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

Paladin 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	$8.31K	Hold	84	–	–	0.01%	211
2026 Q1	$8.34K	Sell	84 -121	-59%	-$12.1K	0.01%	208
2025 Q4	$20.5K	Hold	205	–	–	0.02%	187
2025 Q3	$20.6K	Buy	205 +16	+8%	+$1.59K	0.02%	178
2025 Q2	$18.7K	Hold	189	–	–	0.01%	178
2025 Q1	$18.7K	Sell	189 -438	-70%	-$42.8K	0.02%	184
2024 Q4	$60.8K	Sell	627 -57	-8%	-$5.61K	0.05%	139
2024 Q3	$69.3K	Buy	684 +15	+2%	+$1.5K	0.05%	135
2024 Q2	$64.4K	Buy	669 +122	+22%	+$11.8K	0.05%	131
2024 Q1	$53K	Buy	547 +45	+9%	+$4.4K	0.04%	142
2023 Q4	$49.8K	Sell	502 -2,812	-85%	-$268K	0.04%	143
2023 Q3	$312K	Sell	3,314 -1,769	-35%	-$170K	0.26%	66
2023 Q2	$498K	Buy	5,083 +1,080	+27%	+$107K	0.4%	49
2023 Q1	$399K	Buy	+4,003	New	+$396K	0.33%	59
2022 Q2	–	Sell	-690	Closed	-$70.9K	–	287
2022 Q1	$73K	Buy	+690	New	+$75.9K	0.06%	145

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Paladin Advisory Group held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 84 shares worth $8.31K. The position accounts for 0.01% of the portfolio, ranked #211.

Paladin Advisory Group first reported a position in AGG in Q1 2022 and has held it in 15 quarters since. The position peaked at $498K in Q2 2023. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Paladin Advisory Group held 84 shares of iShares Core US Aggregate Bond ETF worth $8.31K as of Q2 2026.
Paladin Advisory Group left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.01% of Paladin Advisory Group's portfolio in Q2 2026, its #211 holding.
Paladin Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $498K in Q2 2023.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.