Moss Adams Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Moss Adams Wealth 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	$1.84M	Sell	18,638 -2,055	-10%	-$203K	0.12%	65
2026 Q1	$2.05M	Sell	20,693 -685	-3%	-$68.5K	0.15%	48
2025 Q4	$2.14M	Sell	21,378 -75	-0.3%	-$7.53K	0.15%	48
2025 Q3	$2.15M	Sell	21,453 -271	-1%	-$26.9K	0.17%	43
2025 Q2	$2.16M	Sell	21,724 -471	-2%	-$46.2K	0.2%	46
2025 Q1	$2.2M	Buy	22,195 +384	+2%	+$37.5K	0.23%	37
2024 Q4	$2.11M	Sell	21,811 -1,712	-7%	-$169K	0.22%	35
2024 Q3	$2.38M	Buy	23,523 +263	+1%	+$26.2K	0.26%	31
2024 Q2	$2.26M	Sell	23,260 -1,089	-4%	-$105K	0.31%	28
2024 Q1	$2.38M	Sell	24,349 -10,673	-30%	-$1.04M	0.38%	27
2023 Q4	$3.48M	Buy	35,022 +34,271	+4,563%	+$3.26M	0.72%	17
2023 Q3	$70.6K	Sell	751 -8,511	-92%	-$820K	0.02%	113
2023 Q2	$907K	Buy	9,262 +803	+9%	+$79.4K	0.3%	31
2023 Q1	$843K	Sell	8,459 -93,559	-92%	-$9.25M	0.29%	29
2022 Q4	$9.89M	Buy	+102,018	New	+$9.87M	4.95%	4

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

Moss Adams Wealth Advisors's AGG Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 9.9% in Q2 2026, selling an estimated $203K and leaving 18,638 shares worth $1.84M. The position accounts for 0.12% of the portfolio, ranked #65.

Moss Adams Wealth Advisors first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.89M in Q4 2022. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Moss Adams Wealth Advisors held 18,638 shares of iShares Core US Aggregate Bond ETF worth $1.84M as of Q2 2026.
Moss Adams Wealth Advisors sold 2,055 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $203K.
iShares Core US Aggregate Bond ETF made up 0.12% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Moss Adams Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Moss Adams Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $9.89M in Q4 2022.
2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.