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Stokes Family Office’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Stokes Family Office’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 		– Sell
-13,181
Closed -$1.31M – 273
2026
Q1 		$1.31M Sell
13,181
-1,877
-12% -$188K 0.14% 111
2025
Q4 		$1.5M Buy
+15,058
New +$1.51M 0.14% 106
2023
Q4 		– Sell
-2,210
Closed -$208K – 227
2023
Q3 		$208K Sell
2,210
-6,896
-76% -$664K 0.02% 302
2023
Q2 		$892K Buy
9,106
+167
+2% +$16.5K 0.1% 130
2023
Q1 		$891K Buy
8,939
+1,741
+24% +$172K 0.11% 124
2022
Q4 		$698K Buy
7,198
+2,699
+60% +$261K 0.09% 132
2022
Q3 		$433K Buy
4,499
+436
+11% +$44.1K 0.06% 169
2022
Q2 		$413K Sell
4,063
-2,375
-37% -$244K 0.06% 176
2022
Q1 		$690K Buy
6,438
+2,777
+76% +$306K 0.09% 134
2021
Q4 		$418K Buy
3,661
+1,102
+43% +$126K 0.05% 163
2021
Q3 		$294K Buy
2,559
+186
+8% +$21.6K 0.04% 186
2021
Q2 		$274K Sell
2,373
-2,841
-54% -$326K 0.04% 185
2021
Q1 		$594K Buy
5,214
+3,435
+193% +$398K 0.09% 120
2020
Q4 		$210K Buy
1,779
+2
+0.1% +$236 0.04% 164
2020
Q3 		$210K Buy
+1,777
New +$211K 0.05% 141

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

Stokes Family Office's AGG Position: Q2 2026 in Review

Stokes Family Office sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 13,181 shares — an estimated $1.31M sold.

Stokes Family Office first reported a position in AGG in Q3 2020 and held it in 15 quarters. The position peaked at $1.5M in Q4 2025. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Stokes Family Office reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Stokes Family Office sold 13,181 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.31M.
  • Stokes Family Office first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and held it in 15 quarters.
  • Stokes Family Office's iShares Core US Aggregate Bond ETF position peaked at $1.5M in Q4 2025.
  • 2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.