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Joel Isaacson & Co’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Joel Isaacson & Co’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 		$450K Buy
4,543
+40
+0.9% +$3.96K 0.01% 314
2026
Q1 		$447K Buy
4,503
+25
+0.6% +$2.5K 0.01% 296
2025
Q4 		$447K Buy
4,478
+269
+6% +$27K 0.01% 297
2025
Q3 		$422K Buy
4,209
+375
+10% +$37.2K 0.02% 296
2025
Q2 		$380K Sell
3,834
-71
-2% -$6.96K 0.02% 294
2025
Q1 		$386K Buy
3,905
+787
+25% +$76.9K 0.02% 275
2024
Q4 		$302K Buy
3,118
+142
+5% +$14K 0.01% 301
2024
Q3 		$301K Buy
2,976
+27
+0.9% +$2.69K 0.01% 286
2024
Q2 		$286K Buy
2,949
+27
+0.9% +$2.61K 0.02% 283
2024
Q1 		$286K Buy
2,922
+17
+0.6% +$1.66K 0.02% 284
2023
Q4 		$288K Buy
2,905
+34
+1% +$3.24K 0.02% 256
2023
Q3 		$270K Buy
2,871
+23
+0.8% +$2.21K 0.02% 259
2023
Q2 		$279K Buy
2,848
+21
+0.7% +$2.08K 0.02% 268
2023
Q1 		$282K Buy
2,827
+14
+0.5% +$1.38K 0.02% 266
2022
Q4 		$273K Buy
+2,813
New +$272K 0.02% 264
2017
Q1 		– Sell
-1,200
Closed -$130K – 187
2016
Q4 		$130K Hold
1,200
– – 0.03% 199
2016
Q3 		$135K Hold
1,200
– – 0.03% 199
2016
Q2 		$135K Hold
1,200
– – 0.03% 205
2016
Q1 		$133K Hold
1,200
– – 0.03% 212
2015
Q4 		$130K Hold
1,200
– – 0.03% 198
2015
Q3 		$131K Sell
1,200
-74
-6% -$8.07K 0.04% 195
2015
Q2 		$139K Buy
+1,274
New +$140K 0.04% 214

Other funds holding AGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Joel Isaacson & Co's AGG Position: Q2 2026 in Review

Joel Isaacson & Co increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.89% in Q2 2026, buying an estimated $3.96K and bringing the position to 4,543 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #314.

Joel Isaacson & Co first reported a position in AGG in Q2 2015 and has held it in 22 quarters since. 1,445 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Joel Isaacson & Co held 4,543 shares of iShares Core US Aggregate Bond ETF worth $450K as of Q2 2026.
  • Joel Isaacson & Co bought 40 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $3.96K.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #314 holding.
  • Joel Isaacson & Co first reported a position in iShares Core US Aggregate Bond ETF in Q2 2015 and has held it in 22 quarters since.
  • 1,445 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.