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Greenwood Capital Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Greenwood Capital Associates’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 		$14.4M Buy
145,605
+4,302
+3% +$426K 1.41% 13
2026
Q1 		$14M Buy
141,303
+5,778
+4% +$578K 1.55% 11
2025
Q4 		$13.5M Buy
135,525
+2,798
+2% +$281K 1.47% 11
2025
Q3 		$13.3M Buy
132,727
+3,066
+2% +$304K 1.54% 9
2025
Q2 		$12.9M Buy
129,661
+2,363
+2% +$232K 1.6% 10
2025
Q1 		$12.6M Buy
127,298
+2,544
+2% +$249K 1.7% 9
2024
Q4 		$12.1M Sell
124,754
-1,387
-1% -$137K 1.58% 9
2024
Q3 		$12.8M Buy
126,141
+2,157
+2% +$215K 1.66% 11
2024
Q2 		$12M Sell
123,984
-10,813
-8% -$1.04M 1.58% 11
2024
Q1 		$13.2M Buy
134,797
+3,549
+3% +$347K 1.75% 6
2023
Q4 		$13M Buy
131,248
+21
+0% +$2K 1.69% 7
2023
Q3 		$12.3M Sell
131,227
-371
-0.3% -$35.7K 1.79% 7
2023
Q2 		$12.9M Buy
131,598
+173
+0.1% +$17.1K 1.81% 9
2023
Q1 		$13.1M Buy
131,425
+17,677
+16% +$1.75M 1.88% 8
2022
Q4 		$11M Sell
113,748
-28
-0% -$2.71K 1.81% 10
2022
Q3 		$11M Buy
113,776
+1,746
+2% +$177K 1.88% 12
2022
Q2 		$11.4M Sell
112,030
-1,281
-1% -$132K 1.82% 14
2022
Q1 		$12.1M Buy
113,311
+1,509
+1% +$166K 3.19% 7
2021
Q4 		$12.8M Buy
111,802
+6,514
+6% +$745K 1.81% 12
2021
Q3 		$12.1M Buy
105,288
+2,304
+2% +$267K 1.86% 11
2021
Q2 		$11.9M Buy
102,984
+8,208
+9% +$940K 1.8% 15
2021
Q1 		$10.8M Buy
94,776
+31,476
+50% +$3.64M 1.7% 15
2020
Q4 		$7.48M Buy
63,300
+44,856
+243% +$5.28M 1.26% 28
2020
Q3 		$2.18M Buy
18,444
+10,519
+133% +$1.25M 0.42% 67
2020
Q2 		$937K Buy
+7,925
New +$928K 0.21% 74

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

Greenwood Capital Associates's AGG Position: Q2 2026 in Review

Greenwood Capital Associates increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3% in Q2 2026, buying an estimated $426K and bringing the position to 145,605 shares worth $14.4M. The position accounts for 1.41% of the portfolio, ranked #13.

Greenwood Capital Associates first reported a position in AGG in Q2 2020 and has held it in 25 quarters since. 2,079 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Greenwood Capital Associates held 145,605 shares of iShares Core US Aggregate Bond ETF worth $14.4M as of Q2 2026.
  • Greenwood Capital Associates bought 4,302 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $426K.
  • iShares Core US Aggregate Bond ETF made up 1.41% of Greenwood Capital Associates's portfolio in Q2 2026, its #13 holding.
  • Greenwood Capital Associates first reported a position in iShares Core US Aggregate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • 2,079 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.