GWS
AGG icon

Greykasell Wealth Strategies’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Greykasell Wealth Strategies’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 		$8.19M Sell
82,761
-14,139
-15% -$1.4M 2.97% 7
2026
Q1 		$9.62M Buy
96,900
+697
+0.7% +$69.7K 3.88% 4
2025
Q4 		$9.61M Buy
96,203
+2,195
+2% +$220K 3.79% 5
2025
Q3 		$9.42M Buy
94,008
+21,515
+30% +$2.13M 3.97% 3
2025
Q2 		$7.19M Buy
72,493
+17,872
+33% +$1.75M 3.45% 5
2025
Q1 		$5.4M Buy
54,621
+29,433
+117% +$2.88M 2.88% 7
2024
Q4 		$2.44M Buy
+25,188
New +$2.48M 1.36% 24

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

Greykasell Wealth Strategies's AGG Position: Q2 2026 in Review

Greykasell Wealth Strategies reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 15% in Q2 2026, selling an estimated $1.4M and leaving 82,761 shares worth $8.19M. The position accounts for 2.97% of the portfolio, ranked #7.

Greykasell Wealth Strategies first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.62M in Q1 2026. 2,093 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Greykasell Wealth Strategies held 82,761 shares of iShares Core US Aggregate Bond ETF worth $8.19M as of Q2 2026.
  • Greykasell Wealth Strategies sold 14,139 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.4M.
  • iShares Core US Aggregate Bond ETF made up 2.97% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #7 holding.
  • Greykasell Wealth Strategies first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Greykasell Wealth Strategies's iShares Core US Aggregate Bond ETF position peaked at $9.62M in Q1 2026.
  • 2,093 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.