Sentinel Pension Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sentinel Pension 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	$365K	Sell	3,717 -289	-7%	-$28.6K	0.05%	111
2026 Q1	$398K	Buy	4,006 +329	+9%	+$32.9K	0.06%	96
2025 Q4	$367K	Buy	3,677 +35	+1%	+$3.51K	0.06%	102
2025 Q3	$365K	Buy	3,642 +15	+0.4%	+$1.49K	0.06%	94
2025 Q2	$360K	Sell	3,627 -531	-13%	-$52K	0.06%	95
2025 Q1	$411K	Buy	4,158 +831	+25%	+$81.2K	0.08%	83
2024 Q4	$322K	Sell	3,327 -1,153	-26%	-$114K	0.06%	87
2024 Q3	$454K	Buy	4,480 +164	+4%	+$16.4K	0.09%	81
2024 Q2	$419K	Sell	4,316 -205	-5%	-$19.8K	0.09%	77
2024 Q1	$443K	Sell	4,521 -71	-2%	-$6.95K	0.09%	70
2023 Q4	$456K	Sell	4,592 -28	-0.6%	-$2.67K	0.11%	64
2023 Q3	$434K	Sell	4,620 -21	-0.5%	-$2.02K	0.11%	68
2023 Q2	$455K	Buy	4,641 +30	+0.7%	+$2.97K	0.11%	68
2023 Q1	$464K	Sell	4,611 -46	-1%	-$4.55K	0.12%	65
2022 Q4	$452K	Buy	4,657 +29	+0.6%	+$2.81K	0.14%	60
2022 Q3	$446K	Sell	4,628 -14,940	-76%	-$1.51M	0.16%	61
2022 Q2	$1.99M	Buy	19,568 +11,850	+154%	+$1.22M	0.67%	28
2022 Q1	$827K	Sell	7,718 -1,395	-15%	-$154K	0.28%	51
2021 Q4	$1.04M	Buy	9,113 +445	+5%	+$50.9K	0.33%	47
2021 Q3	$995K	Sell	8,668 -385	-4%	-$44.6K	0.34%	45
2021 Q2	$1.04M	Sell	9,053 -11,901	-57%	-$1.36M	0.37%	45
2021 Q1	$1.25M	Buy	20,954 +11,982	+134%	+$1.39M	0.46%	35
2020 Q4	$1.06M	Sell	8,972 -595	-6%	-$70.1K	0.39%	43
2020 Q3	$1.13M	Buy	9,567 +629	+7%	+$74.6K	0.44%	41
2020 Q2	$1.06M	Sell	8,938 -2,719	-23%	-$318K	0.44%	39
2020 Q1	$1.34M	Sell	11,657 -682	-6%	-$77.7K	0.65%	32
2019 Q4	$1.39M	Buy	+12,339	New	+$1.39M	0.9%	22

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

Sentinel Pension Advisors's AGG Position: Q2 2026 in Review

Sentinel Pension Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 7.2% in Q2 2026, selling an estimated $28.6K and leaving 3,717 shares worth $365K. The position accounts for 0.05% of the portfolio, ranked #111.

Sentinel Pension Advisors first reported a position in AGG in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.99M in Q2 2022. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Sentinel Pension Advisors held 3,717 shares of iShares Core US Aggregate Bond ETF worth $365K as of Q2 2026.
Sentinel Pension Advisors sold 289 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $28.6K.
iShares Core US Aggregate Bond ETF made up 0.05% of Sentinel Pension Advisors's portfolio in Q2 2026, its #111 holding.
Sentinel Pension Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 27 quarters since.
Sentinel Pension Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.99M in Q2 2022.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.