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Granite Bay Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Granite Bay Wealth Management’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 		$12.3M Buy
124,466
+82,872
+199% +$8.2M 1.13% 25
2026
Q1 		$4.11M Buy
41,594
+3,921
+10% +$392K 0.88% 30
2025
Q4 		$3.76M Buy
37,673
+5,726
+18% +$575K 0.91% 30
2025
Q3 		$3.2M Buy
31,947
+2,845
+10% +$282K 0.83% 30
2025
Q2 		$2.89M Buy
29,102
+1,859
+7% +$182K 0.93% 26
2025
Q1 		$2.69M Buy
27,243
+2,804
+11% +$274K 0.94% 27
2024
Q4 		$2.37M Buy
+24,439
New +$2.41M 0.88% 26
2024
Q3 		– Sell
-59,181
Closed -$5.75M – 45
2024
Q2 		$5.75M Buy
59,181
+33,042
+126% +$3.19M 3.08% 10
2024
Q1 		$2.56M Buy
+26,139
New +$2.56M 1.46% 21
2023
Q2 		– Sell
-7,094
Closed -$707K – 45
2023
Q1 		$707K Sell
7,094
-590
-8% -$58.3K 0.49% 33
2022
Q4 		$745K Sell
7,684
-4,228
-35% -$409K 0.49% 27
2022
Q3 		$1.15M Buy
11,912
+4,323
+57% +$437K 0.92% 17
2022
Q2 		$772K Sell
7,589
-107
-1% -$11K 0.6% 22
2022
Q1 		$824K Sell
7,696
-566
-7% -$62.3K 0.67% 25
2021
Q4 		$943K Buy
+8,262
New +$945K 0.93% 21

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

Granite Bay Wealth Management's AGG Position: Q2 2026 in Review

Granite Bay Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 199% in Q2 2026, buying an estimated $8.2M and bringing the position to 124,466 shares worth $12.3M. The position accounts for 1.13% of the portfolio, ranked #25.

Granite Bay Wealth Management first reported a position in AGG in Q4 2021 and has held it in 15 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Granite Bay Wealth Management held 124,466 shares of iShares Core US Aggregate Bond ETF worth $12.3M as of Q2 2026.
  • Granite Bay Wealth Management bought 82,872 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $8.2M.
  • iShares Core US Aggregate Bond ETF made up 1.13% of Granite Bay Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Granite Bay Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.