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Grey Fox Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Grey Fox Wealth 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 		$33.2M Buy
335,347
+45,798
+16% +$4.53M 5.21% 4
2026
Q1 		$28.7M Buy
289,549
+11,336
+4% +$1.13M 5.55% 5
2025
Q4 		$27.8M Sell
278,213
-4,101
-1% -$412K 5.69% 4
2025
Q3 		$28.3M Sell
282,314
-472
-0.2% -$46.8K 5.77% 4
2025
Q2 		$28.1M Sell
282,786
-6,200
-2% -$608K 6.69% 4
2025
Q1 		$28.6M Sell
288,986
-15,662
-5% -$1.53M 7.63% 4
2024
Q4 		$29.5M Buy
304,648
+27,213
+10% +$2.68M 8.09% 3
2024
Q3 		$28.1M Buy
277,435
+110,930
+67% +$11.1M 7.83% 3
2024
Q2 		$16.2M Buy
166,505
+7,400
+5% +$714K 5.68% 4
2024
Q1 		$15.6M Buy
159,105
+26,121
+20% +$2.56M 5.86% 4
2023
Q4 		$13.2M Buy
132,984
+5,535
+4% +$527K 5.74% 4
2023
Q3 		$12M Buy
127,449
+3,153
+3% +$304K 6.01% 4
2023
Q2 		$12.2M Buy
124,296
+5,841
+5% +$577K 6.27% 3
2023
Q1 		$11.8M Buy
118,455
+7,956
+7% +$786K 6.97% 3
2022
Q4 		$10.7M Buy
+110,499
New +$10.7M 7.07% 2

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

Grey Fox Wealth Advisors's AGG Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 16% in Q2 2026, buying an estimated $4.53M and bringing the position to 335,347 shares worth $33.2M. The position accounts for 5.21% of the portfolio, ranked #4.

Grey Fox Wealth Advisors first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Grey Fox Wealth Advisors held 335,347 shares of iShares Core US Aggregate Bond ETF worth $33.2M as of Q2 2026.
  • Grey Fox Wealth Advisors bought 45,798 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $4.53M.
  • iShares Core US Aggregate Bond ETF made up 5.21% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Grey Fox Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 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 Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.