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

Icon 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	$254K	Buy	2,564 +394	+18%	+$39K	0.02%	370
2026 Q1	$215K	Buy	2,170 +22	+1%	+$2.2K	0.01%	370
2025 Q4	$215K	Sell	2,148 -1,007	-32%	-$101K	0.01%	372
2025 Q3	$316K	Buy	3,155 +595	+23%	+$59K	0.02%	309
2025 Q2	$254K	Buy	2,560 +366	+17%	+$35.9K	0.02%	332
2025 Q1	$217K	Sell	2,194 -7,254	-77%	-$709K	0.02%	335
2024 Q4	$915K	Buy	9,448 +6,001	+174%	+$591K	0.08%	153
2024 Q3	$349K	Buy	+3,447	New	+$344K	0.03%	269

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

Icon Wealth Advisors's AGG Position: Q2 2026 in Review

Icon Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 18% in Q2 2026, buying an estimated $39K and bringing the position to 2,564 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #370.

Icon Wealth Advisors first reported a position in AGG in Q3 2024 and has held it in 8 quarters since. The position peaked at $915K in Q4 2024. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Icon Wealth Advisors held 2,564 shares of iShares Core US Aggregate Bond ETF worth $254K as of Q2 2026.
Icon Wealth Advisors bought 394 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $39K.
iShares Core US Aggregate Bond ETF made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #370 holding.
Icon Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Icon Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $915K in Q4 2024.
2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.