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

Sandy Cove 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 		$12.1M Sell
121,827
-13,096
-10% -$1.3M 3.02% 9
2026
Q1 		$13.4M Buy
134,923
+1,356
+1% +$136K 4.01% 8
2025
Q4 		$13.3M Sell
133,567
-17,584
-12% -$1.76M 3.95% 8
2025
Q3 		$15.2M Buy
151,151
+1,091
+0.7% +$108K 4.84% 4
2025
Q2 		$14.9M Buy
150,060
+1,178
+0.8% +$115K 5.38% 3
2025
Q1 		$14.7M Buy
148,882
+3,107
+2% +$304K 5.92% 3
2024
Q4 		$14.1M Buy
145,775
+3,513
+2% +$346K 5.55% 4
2024
Q3 		$14.4M Buy
142,262
+42,349
+42% +$4.23M 5.88% 3
2024
Q2 		$9.7M Buy
99,913
+9,479
+10% +$915K 4.32% 7
2024
Q1 		$8.86M Buy
90,434
+7,566
+9% +$740K 4.08% 6
2023
Q4 		$8.22M Buy
82,868
+5,751
+7% +$547K 4.21% 6
2023
Q3 		$7.25M Sell
77,117
-2,980
-4% -$287K 4.2% 7
2023
Q2 		$7.85M Buy
+80,097
New +$7.92M 4.46% 6

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sandy Cove Advisors's AGG Position: Q2 2026 in Review

Sandy Cove Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 9.7% in Q2 2026, selling an estimated $1.3M and leaving 121,827 shares worth $12.1M. The position accounts for 3.02% of the portfolio, ranked #9.

Sandy Cove Advisors first reported a position in AGG in Q2 2023 and has held it in 13 quarters since. The position peaked at $15.2M in Q3 2025. 2,079 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Sandy Cove Advisors held 121,827 shares of iShares Core US Aggregate Bond ETF worth $12.1M as of Q2 2026.
  • Sandy Cove Advisors sold 13,096 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.3M.
  • iShares Core US Aggregate Bond ETF made up 3.02% of Sandy Cove Advisors's portfolio in Q2 2026, its #9 holding.
  • Sandy Cove Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Sandy Cove Advisors's iShares Core US Aggregate Bond ETF position peaked at $15.2M in Q3 2025.
  • 2,079 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.