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

Strathmore Capital 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	$1.98M	Buy	20,260 +5,441	+37%	+$538K	0.53%	29
2026 Q1	$1.48M	Buy	14,819 +7,484	+102%	+$749K	0.42%	35
2025 Q4	$733K	Buy	7,335 +272	+4%	+$27.3K	0.24%	57
2025 Q3	$708K	Buy	7,063 +498	+8%	+$49.4K	0.29%	50
2025 Q2	$647K	Buy	+6,565	New	+$643K	0.29%	53

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

Strathmore Capital Advisors's AGG Position: Q2 2026 in Review

Strathmore Capital Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 37% in Q2 2026, buying an estimated $538K and bringing the position to 20,260 shares worth $1.98M. The position accounts for 0.53% of the portfolio, ranked #29.

Strathmore Capital Advisors first reported a position in AGG in Q2 2025 and has held it in 5 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Strathmore Capital Advisors held 20,260 shares of iShares Core US Aggregate Bond ETF worth $1.98M as of Q2 2026.
Strathmore Capital Advisors bought 5,441 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $538K.
iShares Core US Aggregate Bond ETF made up 0.53% of Strathmore Capital Advisors's portfolio in Q2 2026, its #29 holding.
Strathmore Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Strathmore Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.