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

SRH 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	$24.7K	Hold	250	–	–	0.01%	176
2026 Q1	$24.8K	Hold	250	–	–	0.01%	170
2025 Q4	$25K	Hold	250	–	–	0.01%	170
2025 Q3	$25.1K	Hold	250	–	–	0.01%	164
2025 Q2	$24.8K	Hold	250	–	–	0.01%	158
2025 Q1	$24.7K	Hold	250	–	–	0.01%	155
2024 Q4	$24.2K	Sell	250 -58	-19%	-$5.71K	0.01%	164
2024 Q3	$31.2K	Hold	308	–	–	0.01%	144
2024 Q2	$29.9K	Hold	308	–	–	0.01%	149
2024 Q1	$30.2K	Hold	308	–	–	0.01%	149
2023 Q4	$30.6K	Hold	308	–	–	0.01%	145
2023 Q3	$29K	Hold	308	–	–	0.01%	143
2023 Q2	$30.7K	Hold	308	–	–	0.02%	138
2023 Q1	$31K	Hold	308	–	–	0.02%	138
2022 Q4	$30K	Hold	308	–	–	0.02%	139
2022 Q3	$30K	Hold	308	–	–	0.04%	142
2022 Q2	$31K	Hold	308	–	–	0.04%	139
2022 Q1	$33K	Hold	308	–	–	0.04%	149
2021 Q4	$35K	Hold	308	–	–	0.04%	144
2021 Q3	$35K	Hold	308	–	–	0.04%	143
2021 Q2	$36K	Hold	308	–	–	0.04%	144
2021 Q1	$35K	Hold	308	–	–	0.05%	133
2020 Q4	$36K	Hold	308	–	–	0.06%	131
2020 Q3	$36K	Buy	308 +58	+23%	+$6.88K	0.07%	114
2020 Q2	$30K	Hold	250	–	–	0.07%	105
2020 Q1	$29K	Hold	250	–	–	0.08%	95
2019 Q4	$28K	Hold	250	–	–	0.09%	105
2019 Q3	$28K	Hold	250	–	–	0.09%	103
2019 Q2	$28K	Hold	250	–	–	0.1%	104
2019 Q1	$27K	Hold	250	–	–	0.1%	103
2018 Q4	$27K	Hold	250	–	–	0.1%	102
2018 Q3	$26K	Hold	250	–	–	0.09%	120
2018 Q2	$27K	Sell	250 -685	-73%	-$72.6K	0.1%	112
2018 Q1	$100K	Buy	935 +685	+274%	+$73.5K	0.4%	54
2017 Q4	$27K	Hold	250	–	–	0.11%	97
2017 Q3	$27K	Hold	250	–	–	0.11%	94
2017 Q2	$27K	Hold	250	–	–	0.13%	78
2017 Q1	$27K	Hold	250	–	–	0.13%	79
2016 Q4	$27K	Hold	250	–	–	0.13%	78
2016 Q3	$28K	Hold	250	–	–	0.15%	74
2016 Q2	$28K	Hold	250	–	–	0.15%	73
2016 Q1	$28K	Hold	250	–	–	0.15%	73
2015 Q4	$27K	Hold	250	–	–	0.16%	72
2015 Q3	$27K	Hold	250	–	–	0.16%	70
2015 Q2	$27K	Hold	250	–	–	0.17%	71
2015 Q1	$28K	Hold	250	–	–	0.19%	62
2014 Q4	$28K	Hold	250	–	–	0.19%	63
2014 Q3	$27K	Hold	250	–	–	0.21%	59
2014 Q2	$27K	Hold	250	–	–	0.21%	60
2014 Q1	$27K	Hold	250	–	–	0.22%	60
2013 Q4	$27K	Buy	+250	New	+$26.8K	0.27%	59

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SRH Advisors's AGG Position: Q2 2026 in Review

SRH Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 250 shares worth $24.7K. The position accounts for 0.01% of the portfolio, ranked #176.

SRH Advisors first reported a position in AGG in Q4 2013 and has held it in 51 quarters since. The position peaked at $100K in Q1 2018. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

SRH Advisors held 250 shares of iShares Core US Aggregate Bond ETF worth $24.7K as of Q2 2026.
SRH Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.01% of SRH Advisors's portfolio in Q2 2026, its #176 holding.
SRH Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2013 and has held it in 51 quarters since.
SRH Advisors's iShares Core US Aggregate Bond ETF position peaked at $100K in Q1 2018.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.