IDA
AGG icon

Intelligence Driven Advisers’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Intelligence Driven Advisers’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 		$1.45M Sell
14,606
-928
-6% -$91.8K 0.23% 41
2026
Q1 		$1.54M Sell
15,534
-2,307
-13% -$231K 0.27% 34
2025
Q4 		$1.78M Sell
17,841
-318
-2% -$31.9K 0.25% 33
2025
Q3 		$1.82M Buy
18,159
+288
+2% +$28.6K 0.25% 35
2025
Q2 		$1.77M Buy
17,871
+1,077
+6% +$106K 0.27% 34
2025
Q1 		$1.66M Sell
16,794
-229
-1% -$22.4K 0.32% 28
2024
Q4 		$1.65M Sell
17,023
-204
-1% -$20.1K 0.31% 30
2024
Q3 		$1.74M Sell
17,227
-499
-3% -$49.8K 0.25% 29
2024
Q2 		$1.72M Buy
+17,726
New +$1.71M 0.24% 28
2023
Q4 		– Sell
-3,215
Closed -$299K – 91
2023
Q3 		$299K Sell
3,215
-906
-22% -$87.3K 0.05% 65
2023
Q2 		$398K Sell
4,121
-2,255
-35% -$223K 0.07% 61
2023
Q1 		$641K Sell
6,376
-540
-8% -$53.4K 0.12% 48
2022
Q4 		$685K Sell
6,916
-28,941
-81% -$2.8M 0.13% 50
2022
Q3 		$3.45M Buy
35,857
+16,635
+87% +$1.68M 0.69% 35
2022
Q2 		$1.96M Sell
19,222
-7,288
-27% -$749K 0.38% 49
2022
Q1 		$2.79M Buy
26,510
+9,502
+56% +$1.05M 0.51% 40
2021
Q4 		$1.91M Buy
17,008
+6,334
+59% +$725K 0.35% 42
2021
Q3 		$1.22M Sell
10,674
-2,552
-19% -$296K 0.27% 37
2021
Q2 		$1.52M Buy
13,226
+4,759
+56% +$545K 0.3% 43
2021
Q1 		$964K Buy
8,467
+309
+4% +$35.8K 0.22% 41
2020
Q4 		$964K Buy
8,158
+1,645
+25% +$194K 0.22% 46
2020
Q3 		$769K Sell
6,513
-19,625
-75% -$2.33M 0.18% 40
2020
Q2 		$3.09M Buy
26,138
+2,193
+9% +$257K 1.09% 26
2020
Q1 		$2.76M Sell
23,945
-311,076
-93% -$35.5M 1.28% 18
2019
Q4 		$37.6M Buy
335,021
+29,717
+10% +$3.35M 17.09% 1
2019
Q3 		$34.6M Buy
305,304
+156,767
+106% +$17.6M 16.35% 1
2019
Q2 		$16.5M Buy
148,537
+137,053
+1,193% +$15M 7.86% 1
2019
Q1 		$1.25M Buy
11,484
+4,222
+58% +$453K 0.69% 31
2018
Q4 		$773K Buy
+7,262
New +$762K 0.49% 39

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $80.9B AUM 26.08% 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

Intelligence Driven Advisers's AGG Position: Q2 2026 in Review

Intelligence Driven Advisers reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 6% in Q2 2026, selling an estimated $91.8K and leaving 14,606 shares worth $1.45M. The position accounts for 0.23% of the portfolio, ranked #41.

Intelligence Driven Advisers first reported a position in AGG in Q4 2018 and has held it in 29 quarters since. The position peaked at $37.6M in Q4 2019. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Intelligence Driven Advisers held 14,606 shares of iShares Core US Aggregate Bond ETF worth $1.45M as of Q2 2026.
  • Intelligence Driven Advisers sold 928 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $91.8K.
  • iShares Core US Aggregate Bond ETF made up 0.23% of Intelligence Driven Advisers's portfolio in Q2 2026, its #41 holding.
  • Intelligence Driven Advisers first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 29 quarters since.
  • Intelligence Driven Advisers's iShares Core US Aggregate Bond ETF position peaked at $37.6M in Q4 2019.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.