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Private Advisor Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Private Advisor 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
2023
Q4 		– Sell
-230,000
Closed -$216K – 2255
2023
Q3 		$216K Buy
+230,000
New +$22.2M ﹤0.01% 1832

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CI
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)
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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Private Advisor Group's AGG Position: Q2 2026 in Review

Private Advisor Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 18% in Q2 2026, selling an estimated $8.46M and leaving 398,188 shares worth $39.4M. The position accounts for 0.18% of the portfolio, ranked #122.

Private Advisor Group first reported a position in AGG in Q4 2013 and has held it in 51 quarters since. The position peaked at $48.8M in Q3 2025. 937 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Private Advisor Group held 398,188 shares of iShares Core US Aggregate Bond ETF worth $39.4M as of Q2 2026.
  • Private Advisor Group sold 85,514 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $8.46M.
  • iShares Core US Aggregate Bond ETF made up 0.18% of Private Advisor Group's portfolio in Q2 2026, its #122 holding.
  • Private Advisor Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2013 and has held it in 51 quarters since.
  • Private Advisor Group's iShares Core US Aggregate Bond ETF position peaked at $48.8M in Q3 2025.
  • 937 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.