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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.06M Buy
51,148
+5,240
+11% +$518K 2.75% 13
2026
Q1
$4.56M Buy
45,908
+1,145
+3% +$115K 3.09% 11
2025
Q4
$4.47M Buy
+44,763
New +$4.49M 3.07% 10

Other funds holding AGG

Northern Lights Advisors's AGG Position: Q2 2026 in Review

Northern Lights Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 11% in Q2 2026, buying an estimated $518K and bringing the position to 51,148 shares worth $5.06M. The position accounts for 2.75% of the portfolio, ranked #13.

Northern Lights Advisors first reported a position in AGG in Q4 2025 and has held it in 3 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Northern Lights Advisors held 51,148 shares of iShares Core US Aggregate Bond ETF worth $5.06M as of Q2 2026.
  • Northern Lights Advisors bought 5,240 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $518K.
  • iShares Core US Aggregate Bond ETF made up 2.75% of Northern Lights Advisors's portfolio in Q2 2026, its #13 holding.
  • Northern Lights Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Northern Lights Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.