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Noesis Capital Mangement’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Noesis Capital Mangement’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 		$287K Buy
2,903
+116
+4% +$11.5K 0.03% 106
2026
Q1 		$277K Sell
2,787
-159
-5% -$15.9K 0.04% 102
2025
Q4 		$294K Buy
2,946
+366
+14% +$36.7K 0.04% 98
2025
Q3 		$259K Sell
2,580
-204
-7% -$20.2K 0.04% 104
2025
Q2 		$276K Buy
+2,784
New +$273K 0.05% 105
2025
Q1 		– Sell
-2,627
Closed -$255K – 125
2024
Q4 		$255K Sell
2,627
-1,516
-37% -$149K 0.05% 98
2024
Q3 		$420K Sell
4,143
-490
-11% -$48.9K 0.08% 77
2024
Q2 		$450K Buy
4,633
+1,559
+51% +$150K 0.1% 67
2024
Q1 		$301K Buy
3,074
+4
+0.1% +$391 0.07% 78
2023
Q4 		$305K Sell
3,070
-56
-2% -$5.33K 0.07% 80
2023
Q3 		$294K Sell
3,126
-41
-1% -$3.95K 0.08% 79
2023
Q2 		$310K Sell
3,167
-60
-2% -$5.93K 0.08% 82
2023
Q1 		$322K Buy
3,227
+3
+0.1% +$296 0.08% 76
2022
Q4 		$313K Buy
3,224
+6
+0.2% +$580 0.09% 77
2022
Q3 		$310K Buy
3,218
+129
+4% +$13K 0.09% 74
2022
Q2 		$314K Buy
3,089
+3
+0.1% +$308 0.09% 77
2022
Q1 		$331K Sell
3,086
-98
-3% -$10.8K 0.08% 82
2021
Q4 		$363K Sell
3,184
-1,725
-35% -$197K 0.07% 83
2021
Q3 		$564K Buy
4,909
+463
+10% +$53.7K 0.11% 64
2021
Q2 		$515K Buy
4,446
+461
+12% +$52.8K 0.11% 63
2021
Q1 		$454K Buy
3,985
+2
+0.1% +$232 0.1% 66
2020
Q4 		$471K Buy
3,983
+434
+12% +$51.1K 0.12% 64
2020
Q3 		$419K Buy
3,549
+343
+11% +$40.7K 0.12% 66
2020
Q2 		$379K Buy
3,206
+4
+0.1% +$468 0.12% 68
2020
Q1 		$369K Buy
+3,202
New +$365K 0.14% 64

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

Noesis Capital Mangement's AGG Position: Q2 2026 in Review

Noesis Capital Mangement increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.2% in Q2 2026, buying an estimated $11.5K and bringing the position to 2,903 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #106.

Noesis Capital Mangement first reported a position in AGG in Q1 2020 and has held it in 25 quarters since. The position peaked at $564K in Q3 2021. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Noesis Capital Mangement held 2,903 shares of iShares Core US Aggregate Bond ETF worth $287K as of Q2 2026.
  • Noesis Capital Mangement bought 116 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $11.5K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Noesis Capital Mangement's portfolio in Q2 2026, its #106 holding.
  • Noesis Capital Mangement first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Noesis Capital Mangement's iShares Core US Aggregate Bond ETF position peaked at $564K in Q3 2021.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Noesis Capital Mangement's 13F filing for Q2 2026, filed 4 Aug 2026.