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Quad-Cities Investment Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Quad-Cities Investment 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 		– Sell
-3,488
Closed -$346K – 211
2026
Q1 		$346K Buy
+3,488
New +$349K 0.14% 146
2023
Q4 		– Sell
-2,450
Closed -$230K – 175
2023
Q3 		$230K Sell
2,450
-1,639
-40% -$158K 0.15% 145
2023
Q2 		$401K Sell
4,089
-467
-10% -$46.2K 0.26% 95
2023
Q1 		$454K Sell
4,556
-3,914
-46% -$387K 0.31% 77
2022
Q4 		$822K Sell
8,470
-3,892
-31% -$376K 0.61% 42
2022
Q3 		$1.19M Buy
12,362
+782
+7% +$79.1K 0.92% 27
2022
Q2 		$1.18M Buy
11,580
+1,262
+12% +$130K 0.87% 28
2022
Q1 		$1.1M Buy
10,318
+486
+5% +$53.5K 0.71% 38
2021
Q4 		$1.12M Sell
9,832
-783
-7% -$89.6K 0.7% 36
2021
Q3 		$1.22M Sell
10,615
-52
-0.5% -$6.03K 0.85% 29
2021
Q2 		$1.23M Buy
10,667
+258
+2% +$29.6K 0.84% 29
2021
Q1 		$1.19M Buy
10,409
+1,103
+12% +$128K 0.9% 29
2020
Q4 		$1.1M Buy
9,306
+811
+10% +$95.5K 0.9% 27
2020
Q3 		$1M Buy
8,495
+1,712
+25% +$203K 0.96% 26
2020
Q2 		$802K Buy
6,783
+2,399
+55% +$281K 0.82% 33
2020
Q1 		$506K Buy
4,384
+662
+18% +$75.4K 0.65% 43
2019
Q4 		$419K Buy
3,722
+752
+25% +$84.7K 0.4% 78
2019
Q3 		$336K Buy
2,970
+697
+31% +$78.4K 0.28% 87
2019
Q2 		$253K Buy
2,273
+727
+47% +$79.5K 0.22% 105
2019
Q1 		$168K Buy
1,546
+991
+179% +$106K 0.15% 146
2018
Q4 		$59K Buy
555
+395
+247% +$41.4K 0.06% 278
2018
Q3 		$17K Hold
160
– – 0.02% 540
2018
Q2 		$17K Buy
+160
New +$17K 0.02% 551

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Quad-Cities Investment Group's AGG Position: Q2 2026 in Review

Quad-Cities Investment Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 3,488 shares — an estimated $346K sold.

Quad-Cities Investment Group first reported a position in AGG in Q2 2018 and held it in 23 quarters. The position peaked at $1.23M in Q2 2021. 574 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Quad-Cities Investment Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Quad-Cities Investment Group sold 3,488 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $346K.
  • Quad-Cities Investment Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2018 and held it in 23 quarters.
  • Quad-Cities Investment Group's iShares Core US Aggregate Bond ETF position peaked at $1.23M in Q2 2021.
  • 574 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Quad-Cities Investment Group's 13F filing for Q2 2026, filed 7 Jul 2026.