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McKinley Carter Wealth Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

McKinley Carter Wealth Services’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 		$64.6M Buy
652,197
+31,920
+5% +$3.16M 3.33% 6
2026
Q1 		$61.6M Buy
620,277
+19,254
+3% +$1.93M 3.55% 6
2025
Q4 		$60M Sell
601,023
-46,505
-7% -$4.67M 3.35% 5
2025
Q3 		$64.9M Buy
647,528
+4,020
+0.6% +$399K 3.4% 6
2025
Q2 		$63.8M Buy
643,508
+15,850
+3% +$1.55M 3.54% 6
2025
Q1 		$62.1M Sell
627,658
-3,851
-0.6% -$376K 3.81% 6
2024
Q4 		$61.2M Sell
631,509
-8,621
-1% -$849K 3.74% 6
2024
Q3 		$64.8M Sell
640,130
-284,164
-31% -$28.4M 3.92% 5
2024
Q2 		$89.7M Buy
924,294
+33,332
+4% +$3.22M 5.71% 3
2024
Q1 		$87.3M Buy
890,962
+48,554
+6% +$4.75M 5.83% 3
2023
Q4 		$83.6M Sell
842,408
-19,524
-2% -$1.86M 6.12% 1
2023
Q3 		$81.1M Sell
861,932
-241
-0% -$23.2K 6.45% 3
2023
Q2 		$84.4M Buy
862,173
+6,858
+0.8% +$678K 6.34% 3
2023
Q1 		$85.2M Buy
855,315
+21,107
+3% +$2.09M 6.66% 2
2022
Q4 		$80.9M Buy
834,208
+50,270
+6% +$4.86M 6.86% 2
2022
Q3 		$75.5M Buy
783,938
+134,979
+21% +$13.6M 7.02% 1
2022
Q2 		$66M Sell
648,959
-66,658
-9% -$6.85M 5.84% 2
2022
Q1 		$76.6M Buy
715,617
+7,254
+1% +$798K 6% 2
2021
Q4 		$80.8M Buy
708,363
+10,037
+1% +$1.15M 6.03% 2
2021
Q3 		$80.2M Buy
698,326
+39,759
+6% +$4.61M 6.57% 2
2021
Q2 		$76M Buy
658,567
+35,128
+6% +$4.02M 6.28% 2
2021
Q1 		$71M Buy
623,439
+558,567
+861% +$64.7M 6.07% 1
2020
Q4 		$7.67M Buy
+64,872
New +$7.64M 1% 18
2014
Q1 		– Sell
-2,041
Closed -$217K – 96
2013
Q4 		$217K Buy
+2,041
New +$219K 0.21% 102
2013
Q3 		– Sell
-2,745
Closed -$294K – 95
2013
Q2 		$294K Buy
+2,745
New +$302K 0.44% 46

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

McKinley Carter Wealth Services's AGG Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.1% in Q2 2026, buying an estimated $3.16M and bringing the position to 652,197 shares worth $64.6M. The position accounts for 3.33% of the portfolio, ranked #6.

McKinley Carter Wealth Services first reported a position in AGG in Q2 2013 and has held it in 25 quarters since. The position peaked at $89.7M in Q2 2024. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • McKinley Carter Wealth Services held 652,197 shares of iShares Core US Aggregate Bond ETF worth $64.6M as of Q2 2026.
  • McKinley Carter Wealth Services bought 31,920 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $3.16M.
  • iShares Core US Aggregate Bond ETF made up 3.33% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #6 holding.
  • McKinley Carter Wealth Services first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 25 quarters since.
  • McKinley Carter Wealth Services's iShares Core US Aggregate Bond ETF position peaked at $89.7M in Q2 2024.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.