Insigneo Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.12M Sell
92,175
-1,643
-2% -$163K 0.34% 49
2026
Q1
$9.31M Sell
93,818
-3,871
-4% -$387K 0.66% 22
2025
Q4
$9.76M Buy
97,689
+28,174
+41% +$2.83M 0.7% 21
2025
Q3
$6.97M Sell
69,515
-1,244
-2% -$123K 0.49% 29
2025
Q2
$7.02M Buy
70,759
+396
+0.6% +$38.8K 0.6% 25
2025
Q1
$6.96M Sell
70,363
-1,884
-3% -$184K 0.72% 22
2024
Q4
$7M Sell
72,247
-4,636
-6% -$457K 0.72% 18
2024
Q3
$7.79M Buy
76,883
+5,037
+7% +$503K 0.79% 16
2024
Q2
$7.2M Buy
+71,846
New +$6.94M 0.81% 16

Other funds holding AGG

Insigneo Advisory Services's AGG Position: Q2 2026 in Review

Insigneo Advisory Services reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.8% in Q2 2026, selling an estimated $163K and leaving 92,175 shares worth $9.12M. The position accounts for 0.34% of the portfolio, ranked #49.

Insigneo Advisory Services first reported a position in AGG in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.76M in Q4 2025. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Insigneo Advisory Services held 92,175 shares of iShares Core US Aggregate Bond ETF worth $9.12M as of Q2 2026.
  • Insigneo Advisory Services sold 1,643 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $163K.
  • iShares Core US Aggregate Bond ETF made up 0.34% of Insigneo Advisory Services's portfolio in Q2 2026, its #49 holding.
  • Insigneo Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Insigneo Advisory Services's iShares Core US Aggregate Bond ETF position peaked at $9.76M in Q4 2025.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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