MA
AGG icon

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

MONECO 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 		$521K Buy
5,259
+1,255
+31% +$124K 0.03% 361
2026
Q1 		$397K Sell
4,004
-341
-8% -$34.1K 0.03% 350
2025
Q4 		$434K Buy
4,345
+1,902
+78% +$191K 0.03% 329
2025
Q3 		$245K Buy
2,443
+119
+5% +$11.8K 0.02% 437
2025
Q2 		$231K Buy
2,324
+30
+1% +$2.94K 0.02% 428
2025
Q1 		$227K Sell
2,294
-1,026
-31% -$100K 0.02% 421
2024
Q4 		$322K Buy
3,320
+1,036
+45% +$102K 0.03% 355
2024
Q3 		$231K Sell
2,284
-3,626
-61% -$362K 0.03% 393
2024
Q2 		$574K Sell
5,910
-2,367
-29% -$228K 0.08% 220
2024
Q1 		$811K Buy
8,277
+4,344
+110% +$425K 0.13% 174
2023
Q4 		$390K Buy
3,933
+442
+13% +$42.1K 0.07% 244
2023
Q3 		$328K Buy
+3,491
New +$336K 0.09% 239
2021
Q2 		– Sell
-2,254
Closed -$257K – 225
2021
Q1 		$257K Buy
+2,254
New +$261K 0.12% 164

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

MONECO Advisors's AGG Position: Q2 2026 in Review

MONECO Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 31% in Q2 2026, buying an estimated $124K and bringing the position to 5,259 shares worth $521K. The position accounts for 0.03% of the portfolio, ranked #361.

MONECO Advisors first reported a position in AGG in Q1 2021 and has held it in 13 quarters since. The position peaked at $811K in Q1 2024. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • MONECO Advisors held 5,259 shares of iShares Core US Aggregate Bond ETF worth $521K as of Q2 2026.
  • MONECO Advisors bought 1,255 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $124K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of MONECO Advisors's portfolio in Q2 2026, its #361 holding.
  • MONECO Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 13 quarters since.
  • MONECO Advisors's iShares Core US Aggregate Bond ETF position peaked at $811K in Q1 2024.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.