Salomon & Ludwin’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Salomon & Ludwin’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	$177K	Hold	1,800	–	–	0.01%	186
2026 Q1	$179K	Sell	1,800 -111	-6%	-$11.1K	0.02%	176
2025 Q4	$191K	Hold	1,911	–	–	0.02%	172
2025 Q3	$191K	Buy	1,911 +1,850	+3,033%	+$184K	0.02%	169
2025 Q2	$6.02K	Sell	61 -18	-23%	-$1.76K	﹤0.01%	542
2025 Q1	$7.82K	Hold	79	–	–	﹤0.01%	481
2024 Q4	$7.66K	Hold	79	–	–	﹤0.01%	476
2024 Q3	$8K	Hold	79	–	–	﹤0.01%	483
2024 Q2	$7.67K	Hold	79	–	–	﹤0.01%	478
2024 Q1	$7.74K	Buy	79 +37	+88%	+$3.62K	﹤0.01%	582
2023 Q4	$3.95K	Hold	42	–	–	﹤0.01%	601
2023 Q3	$3.95K	Buy	+42	New	+$4.04K	﹤0.01%	599
2020 Q2	–	Sell	-683	Closed	-$79K	–	73
2020 Q1	$79K	Hold	683	–	–	0.02%	73
2019 Q4	$77K	Buy	+683	New	+$77K	0.02%	90

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

Salomon & Ludwin's AGG Position: Q2 2026 in Review

Salomon & Ludwin held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 1,800 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #186.

Salomon & Ludwin first reported a position in AGG in Q4 2019 and has held it in 14 quarters since. The position peaked at $191K in Q3 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Salomon & Ludwin held 1,800 shares of iShares Core US Aggregate Bond ETF worth $177K as of Q2 2026.
Salomon & Ludwin left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #186 holding.
Salomon & Ludwin first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 14 quarters since.
Salomon & Ludwin's iShares Core US Aggregate Bond ETF position peaked at $191K in Q3 2025.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.