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Silver Coast Investments’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Silver Coast Investments’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 		$9.69M Buy
97,875
+4,378
+5% +$433K 2.88% 8
2026
Q1 		$9.28M Buy
93,497
+3,399
+4% +$340K 2.96% 9
2025
Q4 		$9M Buy
90,098
+1,703
+2% +$171K 3.1% 9
2025
Q3 		$8.86M Buy
88,395
+2,108
+2% +$209K 3.04% 9
2025
Q2 		$8.56M Sell
86,287
-83,258
-49% -$8.16M 3.11% 9
2025
Q1 		$16.8M Sell
169,545
-3,664
-2% -$358K 6.36% 4
2024
Q4 		$16.8M Buy
173,209
+1,340
+0.8% +$132K 6.35% 4
2024
Q3 		$17.4M Buy
171,869
+5,179
+3% +$517K 6.41% 4
2024
Q2 		$16.2M Sell
166,690
-24,820
-13% -$2.4M 6.62% 4
2024
Q1 		$18.8M Buy
191,510
+11,838
+7% +$1.16M 7.66% 4
2023
Q4 		$17.8M Buy
+179,672
New +$17.1M 8.1% 5

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

Silver Coast Investments's AGG Position: Q2 2026 in Review

Silver Coast Investments increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.7% in Q2 2026, buying an estimated $433K and bringing the position to 97,875 shares worth $9.69M. The position accounts for 2.88% of the portfolio, ranked #8.

Silver Coast Investments first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.8M in Q1 2024. 2,080 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Silver Coast Investments held 97,875 shares of iShares Core US Aggregate Bond ETF worth $9.69M as of Q2 2026.
  • Silver Coast Investments bought 4,378 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $433K.
  • iShares Core US Aggregate Bond ETF made up 2.88% of Silver Coast Investments's portfolio in Q2 2026, its #8 holding.
  • Silver Coast Investments first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Silver Coast Investments's iShares Core US Aggregate Bond ETF position peaked at $18.8M in Q1 2024.
  • 2,080 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Silver Coast Investments's 13F filing for Q2 2026, filed 24 Jul 2026.