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Sterling Investment Advisors (Missouri)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sterling Investment Advisors (Missouri)’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 		$4.05M Buy
40,955
+2,901
+8% +$287K 1.82% 18
2026
Q1 		$3.78M Buy
38,054
+1,410
+4% +$141K 1.81% 18
2025
Q4 		$3.66M Buy
36,644
+4,302
+13% +$432K 1.77% 18
2025
Q3 		$3.24M Buy
32,342
+1,294
+4% +$128K 1.61% 18
2025
Q2 		$3.08M Sell
31,048
-2,341
-7% -$229K 1.6% 17
2025
Q1 		$3.3M Buy
33,389
+93
+0.3% +$9.09K 1.86% 17
2024
Q4 		$3.23M Buy
33,296
+1,118
+3% +$110K 1.89% 17
2024
Q3 		$3.26M Buy
32,178
+2,176
+7% +$217K 1.83% 17
2024
Q2 		$2.91M Sell
30,002
-2,300
-7% -$222K 1.78% 17
2024
Q1 		$3.16M Buy
32,302
+615
+2% +$60.2K 1.85% 17
2023
Q4 		$3.15M Sell
31,687
-7,996
-20% -$761K 1.95% 17
2023
Q3 		$3.73M Buy
39,683
+1,093
+3% +$105K 2.38% 15
2023
Q2 		$3.78M Sell
38,590
-805
-2% -$79.6K 2.4% 14
2023
Q1 		$3.93M Buy
39,395
+1,787
+5% +$177K 2.54% 15
2022
Q4 		$3.65M Sell
37,608
-3,542
-9% -$343K 2.49% 15
2022
Q3 		$3.96M Buy
41,150
+1,759
+4% +$178K 2.97% 12
2022
Q2 		$4M Sell
39,391
-2,818
-7% -$290K 2.75% 12
2022
Q1 		$4.52M Sell
42,209
-1,623
-4% -$179K 2.68% 13
2021
Q4 		$5M Buy
43,832
+1,795
+4% +$205K 2.85% 12
2021
Q3 		$4.83M Buy
42,037
+2,227
+6% +$258K 2.9% 12
2021
Q2 		$4.59M Buy
39,810
+2,145
+6% +$246K 2.78% 13
2021
Q1 		$4.29M Buy
37,665
+3,510
+10% +$406K 2.72% 13
2020
Q4 		$4.04M Buy
34,155
+2,957
+9% +$348K 2.67% 13
2020
Q3 		$3.68M Buy
31,198
+3,494
+13% +$414K 2.81% 12
2020
Q2 		$3.27M Sell
27,704
-4,996
-15% -$585K 2.63% 13
2020
Q1 		$3.77M Buy
32,700
+7
+0% +$798 3.49% 11
2019
Q4 		$3.67M Buy
32,693
+2,183
+7% +$246K 2.82% 14
2019
Q3 		$3.45M Sell
30,510
-70
-0.2% -$7.87K 2.74% 15
2019
Q2 		$3.4M Buy
30,580
+499
+2% +$54.6K 2.71% 15
2019
Q1 		$3.28M Buy
30,081
+304
+1% +$32.6K 2.68% 15
2018
Q4 		$3.17M Sell
29,777
-1,417
-5% -$149K 2.82% 15
2018
Q3 		$3.29M Buy
31,194
+273
+0.9% +$29K 2.69% 14
2018
Q2 		$3.29M Buy
30,921
+527
+2% +$55.9K 2.77% 14
2018
Q1 		$3.26M Buy
30,394
+1,318
+5% +$142K 2.69% 15
2017
Q4 		$3.18M Buy
29,076
+191
+0.7% +$20.9K 2.63% 15
2017
Q3 		$3.17M Buy
28,885
+1,827
+7% +$201K 2.69% 14
2017
Q2 		$2.96M Buy
27,058
+1,498
+6% +$164K 2.7% 15
2017
Q1 		$2.77M Buy
25,560
+125
+0.5% +$13.5K 2.66% 15
2016
Q4 		$2.75M Buy
25,435
+418
+2% +$45.8K 2.83% 13
2016
Q3 		$2.81M Sell
25,017
-387
-2% -$43.5K 2.88% 14
2016
Q2 		$2.86M Buy
25,404
+539
+2% +$59.9K 2.93% 10
2016
Q1 		$2.76M Sell
24,865
-1,146
-4% -$125K 2.91% 12
2015
Q4 		$2.81M Buy
26,011
+1,870
+8% +$204K 3.03% 11
2015
Q3 		$2.65M Sell
24,141
-2,304
-9% -$251K 3.02% 13
2015
Q2 		$2.88M Sell
26,445
-1,416
-5% -$156K 3.05% 11
2015
Q1 		$3.1M Buy
27,861
+649
+2% +$72.1K 3.13% 11
2014
Q4 		$3M Buy
+27,212
New +$2.99M 3.09% 12

Other funds holding AGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Sterling Investment Advisors (Missouri)'s AGG Position: Q2 2026 in Review

Sterling Investment Advisors (Missouri) increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.6% in Q2 2026, buying an estimated $287K and bringing the position to 40,955 shares worth $4.05M. The position accounts for 1.82% of the portfolio, ranked #18.

Sterling Investment Advisors (Missouri) first reported a position in AGG in Q4 2014 and has held it in 47 quarters since. The position peaked at $5M in Q4 2021. 1,365 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Sterling Investment Advisors (Missouri) held 40,955 shares of iShares Core US Aggregate Bond ETF worth $4.05M as of Q2 2026.
  • Sterling Investment Advisors (Missouri) bought 2,901 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $287K.
  • iShares Core US Aggregate Bond ETF made up 1.82% of Sterling Investment Advisors (Missouri)'s portfolio in Q2 2026, its #18 holding.
  • Sterling Investment Advisors (Missouri) first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 47 quarters since.
  • Sterling Investment Advisors (Missouri)'s iShares Core US Aggregate Bond ETF position peaked at $5M in Q4 2021.
  • 1,365 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2026, filed 9 Jul 2026.