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Ogorek Anthony Joseph’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Ogorek Anthony Joseph’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 		$4K Buy
+48
New +$4.75K ﹤0.01% 512
2020
Q3 		– Sell
-91
Closed -$10K – 177
2020
Q2 		$10K Buy
91
+1
+1% +$117 0.01% 114
2020
Q1 		$10K Hold
90
– – 0.01% 114
2019
Q4 		$10K Sell
90
-550
-86% -$62K ﹤0.01% 139
2019
Q3 		$72K Buy
640
+410
+178% +$46.1K 0.04% 33
2019
Q2 		$25K Buy
+230
New +$25.1K 0.02% 57

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

Ogorek Anthony Joseph's AGG Position: Q2 2026 in Review

Ogorek Anthony Joseph opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 48 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #512 among its holdings. This is a return to the name: Ogorek Anthony Joseph previously reported a position in AGG as recently as Q2 2020.

Ogorek Anthony Joseph first reported a position in AGG in Q2 2019 and has held it in 6 quarters since. The position peaked at $72K in Q3 2019. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Ogorek Anthony Joseph held 48 shares of iShares Core US Aggregate Bond ETF worth $4K as of Q2 2026.
  • iShares Core US Aggregate Bond ETF was a new Ogorek Anthony Joseph position in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #512 holding.
  • Ogorek Anthony Joseph first reported a position in iShares Core US Aggregate Bond ETF in Q2 2019 and has held it in 6 quarters since.
  • Ogorek Anthony Joseph's iShares Core US Aggregate Bond ETF position peaked at $72K in Q3 2019.
  • 2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.