Prosperity Capital Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Prosperity Capital 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	$293K	Sell	2,961 -1,557	-34%	-$154K	0.01%	345
2026 Q1	$449K	Buy	4,518 +1,240	+38%	+$124K	0.03%	280
2025 Q4	$327K	Sell	3,278 -9,260	-74%	-$929K	0.02%	307
2025 Q3	$1.26M	Buy	+12,538	New	+$1.24M	0.07%	169
2023 Q4	–	Sell	-2,799	Closed	-$263K	–	260
2023 Q3	$263K	Sell	2,799 -5,969	-68%	-$575K	0.03%	197
2023 Q2	$859K	Buy	+8,768	New	+$867K	0.12%	99

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

Prosperity Capital Advisors's AGG Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 34% in Q2 2026, selling an estimated $154K and leaving 2,961 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #345.

Prosperity Capital Advisors first reported a position in AGG in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.26M in Q3 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Prosperity Capital Advisors held 2,961 shares of iShares Core US Aggregate Bond ETF worth $293K as of Q2 2026.
Prosperity Capital Advisors sold 1,557 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $154K.
iShares Core US Aggregate Bond ETF made up 0.01% of Prosperity Capital Advisors's portfolio in Q2 2026, its #345 holding.
Prosperity Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 6 quarters since.
Prosperity Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.26M in Q3 2025.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.