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

Sage Mountain 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	$1.22M	Buy	12,326 +1	+0%	+$99	0.08%	89
2026 Q1	$1.22M	Buy	12,325 +648	+6%	+$64.8K	0.09%	86
2025 Q4	$1.17M	Buy	11,677 +435	+4%	+$43.6K	0.06%	146
2025 Q3	$1.13M	Sell	11,242 -2,156	-16%	-$214K	0.06%	150
2025 Q2	$1.33M	Sell	13,398 -1,256	-9%	-$123K	0.09%	110
2025 Q1	$1.45M	Buy	14,654 +1,341	+10%	+$131K	0.11%	86
2024 Q4	$1.29M	Buy	13,313 +3,760	+39%	+$370K	0.09%	95
2024 Q3	$967K	Buy	9,553 +3,010	+46%	+$300K	0.08%	112
2024 Q2	$635K	Buy	6,543 +685	+12%	+$66.1K	0.06%	141
2024 Q1	$574K	Buy	5,858 +4,660	+389%	+$456K	0.06%	141
2023 Q4	$119K	Buy	+1,198	New	+$114K	0.01%	285
2021 Q1	–	Sell	-1,458	Closed	-$172K	–	462
2020 Q4	$172K	Buy	+1,458	New	+$172K	0.06%	188

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

Sage Mountain Advisors's AGG Position: Q2 2026 in Review

Sage Mountain Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.01% in Q2 2026, buying an estimated $99 and bringing the position to 12,326 shares worth $1.22M. The position accounts for 0.08% of the portfolio, ranked #89.

Sage Mountain Advisors first reported a position in AGG in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.45M in Q1 2025. 2,093 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Sage Mountain Advisors held 12,326 shares of iShares Core US Aggregate Bond ETF worth $1.22M as of Q2 2026.
Sage Mountain Advisors bought 1 iShares Core US Aggregate Bond ETF share in Q2 2026, an estimated $99.
iShares Core US Aggregate Bond ETF made up 0.08% of Sage Mountain Advisors's portfolio in Q2 2026, its #89 holding.
Sage Mountain Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 12 quarters since.
Sage Mountain Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.45M in Q1 2025.
2,093 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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