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Sittner & Nelson’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sittner & Nelson’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 		– Sell
-117
Closed -$11.6K – 615
2026
Q1 		$11.6K Hold
117
– – ﹤0.01% 424
2025
Q4 		$11.7K Buy
+117
New +$11.7K ﹤0.01% 394
2024
Q2 		– Sell
-67
Closed -$6.56K – 454
2024
Q1 		$6.56K Buy
+67
New +$6.56K ﹤0.01% 375

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

Sittner & Nelson's AGG Position: Q2 2026 in Review

Sittner & Nelson sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 117 shares — an estimated $11.6K sold.

Sittner & Nelson first reported a position in AGG in Q1 2024 and held it in 3 quarters. The position peaked at $11.7K in Q4 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Sittner & Nelson reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sittner & Nelson sold 117 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $11.6K.
  • Sittner & Nelson first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and held it in 3 quarters.
  • Sittner & Nelson's iShares Core US Aggregate Bond ETF position peaked at $11.7K in Q4 2025.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.