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Stamos Capital Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Stamos Capital Partners’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 		$21.4M Sell
216,193
-709,892
-77% -$70.2M 3.28% 3
2026
Q1 		$91.9M Buy
926,085
+15,853
+2% +$1.59M 14.37% 1
2025
Q4 		$90.9M Buy
910,232
+18,357
+2% +$1.84M 14.61% 1
2025
Q3 		$89.4M Buy
891,875
+407,443
+84% +$40.4M 16.87% 1
2025
Q2 		$48.1M Sell
484,432
-173,991
-26% -$17M 8.62% 1
2025
Q1 		$65.1M Buy
658,423
+43,273
+7% +$4.23M 17.04% 1
2024
Q4 		$59.6M Sell
615,150
-68,720
-10% -$6.77M 13.99% 1
2024
Q3 		$69.3M Sell
683,870
-443,770
-39% -$44.3M 16.3% 1
2024
Q2 		$109M Sell
1,127,640
-29,160
-3% -$2.81M 23.22% 1
2024
Q1 		$113M Buy
1,156,800
+453,750
+65% +$44.4M 25.72% 1
2023
Q4 		$69.8M Sell
703,050
-170,710
-20% -$16.2M 18.93% 1
2023
Q3 		$82.2M Buy
873,760
+133,650
+18% +$12.9M 18.3% 1
2023
Q2 		$72.5M Sell
740,110
-1,090
-0.1% -$108K 16.96% 1
2023
Q1 		$73.9M Buy
741,200
+357,350
+93% +$35.3M 19.05% 1
2022
Q4 		$37.2M Buy
+383,850
New +$37.1M 11.78% 1
2022
Q1 		– Sell
-158,000
Closed -$18M – 88
2021
Q4 		$18M Sell
158,000
-28,400
-15% -$3.25M 8.36% 1
2021
Q3 		$21.4M Hold
186,400
– – 11.97% 1
2021
Q2 		$21.5M Buy
186,400
+8,800
+5% +$1.01M 11.33% 1
2021
Q1 		$20.2M Sell
177,600
-406,400
-70% -$47.1M 10.21% 1
2020
Q4 		$69M Sell
584,000
-155,300
-21% -$18.3M 29.44% 1
2020
Q3 		$87.3M Buy
739,300
+318,100
+76% +$37.7M 32.43% 1
2020
Q2 		$49.8M Buy
+421,200
New +$49.3M 28.51% 1
2020
Q1 		– Sell
-414,049
Closed -$46.5M – 81
2019
Q4 		$46.5M Buy
414,049
+69,379
+20% +$7.82M 37.54% 1
2019
Q3 		$39M Buy
344,670
+71,631
+26% +$8.05M 34.68% 1
2019
Q2 		$30.4M Buy
+273,039
New +$29.9M 30.37% 1

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

Stamos Capital Partners's AGG Position: Q2 2026 in Review

Stamos Capital Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 77% in Q2 2026, selling an estimated $70.2M and leaving 216,193 shares worth $21.4M. The position accounts for 3.28% of the portfolio, ranked #3.

Stamos Capital Partners first reported a position in AGG in Q2 2019 and has held it in 25 quarters since. The position peaked at $113M in Q1 2024. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Stamos Capital Partners held 216,193 shares of iShares Core US Aggregate Bond ETF worth $21.4M as of Q2 2026.
  • Stamos Capital Partners sold 709,892 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $70.2M.
  • iShares Core US Aggregate Bond ETF made up 3.28% of Stamos Capital Partners's portfolio in Q2 2026, its #3 holding.
  • Stamos Capital Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2019 and has held it in 25 quarters since.
  • Stamos Capital Partners's iShares Core US Aggregate Bond ETF position peaked at $113M in Q1 2024.
  • 2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.