IAG
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Investment Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Investment Advisory Group’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 		$926K Buy
9,355
+51
+0.5% +$5.05K 0.2% 89
2026
Q1 		$924K Buy
9,304
+110
+1% +$11K 0.23% 83
2025
Q4 		$918K Sell
9,194
-550
-6% -$55.2K 0.24% 83
2025
Q3 		$977K Buy
9,744
+1,572
+19% +$156K 0.27% 74
2025
Q2 		$811K Buy
8,172
+86
+1% +$8.43K 0.25% 78
2025
Q1 		$800K Buy
8,086
+381
+5% +$37.2K 0.27% 77
2024
Q4 		$747K Sell
7,705
-1,005
-12% -$99K 0.25% 77
2024
Q3 		$882K Buy
8,710
+200
+2% +$20K 0.31% 67
2024
Q2 		$826K Buy
8,510
+100
+1% +$9.65K 0.32% 63
2024
Q1 		$824K Buy
8,410
+100
+1% +$9.79K 0.34% 61
2023
Q4 		$825K Buy
8,310
+167
+2% +$15.9K 0.38% 56
2023
Q3 		$766K Sell
8,143
-715
-8% -$68.9K 0.4% 53
2023
Q2 		$868K Buy
8,858
+847
+11% +$83.7K 0.44% 52
2023
Q1 		$798K Buy
8,011
+350
+5% +$34.6K 0.46% 51
2022
Q4 		$743K Sell
7,661
-154
-2% -$14.9K 0.46% 48
2022
Q3 		$753K Sell
7,815
-27
-0.3% -$2.73K 0.52% 45
2022
Q2 		$794K Sell
7,842
-260
-3% -$26.7K 0.54% 42
2022
Q1 		$870K Hold
8,102
– – 0.53% 45
2021
Q4 		$886K Buy
+8,102
New +$927K 0.57% 41

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

Investment Advisory Group's AGG Position: Q2 2026 in Review

Investment Advisory Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.55% in Q2 2026, buying an estimated $5.05K and bringing the position to 9,355 shares worth $926K. The position accounts for 0.2% of the portfolio, ranked #89.

Investment Advisory Group first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $977K in Q3 2025. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Investment Advisory Group held 9,355 shares of iShares Core US Aggregate Bond ETF worth $926K as of Q2 2026.
  • Investment Advisory Group bought 51 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $5.05K.
  • iShares Core US Aggregate Bond ETF made up 0.2% of Investment Advisory Group's portfolio in Q2 2026, its #89 holding.
  • Investment Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Investment Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $977K in Q3 2025.
  • 2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.