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

Invested 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 		$5.25M Buy
53,037
+1,484
+3% +$147K 4.64% 1
2026
Q1 		$5.12M Sell
51,553
-559
-1% -$55.9K 5.17% 1
2025
Q4 		$5.2M Buy
52,112
+2,987
+6% +$300K 5.39% 1
2025
Q3 		$4.74M Buy
+49,125
New +$4.87M 6.9% 1

Other funds holding AGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Invested Advisors's AGG Position: Q2 2026 in Review

Invested Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.9% in Q2 2026, buying an estimated $147K and bringing the position to 53,037 shares worth $5.25M. The position accounts for 4.64% of the portfolio, ranked #1.

Invested Advisors first reported a position in AGG in Q3 2025 and has held it in 4 quarters since. 1,269 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Invested Advisors held 53,037 shares of iShares Core US Aggregate Bond ETF worth $5.25M as of Q2 2026.
  • Invested Advisors bought 1,484 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $147K.
  • iShares Core US Aggregate Bond ETF made up 4.64% of Invested Advisors's portfolio in Q2 2026, its #1 holding.
  • Invested Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,269 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.