Prudent Man Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Prudent Man 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	$257K	Buy	2,598 +300	+13%	+$29.7K	0.06%	132
2026 Q1	$228K	Sell	2,298 -6,390	-74%	-$639K	0.07%	128
2025 Q4	$868K	Buy	8,688 +6,390	+278%	+$641K	0.32%	69
2025 Q3	$230K	Hold	2,298	–	–	0.08%	129
2025 Q2	$228K	Hold	2,298	–	–	0.07%	155
2025 Q1	$227K	Hold	2,298	–	–	0.08%	151
2024 Q4	$223K	Sell	2,298 -1,062	-32%	-$105K	0.08%	150
2024 Q3	$340K	Hold	3,360	–	–	0.11%	132
2024 Q2	$326K	Hold	3,360	–	–	0.12%	131
2024 Q1	$329K	Sell	3,360 -463	-12%	-$45.3K	0.12%	130
2023 Q4	$379K	Sell	3,823 -70	-2%	-$6.66K	0.14%	134
2023 Q3	$366K	Hold	3,893	–	–	0.15%	129
2023 Q2	$381K	Hold	3,893	–	–	0.14%	127
2023 Q1	$388K	Sell	3,893 -6,152	-61%	-$608K	0.15%	126
2022 Q4	$974K	Buy	10,045 +5,961	+146%	+$577K	0.39%	57
2022 Q3	$393K	Hold	4,084	–	–	0.19%	112
2022 Q2	$415K	Hold	4,084	–	–	0.19%	105
2022 Q1	$438K	Hold	4,084	–	–	0.18%	103
2021 Q4	$466K	Hold	4,084	–	–	0.18%	106
2021 Q3	$469K	Hold	4,084	–	–	0.18%	107
2021 Q2	$471K	Buy	+4,084	New	+$468K	0.18%	109

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

Prudent Man Advisors's AGG Position: Q2 2026 in Review

Prudent Man Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 13% in Q2 2026, buying an estimated $29.7K and bringing the position to 2,598 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #132.

Prudent Man Advisors first reported a position in AGG in Q2 2021 and has held it in 21 quarters since. The position peaked at $974K in Q4 2022. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Prudent Man Advisors held 2,598 shares of iShares Core US Aggregate Bond ETF worth $257K as of Q2 2026.
Prudent Man Advisors bought 300 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $29.7K.
iShares Core US Aggregate Bond ETF made up 0.06% of Prudent Man Advisors's portfolio in Q2 2026, its #132 holding.
Prudent Man Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and has held it in 21 quarters since.
Prudent Man Advisors's iShares Core US Aggregate Bond ETF position peaked at $974K in Q4 2022.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.