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Innovative Asset Advisors Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Innovative Asset Advisors Group’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 		$221K Hold
2,231
– – 0.1% 168
2026
Q1 		$221K Buy
+2,231
New +$223K 0.13% 130

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
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 $80B AUM 26.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Innovative Asset Advisors Group's AGG Position: Q2 2026 in Review

Innovative Asset Advisors Group held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 2,231 shares worth $221K. The position accounts for 0.1% of the portfolio, ranked #168.

Innovative Asset Advisors Group first reported a position in AGG in Q1 2026 and has held it in 2 quarters since. The position peaked at $221K in Q1 2026. 2,014 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Innovative Asset Advisors Group held 2,231 shares of iShares Core US Aggregate Bond ETF worth $221K as of Q2 2026.
  • Innovative Asset Advisors Group left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.1% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #168 holding.
  • Innovative Asset Advisors Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Innovative Asset Advisors Group's iShares Core US Aggregate Bond ETF position peaked at $221K in Q1 2026.
  • 2,014 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.