Invera Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Invera Wealth Advisors’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	$3.21M	Buy	32,432 +3,756	+13%	+$372K	1.72%	17
2026 Q1	$2.85M	Buy	28,676 +405	+1%	+$40.5K	1.83%	19
2025 Q4	$2.82M	Buy	28,271 +3,915	+16%	+$393K	1.78%	20
2025 Q3	$2.44M	Buy	24,356 +112	+0.5%	+$11.1K	1.5%	22
2025 Q2	$2.41M	Buy	24,244 +1,476	+6%	+$145K	1.57%	18
2025 Q1	$2.25M	Buy	+22,768	New	+$2.23M	1.46%	21
2024 Q1	–	Sell	-12,382	Closed	-$1.23M	–	62
2023 Q4	$1.23M	Buy	+12,382	New	+$1.18M	0.77%	42

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invera Wealth Advisors's AGG Position: Q2 2026 in Review

Invera Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 13% in Q2 2026, buying an estimated $372K and bringing the position to 32,432 shares worth $3.21M. The position accounts for 1.72% of the portfolio, ranked #17.

Invera Wealth Advisors first reported a position in AGG in Q4 2023 and has held it in 7 quarters since. 2,088 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Invera Wealth Advisors held 32,432 shares of iShares Core US Aggregate Bond ETF worth $3.21M as of Q2 2026.
Invera Wealth Advisors bought 3,756 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $372K.
iShares Core US Aggregate Bond ETF made up 1.72% of Invera Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Invera Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 7 quarters since.
2,088 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.