SageView Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

SageView Advisory 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	$350M	Sell	3,533,005 -177,449	-5%	-$17.6M	11.46%	1
2026 Q1	$368M	Buy	3,710,454 +86,702	+2%	+$8.67M	13.46%	1
2025 Q4	$362M	Buy	3,623,752 +268,605	+8%	+$27M	12.24%	1
2025 Q3	$336M	Buy	3,355,147 +44,064	+1%	+$4.37M	11.61%	1
2025 Q2	$326M	Sell	3,311,083 -80,157	-2%	-$7.85M	12.31%	1
2025 Q1	$335M	Buy	3,391,240 +247,247	+8%	+$24.2M	14.3%	1
2024 Q4	$305M	Buy	3,143,993 +369,596	+13%	+$36.4M	13.11%	1
2024 Q3	$281M	Buy	+2,774,397	New	+$277M	14.26%	1
2024 Q2	–	Sell	-5,392	Closed	-$520K	–	1
2024 Q1	$501K	Buy	+5,392	New	+$528K	0.03%	322
2023 Q4	–	Sell	-2,343,698	Closed	-$223M	–	1
2023 Q3	$220M	Buy	2,343,698 +209,931	+10%	+$20.2M	12.63%	1
2023 Q2	$209M	Buy	2,133,767 +323,893	+18%	+$32M	11.64%	1
2023 Q1	$180M	Buy	1,809,874 +475,945	+36%	+$47M	11.5%	1
2022 Q4	$129M	Buy	+1,333,929	New	+$129M	10.51%	1

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

SageView Advisory Group's AGG Position: Q2 2026 in Review

SageView Advisory Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 4.8% in Q2 2026, selling an estimated $17.6M and leaving 3,533,005 shares worth $350M. The position accounts for 11.46% of the portfolio, ranked #1.

SageView Advisory Group first reported a position in AGG in Q4 2022 and has held it in 13 quarters since. The position peaked at $368M in Q1 2026. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

SageView Advisory Group held 3,533,005 shares of iShares Core US Aggregate Bond ETF worth $350M as of Q2 2026.
SageView Advisory Group sold 177,449 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $17.6M.
iShares Core US Aggregate Bond ETF made up 11.46% of SageView Advisory Group's portfolio in Q2 2026, its #1 holding.
SageView Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $368M in Q1 2026.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.