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MJT & Associates Financial Advisory’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

MJT & Associates Financial Advisory’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 		$16K Hold
162
– – 0.01% 146
2026
Q1 		$16.1K Sell
162
-4
-2% -$400 0.01% 135
2025
Q4 		$16.6K Hold
166
– – 0.01% 139
2025
Q3 		$16.6K Sell
166
-360
-68% -$35.7K 0.01% 139
2025
Q2 		$52.2K Sell
526
-44
-8% -$4.31K 0.06% 95
2025
Q1 		$56.4K Buy
+570
New +$55.7K 0.05% 101

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

MJT & Associates Financial Advisory's AGG Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 162 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #146.

MJT & Associates Financial Advisory first reported a position in AGG in Q1 2025 and has held it in 6 quarters since. The position peaked at $56.4K in Q1 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • MJT & Associates Financial Advisory held 162 shares of iShares Core US Aggregate Bond ETF worth $16K as of Q2 2026.
  • MJT & Associates Financial Advisory left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #146 holding.
  • MJT & Associates Financial Advisory first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's iShares Core US Aggregate Bond ETF position peaked at $56.4K in Q1 2025.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.