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

Sachetta’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
-165
Closed -$16.4K – 1028
2026
Q1 		$16.4K Buy
+165
New +$16.5K 0.01% 340
2025
Q4 		– Sell
-3,671
Closed -$368K – 1030
2025
Q3 		$368K Hold
3,671
– – 0.14% 113
2025
Q2 		$364K Hold
3,671
– – 0.14% 109
2025
Q1 		$363K Sell
3,671
-1
-0% -$98 0.15% 102
2024
Q4 		$356K Buy
3,672
+779
+27% +$76.7K 0.14% 107
2024
Q3 		$293K Hold
2,893
– – 0.12% 125
2024
Q2 		$285K Buy
2,893
+336
+13% +$32.4K 0.12% 125
2024
Q1 		$254K Buy
2,557
+15
+0.6% +$1.47K 0.12% 123
2023
Q4 		$252K Buy
+2,542
New +$242K 0.12% 123

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

Sachetta's AGG Position: Q2 2026 in Review

Sachetta sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 165 shares — an estimated $16.4K sold.

Sachetta first reported a position in AGG in Q4 2023 and held it in 9 quarters. The position peaked at $368K in Q3 2025. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Sachetta reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sachetta sold 165 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $16.4K.
  • Sachetta first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and held it in 9 quarters.
  • Sachetta's iShares Core US Aggregate Bond ETF position peaked at $368K in Q3 2025.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.