2K	0.22%	79
2022 Q4	$525K	Hold	5,408	–	–	0.24%	75
2022 Q3	$521K	Sell	5,408 -574	-10%	-$58K	0.25%	77
2022 Q2	$608K	Sell	5,982 -136	-2%	-$14K	0.29%	72
2022 Q1	$655K	Hold	6,118	–	–	0.28%	73
2021 Q4	$698K	Sell	6,118 -71	-1%	-$8.12K	0.29%	70
2021 Q3	$711K	Hold	6,189	–	–	0.33%	67
2021 Q2	$714K	Sell	6,189 -113	-2%	-$12.9K	0.33%	63
2021 Q1	$717K	Hold	6,302	–	–	0.38%	58
2020 Q4	$745K	Hold	6,302	–	–	0.42%	52
2020 Q3	$744K	Sell	6,302 -33	-0.5%	-$3.92K	0.46%	47
2020 Q2	$749K	Sell	6,335 -78	-1%	-$9.13K	0.51%	48
2020 Q1	$740K	Sell	6,413 -865	-12%	-$98.6K	0.6%	41
2019 Q4	$818K	Buy	7,278 +44	+0.6%	+$4.96K	0.57%	43
2019 Q3	$819K	Hold	7,234	–	–	0.61%	41
2019 Q2	$806K	Sell	7,234 -374	-5%	-$40.9K	0.62%	38
2019 Q1	$830K	Hold	7,608	–	–	0.66%	35
2018 Q4	$810K	Sell	7,608 -263	-3%	-$27.6K	0.7%	34
2018 Q3	$831K	Sell	7,871 -680	-8%	-$72.1K	0.7%	31
2018 Q2	$909K	Sell	8,551 -1,276	-13%	-$135K	0.84%	27
2018 Q1	$1.05M	Hold	9,827	–	–	1.05%	23
2017 Q4	$1.07M	Buy	+9,827	New	+$1.07M	1.1%	23

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

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

Gradient Capital Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.6% in Q2 2026, buying an estimated $12.9K and bringing the position to 5,107 shares worth $505K. The position accounts for 0.12% of the portfolio, ranked #112.

Gradient Capital Advisors first reported a position in AGG in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.07M in Q4 2017. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Gradient Capital Advisors held 5,107 shares of iShares Core US Aggregate Bond ETF worth $505K as of Q2 2026.
Gradient Capital Advisors bought 130 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $12.9K.
iShares Core US Aggregate Bond ETF made up 0.12% of Gradient Capital Advisors's portfolio in Q2 2026, its #112 holding.
Gradient Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 35 quarters since.
Gradient Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.07M in Q4 2017.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.