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

SkyView 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 Q1	–	Sell	-2,012	Closed	-$201K	–	303
2025 Q4	$201K	Hold	2,012	–	–	0.03%	282
2025 Q3	$202K	Buy	+2,012	New	+$200K	0.03%	266
2025 Q2	–	Sell	-3,012	Closed	-$298K	–	324
2025 Q1	$298K	Hold	3,012	–	–	0.04%	234
2024 Q4	$292K	Sell	3,012 -3,988	-57%	-$393K	0.05%	214
2024 Q3	$709K	Buy	+7,000	New	+$698K	0.12%	136
2023 Q4	–	Sell	-3,000	Closed	-$282K	–	157
2023 Q3	$282K	Sell	3,000 -3,292	-52%	-$317K	0.11%	222
2023 Q2	$616K	Buy	6,292 +1,500	+31%	+$148K	0.15%	179
2023 Q1	$477K	Buy	4,792 +1,298	+37%	+$128K	0.11%	228
2022 Q4	$339K	Sell	3,494 -1,084	-24%	-$105K	0.1%	256
2022 Q3	$441K	Buy	+4,578	New	+$463K	0.13%	246

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SkyView Investment Advisors's AGG Position: Q1 2026 in Review

SkyView Investment Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q1 2026, closing a stake of 2,012 shares — an estimated $201K sold.

SkyView Investment Advisors first reported a position in AGG in Q3 2022 and held it in 10 quarters. The position peaked at $709K in Q3 2024. 2,079 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

SkyView Investment Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
SkyView Investment Advisors sold 2,012 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $201K.
SkyView Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and held it in 10 quarters.
SkyView Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $709K in Q3 2024.
2,079 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on SkyView Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.