Millstone Evans Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Millstone Evans 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	$298K	Sell	3,011 -14	-0.5%	-$1.39K	0.16%	104
2026 Q1	$300K	Hold	3,025	–	–	0.18%	100
2025 Q4	$302K	Buy	3,025 +3,004	+14,305%	+$301K	0.18%	100
2025 Q3	$2.1K	Hold	21	–	–	﹤0.01%	737
2025 Q2	$2.08K	Sell	21 -873	-98%	-$85.5K	﹤0.01%	670
2025 Q1	$88.5K	Sell	894 -34	-4%	-$3.32K	0.06%	218
2024 Q4	$89.9K	Buy	+928	New	+$91.4K	0.06%	208

Other funds holding AGG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Millstone Evans Group's AGG Position: Q2 2026 in Review

Millstone Evans Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.46% in Q2 2026, selling an estimated $1.39K and leaving 3,011 shares worth $298K. The position accounts for 0.16% of the portfolio, ranked #104.

Millstone Evans Group first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $302K in Q4 2025. 1,840 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Millstone Evans Group held 3,011 shares of iShares Core US Aggregate Bond ETF worth $298K as of Q2 2026.
Millstone Evans Group sold 14 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.39K.
iShares Core US Aggregate Bond ETF made up 0.16% of Millstone Evans Group's portfolio in Q2 2026, its #104 holding.
Millstone Evans Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's iShares Core US Aggregate Bond ETF position peaked at $302K in Q4 2025.
1,840 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.