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

Soltis 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 		$3.1M Buy
31,288
+385
+1% +$38.1K 0.17% 127
2026
Q1 		$3.07M Sell
30,903
-28
-0.1% -$2.8K 0.19% 120
2025
Q4 		$3.09M Buy
30,931
+3,088
+11% +$310K 0.2% 114
2025
Q3 		$2.79M Buy
27,843
+2,936
+12% +$291K 0.19% 117
2025
Q2 		$2.47M Sell
24,907
-711
-3% -$69.7K 0.19% 113
2025
Q1 		$2.53M Buy
25,618
+1,282
+5% +$125K 0.23% 109
2024
Q4 		$2.36M Sell
24,336
-2,129
-8% -$210K 0.22% 112
2024
Q3 		$2.68M Sell
26,465
-4,216
-14% -$421K 0.26% 102
2024
Q2 		$2.98M Buy
30,681
+3,809
+14% +$368K 0.32% 89
2024
Q1 		$2.63M Sell
26,872
-2,315
-8% -$227K 0.29% 100
2023
Q4 		$2.9M Buy
29,187
+4,180
+17% +$398K 0.33% 89
2023
Q3 		$2.35M Sell
25,007
-5,815
-19% -$560K 0.3% 95
2023
Q2 		$3.02M Buy
30,822
+3,564
+13% +$352K 0.35% 81
2023
Q1 		$2.72M Sell
27,258
-13,730
-33% -$1.36M 0.35% 88
2022
Q4 		$3.98M Buy
40,988
+4,247
+12% +$411K 0.52% 54
2022
Q3 		$3.54M Sell
36,741
-337
-0.9% -$34.1K 0.53% 50
2022
Q2 		$3.77M Buy
37,078
+138
+0.4% +$14.2K 0.55% 43
2022
Q1 		$3.96M Sell
36,940
-3,474
-9% -$382K 0.55% 39
2021
Q4 		$4.61M Buy
40,414
+58
+0.1% +$6.63K 0.65% 31
2021
Q3 		$4.63M Buy
40,356
+3,160
+8% +$366K 0.72% 30
2021
Q2 		$4.29M Sell
37,196
-9,971
-21% -$1.14M 0.68% 29
2021
Q1 		$5.37M Sell
47,167
-9,258
-16% -$1.07M 0.98% 20
2020
Q4 		$6.67M Buy
56,425
+5,135
+10% +$605K 1.24% 15
2020
Q3 		$6.05M Buy
51,290
+4,527
+10% +$537K 1.42% 15
2020
Q2 		$5.53M Buy
46,763
+1,217
+3% +$142K 1.43% 19
2020
Q1 		$5.25M Sell
45,546
-82,567
-64% -$9.41M 1.63% 14
2019
Q4 		$14.4M Buy
+128,113
New +$14.4M 2.77% 7

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

Soltis Investment Advisors's AGG Position: Q2 2026 in Review

Soltis Investment Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.2% in Q2 2026, buying an estimated $38.1K and bringing the position to 31,288 shares worth $3.1M. The position accounts for 0.17% of the portfolio, ranked #127.

Soltis Investment Advisors first reported a position in AGG in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.4M in Q4 2019. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Soltis Investment Advisors held 31,288 shares of iShares Core US Aggregate Bond ETF worth $3.1M as of Q2 2026.
  • Soltis Investment Advisors bought 385 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $38.1K.
  • iShares Core US Aggregate Bond ETF made up 0.17% of Soltis Investment Advisors's portfolio in Q2 2026, its #127 holding.
  • Soltis Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Soltis Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $14.4M in Q4 2019.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.