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

Skyline 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 		$733K Sell
7,407
-8,437
-53% -$835K 0.23% 59
2026
Q1 		$1.57M Sell
15,844
-2,937
-16% -$294K 0.55% 36
2025
Q4 		$1.88M Sell
18,781
-295
-2% -$29.6K 0.63% 23
2025
Q3 		$1.91M Buy
19,076
+232
+1% +$23K 0.66% 22
2025
Q2 		$1.87M Sell
18,844
-1,002
-5% -$98.2K 0.69% 24
2025
Q1 		$1.96M Buy
19,846
+222
+1% +$21.7K 0.77% 20
2024
Q4 		$1.9M Sell
19,624
-146,056
-88% -$14.4M 0.74% 21
2024
Q3 		$16.8M Buy
165,680
+42
+0% +$4.19K 6.91% 5
2024
Q2 		$16.1M Buy
165,638
+6,575
+4% +$635K 6.99% 5
2024
Q1 		$15.6M Buy
159,063
+1,352
+0.9% +$132K 6.97% 5
2023
Q4 		$15.7M Buy
+157,711
New +$15M 7.47% 4

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

Skyline Advisors's AGG Position: Q2 2026 in Review

Skyline Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 53% in Q2 2026, selling an estimated $835K and leaving 7,407 shares worth $733K. The position accounts for 0.23% of the portfolio, ranked #59.

Skyline Advisors first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.8M in Q3 2024. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Skyline Advisors held 7,407 shares of iShares Core US Aggregate Bond ETF worth $733K as of Q2 2026.
  • Skyline Advisors sold 8,437 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $835K.
  • iShares Core US Aggregate Bond ETF made up 0.23% of Skyline Advisors's portfolio in Q2 2026, its #59 holding.
  • Skyline Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Skyline Advisors's iShares Core US Aggregate Bond ETF position peaked at $16.8M in Q3 2024.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.