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Salem Investment Counselors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Salem Investment Counselors’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 		$3.7M Sell
37,340
-5,733
-13% -$567K 0.09% 130
2026
Q1 		$4.28M Buy
43,073
+1,678
+4% +$168K 0.13% 101
2025
Q4 		$4.13M Sell
41,395
-1,275
-3% -$128K 0.12% 104
2025
Q3 		$4.28M Buy
42,670
+5,932
+16% +$589K 0.12% 98
2025
Q2 		$3.64M Buy
36,738
+3,119
+9% +$306K 0.12% 109
2025
Q1 		$3.33M Buy
33,619
+2,690
+9% +$263K 0.12% 109
2024
Q4 		$3M Buy
30,929
+1,838
+6% +$181K 0.1% 115
2024
Q3 		$2.95M Buy
29,091
+3,685
+15% +$368K 0.09% 122
2024
Q2 		$2.47M Buy
25,406
+11,184
+79% +$1.08M 0.08% 132
2024
Q1 		$1.39M Buy
14,222
+2,744
+24% +$269K 0.05% 176
2023
Q4 		$1.14M Buy
11,478
+2,531
+28% +$241K 0.04% 175
2023
Q3 		$841K Buy
8,947
+8,516
+1,976% +$820K 0.03% 191
2023
Q2 		$42.2K Sell
431
-149
-26% -$14.7K ﹤0.01% 550
2023
Q1 		$57.8K Buy
580
+7
+1% +$692 ﹤0.01% 503
2022
Q4 		$55.6K Sell
573
-214
-27% -$20.7K ﹤0.01% 500
2022
Q3 		$76K Sell
787
-17
-2% -$1.72K ﹤0.01% 424
2022
Q2 		$82K Buy
804
+33
+4% +$3.39K ﹤0.01% 430
2022
Q1 		$83K Sell
771
-597
-44% -$65.7K ﹤0.01% 436
2021
Q4 		$156K Buy
1,368
+604
+79% +$69.1K 0.01% 398
2021
Q3 		$88K Sell
764
-568
-43% -$65.8K ﹤0.01% 427
2021
Q2 		$154K Buy
1,332
+158
+13% +$18.1K 0.01% 358
2021
Q1 		$134K Buy
1,174
+3
+0.3% +$347 0.01% 332
2020
Q4 		$138K Buy
1,171
+26
+2% +$3.06K 0.01% 312
2020
Q3 		$135K Sell
1,145
-67
-6% -$7.95K 0.01% 270
2020
Q2 		$143K Hold
1,212
– – 0.01% 265
2020
Q1 		$140K Buy
1,212
+5
+0.4% +$570 0.01% 257
2019
Q4 		$136K Buy
1,207
+21
+2% +$2.37K 0.01% 278
2019
Q3 		$134K Buy
1,186
+199
+20% +$22.4K 0.01% 274
2019
Q2 		$110K Buy
+987
New +$108K 0.01% 290
2017
Q2 		– Sell
-371
Closed -$40K – 658
2017
Q1 		$40K Buy
+371
New +$40.1K ﹤0.01% 405
2016
Q4 		– Sell
-356
Closed -$400 – 671
2016
Q3 		$400 Buy
+356
New +$40K 0.01% 335

Other funds holding AGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Salem Investment Counselors's AGG Position: Q2 2026 in Review

Salem Investment Counselors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 13% in Q2 2026, selling an estimated $567K and leaving 37,340 shares worth $3.7M. The position accounts for 0.09% of the portfolio, ranked #130.

Salem Investment Counselors first reported a position in AGG in Q3 2016 and has held it in 31 quarters since. The position peaked at $4.28M in Q3 2025. 1,174 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Salem Investment Counselors held 37,340 shares of iShares Core US Aggregate Bond ETF worth $3.7M as of Q2 2026.
  • Salem Investment Counselors sold 5,733 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $567K.
  • iShares Core US Aggregate Bond ETF made up 0.09% of Salem Investment Counselors's portfolio in Q2 2026, its #130 holding.
  • Salem Investment Counselors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2016 and has held it in 31 quarters since.
  • Salem Investment Counselors's iShares Core US Aggregate Bond ETF position peaked at $4.28M in Q3 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.