SeaCrest Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

SeaCrest Wealth Management’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	$352K	Buy	3,557 +949	+36%	+$93.9K	0.04%	374
2026 Q1	$259K	Sell	2,608 -45	-2%	-$4.5K	0.03%	506
2025 Q4	$266K	Buy	+2,653	New	+$266K	0.03%	500
2022 Q3	–	Sell	-1,310	Closed	-$133K	–	642
2022 Q2	$133K	Buy	+1,310	New	+$135K	0.02%	751
2019 Q2	–	Sell	-1,226	Closed	-$134K	–	545
2019 Q1	$134K	Buy	1,226 +2	+0.2%	+$214	0.02%	594
2018 Q4	$130K	Sell	1,224 -43	-3%	-$4.51K	0.03%	565
2018 Q3	$134K	Sell	1,267 -249	-16%	-$26.4K	0.02%	650
2018 Q2	$161K	Sell	1,516 -77	-5%	-$8.16K	0.03%	567
2018 Q1	$171K	Sell	1,593 -1,571	-50%	-$169K	0.03%	530
2017 Q4	$346K	Buy	+3,164	New	+$346K	0.06%	334

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

SeaCrest Wealth Management's AGG Position: Q2 2026 in Review

SeaCrest Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 36% in Q2 2026, buying an estimated $93.9K and bringing the position to 3,557 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #374.

SeaCrest Wealth Management first reported a position in AGG in Q4 2017 and has held it in 10 quarters since. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

SeaCrest Wealth Management held 3,557 shares of iShares Core US Aggregate Bond ETF worth $352K as of Q2 2026.
SeaCrest Wealth Management bought 949 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $93.9K.
iShares Core US Aggregate Bond ETF made up 0.04% of SeaCrest Wealth Management's portfolio in Q2 2026, its #374 holding.
SeaCrest Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 10 quarters since.
2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.