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

Granite Harbor 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	$15.5M	Buy	156,231 +2,917	+2%	+$289K	6.11%	2
2026 Q1	$15.2M	Sell	153,314 -5,201	-3%	-$520K	6.64%	2
2025 Q4	$15.8M	Buy	158,515 +10,659	+7%	+$1.07M	6.69%	2
2025 Q3	$14.8M	Buy	147,856 +28,551	+24%	+$2.83M	6.23%	2
2025 Q2	$11.8M	Buy	119,305 +13	+0%	+$1.27K	5.56%	2
2025 Q1	$11.8M	Buy	119,292 +8,430	+8%	+$824K	6.26%	2
2024 Q4	$10.7M	Buy	110,862 +3,478	+3%	+$343K	5.94%	4
2024 Q3	$10.9M	Buy	107,384 +5,408	+5%	+$540K	6.29%	4
2024 Q2	$9.9M	Buy	101,976 +6,256	+7%	+$604K	6.28%	3
2024 Q1	$9.37M	Buy	95,720 +2,304	+2%	+$225K	6.39%	3
2023 Q4	$9.27M	Buy	93,416 +2,442	+3%	+$232K	6.96%	2
2023 Q3	$8.56M	Buy	90,974 +3,997	+5%	+$385K	6.87%	3
2023 Q2	$8.52M	Buy	86,977 +7,078	+9%	+$700K	6.62%	4
2023 Q1	$7.96M	Buy	79,899 +1,997	+3%	+$197K	7.26%	3
2022 Q4	$7.56M	Buy	+77,902	New	+$7.53M	7.7%	3

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

Granite Harbor Advisors's AGG Position: Q2 2026 in Review

Granite Harbor Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.9% in Q2 2026, buying an estimated $289K and bringing the position to 156,231 shares worth $15.5M. The position accounts for 6.11% of the portfolio, ranked #2.

Granite Harbor Advisors first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.8M in Q4 2025. 2,079 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Granite Harbor Advisors held 156,231 shares of iShares Core US Aggregate Bond ETF worth $15.5M as of Q2 2026.
Granite Harbor Advisors bought 2,917 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $289K.
iShares Core US Aggregate Bond ETF made up 6.11% of Granite Harbor Advisors's portfolio in Q2 2026, its #2 holding.
Granite Harbor Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Granite Harbor Advisors's iShares Core US Aggregate Bond ETF position peaked at $15.8M in Q4 2025.
2,079 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Granite Harbor Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.