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

PSI 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 		$2.36M Sell
23,841
-518
-2% -$51.3K 0.55% 33
2026
Q1 		$2.42M Buy
24,359
+13,327
+121% +$1.33M 0.58% 30
2025
Q4 		$1.1M Buy
11,032
+3,619
+49% +$363K 0.28% 53
2025
Q3 		$743K Buy
7,413
+4,186
+130% +$415K 0.19% 61
2025
Q2 		$320K Buy
3,227
+2,548
+375% +$250K 0.16% 77
2025
Q1 		$67.2K Sell
679
-540
-44% -$52.8K 0.02% 205
2024
Q4 		$118K Sell
1,219
-305
-20% -$30K 0.04% 168
2024
Q3 		$154K Buy
1,524
+1
+0.1% +$100 0.05% 145
2024
Q2 		$148K Sell
1,523
-293
-16% -$28.3K 0.05% 148
2024
Q1 		$178K Buy
1,816
+20
+1% +$1.96K 0.06% 136
2023
Q4 		$178K Buy
1,796
+502
+39% +$47.8K 0.07% 138
2023
Q3 		$122K Buy
1,294
+80
+7% +$7.71K 0.05% 163
2023
Q2 		$119K Buy
1,214
+332
+38% +$32.8K 0.05% 155
2023
Q1 		$87.9K Buy
882
+50
+6% +$4.94K 0.04% 167
2022
Q4 		$80.7K Hold
832
– – 0.04% 170
2022
Q3 		$80K Buy
832
+167
+25% +$16.9K 0.04% 175
2022
Q2 		$68K Sell
665
-224
-25% -$23K 0.03% 209
2022
Q1 		$95K Sell
889
-276
-24% -$30.4K 0.04% 203
2021
Q4 		$133K Buy
1,165
+11
+1% +$1.26K 0.05% 177
2021
Q3 		$133K Buy
+1,154
New +$134K 0.06% 168
2020
Q1 		– Sell
-1,206
Closed -$135K – 121
2019
Q4 		$135K Buy
+1,206
New +$136K 0.09% 160

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PSI Advisors's AGG Position: Q2 2026 in Review

PSI Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.1% in Q2 2026, selling an estimated $51.3K and leaving 23,841 shares worth $2.36M. The position accounts for 0.55% of the portfolio, ranked #33.

PSI Advisors first reported a position in AGG in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.42M in Q1 2026. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • PSI Advisors held 23,841 shares of iShares Core US Aggregate Bond ETF worth $2.36M as of Q2 2026.
  • PSI Advisors sold 518 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $51.3K.
  • iShares Core US Aggregate Bond ETF made up 0.55% of PSI Advisors's portfolio in Q2 2026, its #33 holding.
  • PSI Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 21 quarters since.
  • PSI Advisors's iShares Core US Aggregate Bond ETF position peaked at $2.42M in Q1 2026.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.