SC
AGG icon

Savant Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Savant Capital’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 		$41.6M Buy
421,576
+292,947
+228% +$29M 0.12% 116
2026
Q1 		$12.8M Buy
128,629
+77,165
+150% +$7.72M 0.06% 163
2025
Q4 		$5.14M Sell
51,464
-1,985
-4% -$199K 0.03% 244
2025
Q3 		$5.36M Buy
53,449
+5,169
+11% +$513K 0.03% 229
2025
Q2 		$4.79M Buy
48,280
+4,585
+10% +$449K 0.03% 218
2025
Q1 		$4.32M Sell
43,695
-5,711
-12% -$558K 0.04% 210
2024
Q4 		$4.79M Buy
49,406
+17,021
+53% +$1.68M 0.04% 242
2024
Q3 		$3.28M Buy
32,385
+2,170
+7% +$216K 0.03% 303
2024
Q2 		$2.93M Buy
30,215
+5,355
+22% +$517K 0.03% 290
2024
Q1 		$2.43M Buy
24,860
+243
+1% +$23.8K 0.03% 311
2023
Q4 		$2.44M Sell
24,617
-8,343
-25% -$794K 0.03% 254
2023
Q3 		$3.1M Sell
32,960
-283
-0.9% -$27.3K 0.05% 210
2023
Q2 		$3.26M Buy
33,243
+13,676
+70% +$1.35M 0.05% 206
2023
Q1 		$1.95M Buy
19,567
+818
+4% +$80.8K 0.04% 217
2022
Q4 		$1.75M Sell
18,749
-3,768
-17% -$364K 0.04% 183
2022
Q3 		$2.17M Buy
22,517
+1,687
+8% +$171K 0.07% 142
2022
Q2 		$2.12M Sell
20,830
-8,029
-28% -$825K 0.06% 146
2022
Q1 		$3.09M Sell
28,859
-5,922
-17% -$652K 0.1% 112
2021
Q4 		$3.97M Sell
34,781
-161
-0.5% -$18.4K 0.13% 93
2021
Q3 		$4.01M Sell
34,942
-2,097
-6% -$243K 0.15% 79
2021
Q2 		$4.27M Buy
37,039
+1,873
+5% +$215K 0.17% 68
2021
Q1 		$4M Buy
35,166
+1,232
+4% +$143K 0.21% 68
2020
Q4 		$4.01M Buy
33,934
+2,927
+9% +$345K 0.23% 64
2020
Q3 		$3.66M Buy
31,007
+105
+0.3% +$12.5K 0.25% 63
2020
Q2 		$3.65M Sell
30,902
-1,481
-5% -$173K 0.28% 64
2020
Q1 		$3.74M Buy
32,383
+452
+1% +$51.5K 0.35% 58
2019
Q4 		$3.59M Sell
31,931
-375
-1% -$42.3K 0.44% 54
2019
Q3 		$3.66M Buy
32,306
+1,385
+4% +$156K 0.51% 48
2019
Q2 		$3.44M Buy
+30,921
New +$3.38M 0.49% 47

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

Savant Capital's AGG Position: Q2 2026 in Review

Savant Capital increased its iShares Core US Aggregate Bond ETF (AGG) stake by 228% in Q2 2026, buying an estimated $29M and bringing the position to 421,576 shares worth $41.6M. The position accounts for 0.12% of the portfolio, ranked #116.

Savant Capital first reported a position in AGG in Q2 2019 and has held it in 29 quarters since. 2,078 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Savant Capital held 421,576 shares of iShares Core US Aggregate Bond ETF worth $41.6M as of Q2 2026.
  • Savant Capital bought 292,947 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $29M.
  • iShares Core US Aggregate Bond ETF made up 0.12% of Savant Capital's portfolio in Q2 2026, its #116 holding.
  • Savant Capital first reported a position in iShares Core US Aggregate Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • 2,078 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.