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

Nordwand 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	$938K	Buy	9,476 +2,223	+31%	+$220K	0.14%	98
2026 Q1	$720K	Buy	7,253 +27	+0.4%	+$2.7K	0.13%	107
2025 Q4	$722K	Sell	7,226 -72	-1%	-$7.22K	0.13%	103
2025 Q3	$732K	Buy	7,298 +4,799	+192%	+$476K	0.12%	104
2025 Q2	$248K	Buy	2,499 +2,472	+9,156%	+$242K	0.04%	137
2025 Q1	$2.67K	Hold	27	–	–	﹤0.01%	101
2024 Q4	$2.62K	Hold	27	–	–	﹤0.01%	110
2024 Q3	$2.73K	Sell	27 -866	-97%	-$86.4K	﹤0.01%	114
2024 Q2	$86.7K	Hold	893	–	–	0.04%	60
2024 Q1	$87.5K	Hold	893	–	–	0.03%	61
2023 Q4	$88.6K	Hold	893	–	–	0.02%	58
2023 Q3	$84K	Hold	893	–	–	0.02%	54
2023 Q2	$87.5K	Buy	893 +516	+137%	+$51K	0.02%	53
2023 Q1	$37.6K	Buy	+377	New	+$37.3K	0.01%	71

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

Nordwand Advisors's AGG Position: Q2 2026 in Review

Nordwand Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 31% in Q2 2026, buying an estimated $220K and bringing the position to 9,476 shares worth $938K. The position accounts for 0.14% of the portfolio, ranked #98.

Nordwand Advisors first reported a position in AGG in Q1 2023 and has held it in 14 quarters since. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Nordwand Advisors held 9,476 shares of iShares Core US Aggregate Bond ETF worth $938K as of Q2 2026.
Nordwand Advisors bought 2,223 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $220K.
iShares Core US Aggregate Bond ETF made up 0.14% of Nordwand Advisors's portfolio in Q2 2026, its #98 holding.
Nordwand Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Nordwand Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.