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

OneDigital Investment 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 		$6.89M Sell
69,579
-20,070
-22% -$1.99M 0.06% 259
2026
Q1 		$8.9M Sell
89,649
-12,808
-13% -$1.28M 0.09% 187
2025
Q4 		$10.2M Buy
102,457
+21,803
+27% +$2.19M 0.1% 170
2025
Q3 		$8.09M Sell
80,654
-5,272
-6% -$523K 0.08% 191
2025
Q2 		$8.52M Buy
85,926
+17,873
+26% +$1.75M 0.09% 175
2025
Q1 		$6.73M Sell
68,053
-44,455
-40% -$4.35M 0.08% 193
2024
Q4 		$10.9M Buy
112,508
+16,636
+17% +$1.64M 0.13% 143
2024
Q3 		$9.71M Buy
95,872
+14,748
+18% +$1.47M 0.11% 157
2024
Q2 		$7.87M Sell
81,124
-224,407
-73% -$21.7M 0.1% 170
2024
Q1 		$29.9M Buy
305,531
+120,353
+65% +$11.8M 0.47% 45
2023
Q4 		$18.4M Buy
185,178
+131,984
+248% +$12.6M 0.32% 67
2023
Q3 		$5M Sell
53,194
-5,607
-10% -$540K 0.11% 149
2023
Q2 		$5.76M Sell
58,801
-1,793
-3% -$177K 0.13% 135
2023
Q1 		$6.04M Sell
60,594
-3,050
-5% -$301K 0.14% 131
2022
Q4 		$6.17M Sell
63,644
-12,200
-16% -$1.18M 0.18% 111
2022
Q3 		$7.31M Buy
75,844
+11,443
+18% +$1.16M 0.27% 59
2022
Q2 		$6.55M Buy
64,401
+1,632
+3% +$168K 0.28% 52
2022
Q1 		$6.72M Sell
62,769
-9,820
-14% -$1.08M 0.25% 59
2021
Q4 		$8.28M Buy
72,589
+6,551
+10% +$749K 0.29% 52
2021
Q3 		$7.58M Buy
66,038
+4,420
+7% +$512K 0.3% 52
2021
Q2 		$7.11M Buy
61,618
+6,539
+12% +$749K 0.29% 53
2021
Q1 		$6.27M Buy
55,079
+21,011
+62% +$2.43M 0.29% 57
2020
Q4 		$4.03M Buy
34,068
+21,978
+182% +$2.59M 0.21% 70
2020
Q3 		$1.43M Buy
12,090
+868
+8% +$103K 0.1% 163
2020
Q2 		$1.33M Sell
11,222
-92
-0.8% -$10.8K 0.1% 175
2020
Q1 		$1.3M Buy
11,314
+15
+0.1% +$1.71K 0.12% 168
2019
Q4 		$1.27M Buy
11,299
+2,054
+22% +$231K 0.1% 167
2019
Q3 		$1.05M Buy
9,245
+8,682
+1,542% +$976K 0.09% 170
2019
Q2 		$63K Buy
563
+191
+51% +$20.9K ﹤0.01% 530
2019
Q1 		$41K Sell
372
-2,705
-88% -$290K 0.01% 530
2018
Q4 		$328K Buy
3,077
+2,310
+301% +$242K 0.06% 206
2018
Q3 		$81K Hold
767
– – 0.02% 306
2018
Q2 		$82K Sell
767
-433
-36% -$45.9K 0.02% 370
2018
Q1 		$129K Sell
1,200
-1,150
-49% -$123K 0.03% 297
2017
Q4 		$257K Sell
2,350
-158
-6% -$17.3K 0.03% 196
2017
Q3 		$275K Buy
2,508
+2,302
+1,117% +$253K 0.1% 122
2017
Q2 		$23K Buy
+206
New +$22.5K 0.01% 697

Other funds holding AGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

OneDigital Investment Advisors's AGG Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 22% in Q2 2026, selling an estimated $1.99M and leaving 69,579 shares worth $6.89M. The position accounts for 0.06% of the portfolio, ranked #259.

OneDigital Investment Advisors first reported a position in AGG in Q2 2017 and has held it in 37 quarters since. The position peaked at $29.9M in Q1 2024. 1,551 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • OneDigital Investment Advisors held 69,579 shares of iShares Core US Aggregate Bond ETF worth $6.89M as of Q2 2026.
  • OneDigital Investment Advisors sold 20,070 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.99M.
  • iShares Core US Aggregate Bond ETF made up 0.06% of OneDigital Investment Advisors's portfolio in Q2 2026, its #259 holding.
  • OneDigital Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2017 and has held it in 37 quarters since.
  • OneDigital Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $29.9M in Q1 2024.
  • 1,551 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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