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

Stewardship 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 		$750K Sell
7,575
-20,255
-73% -$2M 0.16% 67
2026
Q1 		$2.76M Sell
27,830
-8,747
-24% -$875K 0.63% 32
2025
Q4 		$3.65M Buy
36,577
+10,005
+38% +$1M 0.84% 30
2025
Q3 		$2.66M Buy
26,572
+1,487
+6% +$148K 0.63% 32
2025
Q2 		$2.49M Sell
25,085
-58
-0.2% -$5.68K 0.63% 32
2025
Q1 		$2.49M Buy
25,143
+8,811
+54% +$861K 0.67% 31
2024
Q4 		$1.58M Buy
16,332
+2,991
+22% +$295K 0.44% 38
2024
Q3 		$1.35M Buy
13,341
+710
+6% +$70.8K 0.38% 42
2024
Q2 		$1.23M Buy
12,631
+388
+3% +$37.5K 0.41% 38
2024
Q1 		$1.2M Buy
12,243
+823
+7% +$80.5K 0.41% 44
2023
Q4 		$1.13M Buy
11,420
+6,204
+119% +$590K 0.41% 32
2023
Q3 		$491K Buy
5,216
+1,068
+26% +$103K 0.19% 36
2023
Q2 		$406K Buy
+4,148
New +$410K 0.15% 36

Other funds holding AGG

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Stewardship Advisors's AGG Position: Q2 2026 in Review

Stewardship Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 73% in Q2 2026, selling an estimated $2M and leaving 7,575 shares worth $750K. The position accounts for 0.16% of the portfolio, ranked #67.

Stewardship Advisors first reported a position in AGG in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.65M in Q4 2025. 1,012 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Stewardship Advisors held 7,575 shares of iShares Core US Aggregate Bond ETF worth $750K as of Q2 2026.
  • Stewardship Advisors sold 20,255 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2M.
  • iShares Core US Aggregate Bond ETF made up 0.16% of Stewardship Advisors's portfolio in Q2 2026, its #67 holding.
  • Stewardship Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Stewardship Advisors's iShares Core US Aggregate Bond ETF position peaked at $3.65M in Q4 2025.
  • 1,012 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.