Stelac Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Stelac Advisory Services’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	$310K	Hold	3,136	–	–	0.06%	112
2026 Q1	$311K	Hold	3,136	–	–	0.06%	108
2025 Q4	$313K	Hold	3,136	–	–	0.11%	66
2025 Q3	$314K	Hold	3,136	–	–	0.11%	67
2025 Q2	$311K	Hold	3,136	–	–	0.12%	67
2025 Q1	$310K	Hold	3,136	–	–	0.13%	65
2024 Q4	$304K	Hold	3,136	–	–	0.12%	68
2024 Q3	$318K	Hold	3,136	–	–	0.13%	63
2024 Q2	$304K	Buy	+3,136	New	+$303K	0.13%	65

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

Stelac Advisory Services's AGG Position: Q2 2026 in Review

Stelac Advisory Services held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 3,136 shares worth $310K. The position accounts for 0.06% of the portfolio, ranked #112.

Stelac Advisory Services first reported a position in AGG in Q2 2024 and has held it in 9 quarters since. The position peaked at $318K in Q3 2024. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Stelac Advisory Services held 3,136 shares of iShares Core US Aggregate Bond ETF worth $310K as of Q2 2026.
Stelac Advisory Services left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.06% of Stelac Advisory Services's portfolio in Q2 2026, its #112 holding.
Stelac Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Stelac Advisory Services's iShares Core US Aggregate Bond ETF position peaked at $318K in Q3 2024.
2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Stelac Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.