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

Strategic Investment 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
Q1 		$298K Sell
3,006
-469
-13% -$46.9K 0.02% 265
2025
Q4 		$347K Sell
3,475
-41,768
-92% -$4.19M 0.03% 197
2025
Q3 		$333K Buy
45,243
+42,330
+1,453% +$4.2M 0.03% 205
2025
Q2 		$289K Buy
2,913
+142
+5% +$13.9K 0.03% 211
2025
Q1 		$274K Buy
+2,771
New +$271K 0.03% 217
2021
Q2 		– Sell
-5,092
Closed -$580K – 185
2021
Q1 		$580K Sell
5,092
-3,698
-42% -$428K 0.15% 115
2020
Q4 		$1.04M Sell
8,790
-17,784
-67% -$2.09M 0.3% 72
2020
Q3 		$3.14M Buy
26,574
+534
+2% +$63.3K 1.06% 27
2020
Q2 		$3.08M Sell
26,040
-1,142
-4% -$134K 1.16% 25
2020
Q1 		$3.14M Sell
27,182
-335
-1% -$38.2K 1.44% 19
2019
Q4 		$3.09M Sell
27,517
-7
-0% -$789 1.28% 21
2019
Q3 		$3.11M Buy
27,524
+3,976
+17% +$447K 1.49% 18
2019
Q2 		$2.63M Buy
23,548
+2,293
+11% +$251K 1.44% 19
2019
Q1 		$2.32M Buy
21,255
+3,520
+20% +$377K 1.59% 17
2018
Q4 		$1.89M Buy
+17,735
New +$1.86M 1.7% 15

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Strategic Investment Advisors's AGG Position: Q1 2026 in Review

Strategic Investment Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 13% in Q1 2026, selling an estimated $46.9K and leaving 3,006 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #265.

Strategic Investment Advisors first reported a position in AGG in Q4 2018 and has held it in 15 quarters since. The position peaked at $3.14M in Q3 2020. 2,068 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Strategic Investment Advisors held 3,006 shares of iShares Core US Aggregate Bond ETF worth $298K as of Q1 2026.
  • Strategic Investment Advisors sold 469 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $46.9K.
  • iShares Core US Aggregate Bond ETF made up 0.02% of Strategic Investment Advisors's portfolio in Q1 2026, its #265 holding.
  • Strategic Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 15 quarters since.
  • Strategic Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $3.14M in Q3 2020.
  • 2,068 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.