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

Legacy Edge 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	$2.2M	Sell	22,260 -290	-1%	-$28.7K	0.2%	66
2026 Q1	$2.24M	Sell	22,550 -23,341	-51%	-$2.34M	0.24%	57
2025 Q4	$4.58M	Buy	45,891 +4,094	+10%	+$411K	0.5%	38
2025 Q3	$4.19M	Buy	41,797 +19,843	+90%	+$1.97M	0.49%	35
2025 Q2	$2.18M	Buy	21,954 +13,628	+164%	+$1.34M	0.29%	49
2025 Q1	$824K	Sell	8,326 -100	-1%	-$9.78K	0.13%	83
2024 Q4	$817K	Buy	+8,426	New	+$830K	0.13%	84
2024 Q1	–	Sell	-3,394	Closed	-$337K	–	165
2023 Q4	$337K	Buy	+3,394	New	+$323K	0.08%	117

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 22.9% 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

Legacy Edge Advisors's AGG Position: Q2 2026 in Review

Legacy Edge Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.3% in Q2 2026, selling an estimated $28.7K and leaving 22,260 shares worth $2.2M. The position accounts for 0.2% of the portfolio, ranked #66.

Legacy Edge Advisors first reported a position in AGG in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.58M in Q4 2025. 2,098 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Legacy Edge Advisors held 22,260 shares of iShares Core US Aggregate Bond ETF worth $2.2M as of Q2 2026.
Legacy Edge Advisors sold 290 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $28.7K.
iShares Core US Aggregate Bond ETF made up 0.2% of Legacy Edge Advisors's portfolio in Q2 2026, its #66 holding.
Legacy Edge Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 8 quarters since.
Legacy Edge Advisors's iShares Core US Aggregate Bond ETF position peaked at $4.58M in Q4 2025.
2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.