IMA Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
Other funds holding AGG
IMA Advisory Services's AGG Position: Q2 2026 in Review
IMA Advisory Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 672% in Q2 2026, buying an estimated $401K and bringing the position to 4,661 shares worth $461K. The position accounts for 0.03% of the portfolio, ranked #242.
IMA Advisory Services first reported a position in AGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $492K in Q4 2024. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.
- IMA Advisory Services held 4,661 shares of iShares Core US Aggregate Bond ETF worth $461K as of Q2 2026.
- IMA Advisory Services bought 4,057 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $401K.
- iShares Core US Aggregate Bond ETF made up 0.03% of IMA Advisory Services's portfolio in Q2 2026, its #242 holding.
- IMA Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
- IMA Advisory Services's iShares Core US Aggregate Bond ETF position peaked at $492K in Q4 2024.
- 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.
Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.