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SC&H Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

SC&H Financial 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 		$3.1M Sell
31,344
-2,272
-7% -$225K 0.41% 32
2026
Q1 		$3.34M Buy
33,616
+4,761
+16% +$476K 0.5% 29
2025
Q4 		$2.88M Buy
28,855
+2,471
+9% +$248K 0.45% 30
2025
Q3 		$2.65M Buy
26,384
+4,027
+18% +$400K 0.43% 31
2025
Q2 		$2.22M Buy
22,357
+1,331
+6% +$130K 0.38% 36
2025
Q1 		$2.08M Buy
21,026
+3,119
+17% +$305K 0.41% 34
2024
Q4 		$1.74M Sell
17,907
-1,222
-6% -$120K 0.36% 37
2024
Q3 		$1.94M Buy
19,129
+87
+0.5% +$8.68K 0.42% 34
2024
Q2 		$1.85M Buy
19,042
+2,975
+19% +$287K 0.45% 34
2024
Q1 		$1.57M Sell
16,067
-1,239
-7% -$121K 0.41% 37
2023
Q4 		$1.72M Buy
17,306
+1,113
+7% +$106K 0.5% 35
2023
Q3 		$1.52M Buy
16,193
+936
+6% +$90.1K 0.51% 34
2023
Q2 		$1.49M Buy
15,257
+799
+6% +$79K 0.49% 34
2023
Q1 		$1.44M Buy
14,458
+1,938
+15% +$192K 0.53% 34
2022
Q4 		$1.21M Sell
12,520
-588
-4% -$56.9K 0.5% 41
2022
Q3 		$1.26M Sell
13,108
-3,070
-19% -$310K 0.63% 34
2022
Q2 		$1.65M Buy
16,178
+4,420
+38% +$454K 0.77% 26
2022
Q1 		$1.26M Buy
11,758
+5,067
+76% +$558K 0.6% 36
2021
Q4 		$763K Buy
+6,691
New +$765K 0.42% 55

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

SC&H Financial Advisors's AGG Position: Q2 2026 in Review

SC&H Financial Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 6.8% in Q2 2026, selling an estimated $225K and leaving 31,344 shares worth $3.1M. The position accounts for 0.41% of the portfolio, ranked #32.

SC&H Financial Advisors first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.34M in Q1 2026. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • SC&H Financial Advisors held 31,344 shares of iShares Core US Aggregate Bond ETF worth $3.1M as of Q2 2026.
  • SC&H Financial Advisors sold 2,272 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $225K.
  • iShares Core US Aggregate Bond ETF made up 0.41% of SC&H Financial Advisors's portfolio in Q2 2026, its #32 holding.
  • SC&H Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • SC&H Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $3.34M in Q1 2026.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.