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

Maxele 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	$3.37M	Buy	+34,007	New	+$3.36M	2.35%	11
2025 Q4	$3.59M	Sell	35,956 -117	-0.3%	-$11.7K	2.92%	9
2025 Q3	$3.62M	Buy	36,073 +5,169	+17%	+$513K	3.12%	8
2025 Q2	$3.07M	Sell	30,904 -214	-0.7%	-$21K	2.67%	11
2025 Q1	$3.08M	Sell	31,118 -262	-0.8%	-$25.6K	2.97%	11
2024 Q4	$3.04M	Buy	+31,380	New	+$3.09M	2.9%	10
2022 Q3	$2.71M	Sell	28,082 -981	-3%	-$99.2K	4.54%	4
2022 Q2	$2.96M	Sell	29,063 -5,258	-15%	-$540K	4.64%	4
2022 Q1	$3.68M	Sell	34,321 -13,014	-27%	-$1.43M	4.56%	3
2021 Q4	$5.4M	Buy	+47,335	New	+$5.42M	6.23%	2

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

Maxele Advisors's AGG Position: Q2 2026 in Review

Maxele Advisors opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 34,007 shares worth $3.37M. The stake represents 2.35% of the portfolio and ranks #11 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in AGG as recently as Q4 2025.

Maxele Advisors first reported a position in AGG in Q4 2021 and has held it in 10 quarters since. The position peaked at $5.4M in Q4 2021. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Maxele Advisors held 34,007 shares of iShares Core US Aggregate Bond ETF worth $3.37M as of Q2 2026.
iShares Core US Aggregate Bond ETF was a new Maxele Advisors position in Q2 2026.
iShares Core US Aggregate Bond ETF made up 2.35% of Maxele Advisors's portfolio in Q2 2026, its #11 holding.
Maxele Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 10 quarters since.
Maxele Advisors's iShares Core US Aggregate Bond ETF position peaked at $5.4M in Q4 2021.
2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.