Integrated Advisors Network’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Integrated Advisors Network’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	$3.25M	Sell	32,832 -66,497	-67%	-$6.58M	0.15%	150
2026 Q1	$9.86M	Sell	99,329 -3,120	-3%	-$312K	0.52%	40
2025 Q4	$10.2M	Sell	102,449 -5,077	-5%	-$509K	0.45%	47
2025 Q3	$10.8M	Buy	107,526 +42,172	+65%	+$4.18M	0.45%	44
2025 Q2	$6.48M	Sell	65,354 -28,299	-30%	-$2.77M	0.29%	86
2025 Q1	$9.26M	Buy	93,653 +27,934	+43%	+$2.73M	0.47%	49
2024 Q4	$6.37M	Sell	65,719 -5,281	-7%	-$520K	0.3%	76
2024 Q3	$7.19M	Sell	71,000 -687	-1%	-$68.5K	0.34%	73
2024 Q2	$6.96M	Sell	71,687 -33,873	-32%	-$3.27M	0.36%	67
2024 Q1	$10.3M	Sell	105,560 -15,196	-13%	-$1.49M	0.53%	40
2023 Q4	$12M	Buy	120,756 +46,573	+63%	+$4.43M	0.68%	22
2023 Q3	$6.98M	Sell	74,183 -20,523	-22%	-$1.98M	0.43%	52
2023 Q2	$9.28M	Sell	94,706 -10,604	-10%	-$1.05M	0.53%	39
2023 Q1	$10.5M	Sell	105,310 -104,283	-50%	-$10.3M	0.63%	29
2022 Q4	$20.3M	Sell	209,593 -9,303	-4%	-$900K	1.31%	9
2022 Q3	$21.1M	Buy	218,896 +37,476	+21%	+$3.79M	1.43%	8
2022 Q2	$18.4M	Buy	181,420 +44,307	+32%	+$4.55M	1.2%	7
2022 Q1	$14.7M	Buy	137,113 +61,616	+82%	+$6.78M	0.86%	22
2021 Q4	$8.61M	Sell	75,497 -11,299	-13%	-$1.29M	0.51%	42
2021 Q3	$9.97M	Sell	86,796 -14,187	-14%	-$1.64M	0.66%	29
2021 Q2	$11.6M	Buy	100,983 +20,880	+26%	+$2.39M	0.86%	23
2021 Q1	$9.12M	Sell	80,103 -34,281	-30%	-$3.97M	0.83%	23
2020 Q4	$13.5M	Sell	114,384 -26,735	-19%	-$3.15M	1.48%	9
2020 Q3	$16.7M	Buy	141,119 +25,685	+22%	+$3.05M	2.11%	5
2020 Q2	$13.6M	Sell	115,434 -16,656	-13%	-$1.95M	1.6%	8
2020 Q1	$15.2M	Buy	132,090 +93,853	+245%	+$10.7M	2.98%	1
2019 Q4	$4.3M	Buy	+38,237	New	+$4.31M	0.58%	42

Other funds holding AGG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Integrated Advisors Network's AGG Position: Q2 2026 in Review

Integrated Advisors Network reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 67% in Q2 2026, selling an estimated $6.58M and leaving 32,832 shares worth $3.25M. The position accounts for 0.15% of the portfolio, ranked #150.

Integrated Advisors Network first reported a position in AGG in Q4 2019 and has held it in 27 quarters since. The position peaked at $21.1M in Q3 2022. 1,644 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Integrated Advisors Network held 32,832 shares of iShares Core US Aggregate Bond ETF worth $3.25M as of Q2 2026.
Integrated Advisors Network sold 66,497 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $6.58M.
iShares Core US Aggregate Bond ETF made up 0.15% of Integrated Advisors Network's portfolio in Q2 2026, its #150 holding.
Integrated Advisors Network first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 27 quarters since.
Integrated Advisors Network's iShares Core US Aggregate Bond ETF position peaked at $21.1M in Q3 2022.
1,644 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.