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Harvest Investment Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Harvest Investment Services’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 		$1.24M Sell
12,539
-530
-4% -$52.4K 0.19% 133
2026
Q1 		$1.3M Buy
+13,069
New +$1.31M 0.24% 104
2025
Q4 		– Sell
-5,465
Closed -$548K – 329
2025
Q3 		$548K Sell
5,465
-45
-0.8% -$4.46K 0.11% 183
2025
Q2 		$547K Sell
5,510
-18
-0.3% -$1.76K 0.12% 187
2025
Q1 		$547K Buy
5,528
+434
+9% +$42.4K 0.15% 147
2024
Q4 		$494K Buy
+5,094
New +$502K 0.12% 172
2023
Q3 		– Sell
-2,348
Closed -$230K – 142
2023
Q2 		$230K Buy
+2,348
New +$232K 0.13% 150
2022
Q3 		– Sell
-3,473
Closed -$353K – 112
2022
Q2 		$353K Buy
3,473
+90
+3% +$9.25K 0.27% 86
2022
Q1 		$362K Buy
3,383
+3
+0.1% +$330 0.22% 128
2021
Q4 		$385K Sell
3,380
-36,470
-92% -$4.17M 0.16% 171
2021
Q3 		$4.58M Sell
39,850
-4,789
-11% -$555K 1.87% 4
2021
Q2 		$5.15M Sell
44,639
-14,189
-24% -$1.63M 2.16% 4
2021
Q1 		$6.7M Buy
58,828
+2,964
+5% +$343K 3.02% 2
2020
Q4 		$6.6M Buy
55,864
+2,773
+5% +$327K 3.4% 4
2020
Q3 		$6.27M Sell
53,091
-12,716
-19% -$1.51M 3.59% 4
2020
Q2 		$7.78M Buy
+65,807
New +$7.7M 4.61% 3
2019
Q1 		– Sell
-19,164
Closed -$2.05M – 155
2018
Q4 		$2.05M Buy
+19,164
New +$2.01M 1.89% 16

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

Harvest Investment Services's AGG Position: Q2 2026 in Review

Harvest Investment Services reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 4.1% in Q2 2026, selling an estimated $52.4K and leaving 12,539 shares worth $1.24M. The position accounts for 0.19% of the portfolio, ranked #133.

Harvest Investment Services first reported a position in AGG in Q4 2018 and has held it in 17 quarters since. The position peaked at $7.78M in Q2 2020. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Harvest Investment Services held 12,539 shares of iShares Core US Aggregate Bond ETF worth $1.24M as of Q2 2026.
  • Harvest Investment Services sold 530 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $52.4K.
  • iShares Core US Aggregate Bond ETF made up 0.19% of Harvest Investment Services's portfolio in Q2 2026, its #133 holding.
  • Harvest Investment Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 17 quarters since.
  • Harvest Investment Services's iShares Core US Aggregate Bond ETF position peaked at $7.78M in Q2 2020.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.