Northstar Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Northstar Advisory Group’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	$2.08M	Buy	21,002 +17,415	+486%	+$1.72M	0.64%	38
2026 Q1	$356K	Sell	3,587 -26,930	-88%	-$2.69M	0.13%	94
2025 Q4	$3.05M	Sell	30,517 -70	-0.2%	-$7.02K	1.08%	31
2025 Q3	$3.07M	Buy	30,587 +1,291	+4%	+$128K	1.25%	25
2025 Q2	$2.91M	Buy	29,296 +1,219	+4%	+$119K	1.42%	23
2025 Q1	$2.78M	Buy	28,077 +257	+0.9%	+$25.1K	1.81%	18
2024 Q4	$2.7M	Buy	27,820 +1,827	+7%	+$180K	1.37%	24
2024 Q3	$2.63M	Buy	25,993 +6,287	+32%	+$627K	1.37%	24
2024 Q2	$1.91M	Sell	19,706 -21,042	-52%	-$2.03M	1.1%	28
2024 Q1	$3.93M	Sell	40,748 -17,093	-30%	-$1.67M	2.38%	11
2023 Q4	$5.74M	Buy	57,841 +2,023	+4%	+$193K	3.41%	9
2023 Q3	$5.25M	Sell	55,818 -32,380	-37%	-$3.12M	3.82%	7
2023 Q2	$8.64M	Buy	88,198 +978	+1%	+$96.7K	5.65%	3
2023 Q1	$8.69M	Buy	+87,220	New	+$8.62M	6.5%	3
2022 Q2	–	Sell	-91,987	Closed	-$9.85M	–	83
2022 Q1	$9.85M	Buy	91,987 +67,255	+272%	+$7.4M	6.34%	2
2021 Q4	$2.82M	Buy	+24,732	New	+$2.83M	1.67%	17
2021 Q3	–	Sell	-22,596	Closed	-$2.61M	–	49
2021 Q2	$2.61M	Buy	22,596 +19,475	+624%	+$2.23M	1.63%	17
2021 Q1	$355K	Sell	3,121 -421	-12%	-$48.7K	0.27%	69
2020 Q4	$419K	Buy	+3,542	New	+$417K	0.35%	56

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Northstar Advisory Group's AGG Position: Q2 2026 in Review

Northstar Advisory Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 486% in Q2 2026, buying an estimated $1.72M and bringing the position to 21,002 shares worth $2.08M. The position accounts for 0.64% of the portfolio, ranked #38.

Northstar Advisory Group first reported a position in AGG in Q4 2020 and has held it in 19 quarters since. The position peaked at $9.85M in Q1 2022. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Northstar Advisory Group held 21,002 shares of iShares Core US Aggregate Bond ETF worth $2.08M as of Q2 2026.
Northstar Advisory Group bought 17,415 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.72M.
iShares Core US Aggregate Bond ETF made up 0.64% of Northstar Advisory Group's portfolio in Q2 2026, its #38 holding.
Northstar Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 19 quarters since.
Northstar Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $9.85M in Q1 2022.
1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.