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

Sanctuary 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	$31.6M	Buy	319,381 +27,649	+9%	+$2.74M	0.15%	146
2026 Q1	$29M	Buy	291,732 +4,520	+2%	+$452K	0.16%	140
2025 Q4	$28.7M	Sell	287,212 -3,186	-1%	-$320K	0.16%	131
2025 Q3	$29.1M	Buy	290,398 +10,273	+4%	+$1.02M	0.17%	124
2025 Q2	$27.8M	Buy	280,125 +5,219	+2%	+$511K	0.17%	124
2025 Q1	$27.2M	Sell	274,906 -294,781	-52%	-$28.8M	0.19%	115
2024 Q4	$55.6M	Buy	569,687 +41,594	+8%	+$4.1M	0.35%	50
2024 Q3	$51.7M	Buy	528,093 +116,889	+28%	+$11.7M	0.33%	51
2024 Q2	$39.2M	Buy	+411,204	New	+$39.7M	0.28%	65

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

Sanctuary Advisors's AGG Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 9.5% in Q2 2026, buying an estimated $2.74M and bringing the position to 319,381 shares worth $31.6M. The position accounts for 0.15% of the portfolio, ranked #146.

Sanctuary Advisors first reported a position in AGG in Q2 2024 and has held it in 9 quarters since. The position peaked at $55.6M in Q4 2024. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Sanctuary Advisors held 319,381 shares of iShares Core US Aggregate Bond ETF worth $31.6M as of Q2 2026.
Sanctuary Advisors bought 27,649 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.74M.
iShares Core US Aggregate Bond ETF made up 0.15% of Sanctuary Advisors's portfolio in Q2 2026, its #146 holding.
Sanctuary Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's iShares Core US Aggregate Bond ETF position peaked at $55.6M in Q4 2024.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.