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Signature Estate & Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Signature Estate & Investment 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 		$202K Sell
2,041
-488
-19% -$48.3K ﹤0.01% 651
2026
Q1 		$251K Sell
2,529
-1,448
-36% -$145K 0.01% 570
2025
Q4 		$397K Buy
3,977
+590
+17% +$59.2K 0.01% 434
2025
Q3 		$340K Sell
3,387
-268
-7% -$26.6K 0.01% 463
2025
Q2 		$363K Sell
3,655
-1,900
-34% -$186K 0.01% 416
2025
Q1 		$549K Sell
5,555
-439
-7% -$42.9K 0.01% 323
2024
Q4 		$581K Sell
5,994
-3,203
-35% -$315K 0.01% 305
2024
Q3 		$931K Sell
9,197
-1,176
-11% -$117K 0.02% 216
2024
Q2 		$1.01M Buy
+10,373
New +$1M 0.03% 200
2024
Q1 		– Sell
-264,606
Closed -$26.3M – 177
2023
Q4 		$26.3M Buy
264,606
+245,661
+1,297% +$23.4M 0.77% 32
2023
Q3 		$1.78M Buy
18,945
+6,592
+53% +$635K 0.06% 76
2023
Q2 		$1.21M Sell
12,353
-16,965
-58% -$1.68M 0.04% 89
2023
Q1 		$2.92M Sell
29,318
-774,365
-96% -$76.5M 0.1% 63
2022
Q4 		$78M Buy
803,683
+777,177
+2,932% +$75.2M 2.8% 8
2022
Q3 		$2.55M Buy
26,506
+13,705
+107% +$1.39M 0.12% 60
2022
Q2 		$1.3M Sell
12,801
-685
-5% -$70.4K 0.07% 78
2022
Q1 		$1.44M Sell
13,486
-30,188
-69% -$3.32M 0.07% 79
2021
Q4 		$4.98M Buy
43,674
+19,688
+82% +$2.25M 0.22% 46
2021
Q3 		$2.75M Sell
23,986
-1,658,371
-99% -$192M 0.13% 57
2021
Q2 		$194M Buy
1,682,357
+257,174
+18% +$29.5M 8.71% 2
2021
Q1 		$162M Buy
1,425,183
+389,793
+38% +$45.1M 7.9% 2
2020
Q4 		$122M Buy
1,035,390
+554,549
+115% +$65.3M 6.61% 3
2020
Q3 		$56.8M Buy
480,841
+272,650
+131% +$32.3M 3.52% 5
2020
Q2 		$24.6M Buy
+208,191
New +$24.4M 1.74% 23
2015
Q4 		– Sell
-1,183
Closed -$130K – 123
2015
Q3 		$130K Buy
+1,183
New +$129K 0.03% 98

Other funds holding AGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Signature Estate & Investment Advisors's AGG Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 19% in Q2 2026, selling an estimated $48.3K and leaving 2,041 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Signature Estate & Investment Advisors first reported a position in AGG in Q3 2015 and has held it in 25 quarters since. The position peaked at $194M in Q2 2021. 1,470 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Signature Estate & Investment Advisors held 2,041 shares of iShares Core US Aggregate Bond ETF worth $202K as of Q2 2026.
  • Signature Estate & Investment Advisors sold 488 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $48.3K.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #651 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2015 and has held it in 25 quarters since.
  • Signature Estate & Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $194M in Q2 2021.
  • 1,470 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.