Strategic Advocates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Strategic Advocates’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	$2.77K	Buy	28 +22	+367%	+$2.18K	0.01%	199
2026 Q1	$596	Sell	6 -1	-14%	-$100	﹤0.01%	240
2025 Q4	$693	Hold	7	–	–	﹤0.01%	531
2025 Q3	$693	Buy	+7	New	+$695	﹤0.01%	510
2024 Q4	–	Sell	-4,308	Closed	-$436K	–	112
2024 Q3	$436K	Sell	4,308 -296	-6%	-$29.5K	0.16%	79
2024 Q2	$447K	Sell	4,604 -15,155	-77%	-$1.46M	0.18%	69
2024 Q1	$1.94M	Buy	19,759 +7,666	+63%	+$750K	0.75%	28
2023 Q4	$1.2M	Sell	12,093 -4,451	-27%	-$424K	0.51%	42
2023 Q3	$1.56M	Buy	+16,544	New	+$1.59M	0.73%	27

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

Strategic Advocates's AGG Position: Q2 2026 in Review

Strategic Advocates increased its iShares Core US Aggregate Bond ETF (AGG) stake by 367% in Q2 2026, buying an estimated $2.18K and bringing the position to 28 shares worth $2.77K. The position accounts for 0.01% of the portfolio, ranked #199.

Strategic Advocates first reported a position in AGG in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.94M in Q1 2024. 2,092 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Strategic Advocates held 28 shares of iShares Core US Aggregate Bond ETF worth $2.77K as of Q2 2026.
Strategic Advocates bought 22 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.18K.
iShares Core US Aggregate Bond ETF made up 0.01% of Strategic Advocates's portfolio in Q2 2026, its #199 holding.
Strategic Advocates first reported a position in iShares Core US Aggregate Bond ETF in Q3 2023 and has held it in 9 quarters since.
Strategic Advocates's iShares Core US Aggregate Bond ETF position peaked at $1.94M in Q1 2024.
2,092 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.