SAI
AGG icon

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

Savvy Advisors Inc’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 		$71.2M Buy
719,535
+43,832
+6% +$4.34M 1.51% 9
2026
Q1 		$67.1M Buy
675,703
+98,220
+17% +$9.83M 1.79% 9
2025
Q4 		$57.7M Buy
577,483
+107,820
+23% +$10.8M 1.86% 8
2025
Q3 		$47.1M Buy
469,663
+158,021
+51% +$15.7M 2.16% 8
2025
Q2 		$30.9M Buy
311,642
+261,662
+524% +$25.6M 2.06% 10
2025
Q1 		$4.94M Buy
49,980
+7,492
+18% +$732K 0.5% 38
2024
Q4 		$4.12M Buy
42,488
+8,045
+23% +$792K 0.5% 34
2024
Q3 		$3.49M Sell
34,443
-4,426
-11% -$442K 0.71% 25
2024
Q2 		$3.77M Buy
38,869
+22,523
+138% +$2.17M 1.23% 15
2024
Q1 		$1.6M Buy
16,346
+3,825
+31% +$374K 0.92% 19
2023
Q4 		$1.24M Buy
+12,521
New +$1.19M 1.21% 13

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

Savvy Advisors Inc's AGG Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares Core US Aggregate Bond ETF (AGG) stake by 6.5% in Q2 2026, buying an estimated $4.34M and bringing the position to 719,535 shares worth $71.2M. The position accounts for 1.51% of the portfolio, ranked #9.

Savvy Advisors Inc first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Savvy Advisors Inc held 719,535 shares of iShares Core US Aggregate Bond ETF worth $71.2M as of Q2 2026.
  • Savvy Advisors Inc bought 43,832 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $4.34M.
  • iShares Core US Aggregate Bond ETF made up 1.51% of Savvy Advisors Inc's portfolio in Q2 2026, its #9 holding.
  • Savvy Advisors Inc first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.