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NorthCrest Asset Manangement’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

NorthCrest Asset Manangement’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 		$10.9M Buy
111,364
+7,509
+7% +$743K 0.28% 90
2026
Q1 		$10.3M Sell
103,855
-115,122
-53% -$11.5M 0.32% 87
2025
Q4 		$21.9M Buy
218,977
+25,634
+13% +$2.57M 0.49% 52
2025
Q3 		$19.4M Buy
193,343
+6,902
+4% +$685K 0.46% 62
2025
Q2 		$18.4M Buy
186,441
+1,628
+0.9% +$160K 0.49% 59
2025
Q1 		$18.3M Buy
184,813
+33,471
+22% +$3.27M 0.55% 52
2024
Q4 		$14.7M Buy
151,342
+8,547
+6% +$842K 0.44% 68
2024
Q3 		$14.5M Buy
142,795
+23,024
+19% +$2.3M 0.44% 74
2024
Q2 		$11.6M Buy
119,771
+3,809
+3% +$368K 0.39% 80
2024
Q1 		$11.4M Buy
115,962
+21,669
+23% +$2.12M 0.39% 82
2023
Q4 		$9.36M Sell
94,293
-20,918
-18% -$1.99M 0.35% 86
2023
Q3 		$10.8M Buy
115,211
+4,231
+4% +$407K 0.44% 75
2023
Q2 		$10.9M Sell
110,980
-600
-0.5% -$59.3K 0.43% 76
2023
Q1 		$11.1M Buy
+111,580
New +$11M 0.46% 73

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

NorthCrest Asset Manangement's AGG Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.2% in Q2 2026, buying an estimated $743K and bringing the position to 111,364 shares worth $10.9M. The position accounts for 0.28% of the portfolio, ranked #90.

NorthCrest Asset Manangement first reported a position in AGG in Q1 2023 and has held it in 14 quarters since. The position peaked at $21.9M in Q4 2025. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • NorthCrest Asset Manangement held 111,364 shares of iShares Core US Aggregate Bond ETF worth $10.9M as of Q2 2026.
  • NorthCrest Asset Manangement bought 7,509 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $743K.
  • iShares Core US Aggregate Bond ETF made up 0.28% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #90 holding.
  • NorthCrest Asset Manangement first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • NorthCrest Asset Manangement's iShares Core US Aggregate Bond ETF position peaked at $21.9M in Q4 2025.
  • 406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.