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

Sovereign 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 		$6.96M Buy
70,318
+700
+1% +$69.3K 1.31% 24
2026
Q1 		$6.91M Buy
69,618
+910
+1% +$91K 1.46% 22
2025
Q4 		$6.86M Buy
68,708
+424
+0.6% +$42.5K 1.72% 19
2025
Q3 		$6.85M Buy
68,284
+664
+1% +$65.9K 1.87% 17
2025
Q2 		$6.71M Buy
67,620
+3,096
+5% +$303K 1.84% 17
2025
Q1 		$6.32M Sell
64,524
-2,018
-3% -$197K 2.2% 17
2024
Q4 		$6.45M Buy
66,542
+831
+1% +$81.8K 1.92% 17
2024
Q3 		$6.65M Buy
65,711
+1,564
+2% +$156K 2.18% 16
2024
Q2 		$6.37M Sell
64,147
-377
-0.6% -$36.4K 2.37% 16
2024
Q1 		$6.32M Buy
64,524
+377
+0.6% +$36.9K 2.18% 17
2023
Q4 		$6.37M Buy
64,147
+718
+1% +$68.3K 2.37% 16
2023
Q3 		$5.96M Buy
63,429
+506
+0.8% +$48.7K 2.34% 16
2023
Q2 		$6.16M Buy
62,923
+476
+0.8% +$47.1K 2.33% 16
2023
Q1 		$6.22M Buy
62,447
+302
+0.5% +$29.8K 2.47% 14
2022
Q4 		$6.03M Buy
62,145
+557
+0.9% +$53.9K 2.53% 15
2022
Q3 		$5.93M Buy
61,588
+353
+0.6% +$35.7K 2.66% 13
2022
Q2 		$6.23M Buy
61,235
+310
+0.5% +$31.9K 2.7% 13
2022
Q1 		$6.53M Buy
60,925
+177
+0.3% +$19.5K 2.57% 13
2021
Q4 		$6.93M Buy
60,748
+335
+0.6% +$38.3K 2.7% 11
2021
Q3 		$6.94M Sell
60,413
-2,997
-5% -$347K 2.77% 11
2021
Q2 		$7.31M Buy
63,410
+266
+0.4% +$30.5K 2.76% 11
2021
Q1 		$7.19M Buy
63,144
+196
+0.3% +$22.7K 2.85% 11
2020
Q4 		$7.44M Buy
62,948
+363
+0.6% +$42.8K 3.02% 9
2020
Q3 		$7.39M Buy
62,585
+309
+0.5% +$36.7K 2.89% 9
2020
Q2 		$7.36M Buy
62,276
+107
+0.2% +$12.5K 3.34% 10
2020
Q1 		$7.17M Hold
62,169
– – 3.71% 10
2019
Q4 		$6.99M Buy
+62,169
New +$7.01M 3.17% 9

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

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

Sovereign Investment Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1% in Q2 2026, buying an estimated $69.3K and bringing the position to 70,318 shares worth $6.96M. The position accounts for 1.31% of the portfolio, ranked #24.

Sovereign Investment Advisors first reported a position in AGG in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.44M in Q4 2020. 2,078 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Sovereign Investment Advisors held 70,318 shares of iShares Core US Aggregate Bond ETF worth $6.96M as of Q2 2026.
  • Sovereign Investment Advisors bought 700 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $69.3K.
  • iShares Core US Aggregate Bond ETF made up 1.31% of Sovereign Investment Advisors's portfolio in Q2 2026, its #24 holding.
  • Sovereign Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Sovereign Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $7.44M in Q4 2020.
  • 2,078 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Sovereign Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.