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

Stratos Wealth 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 		$1.94M Sell
19,616
-32,637
-62% -$3.23M 0.11% 190
2026
Q1 		$5.19M Sell
52,253
-13,833
-21% -$1.38M 0.32% 77
2025
Q4 		$6.6M Sell
66,086
-114,140
-63% -$11.5M 0.32% 83
2025
Q3 		$18.1M Buy
180,226
+14,681
+9% +$1.46M 0.87% 20
2025
Q2 		$16.4M Sell
165,545
-12,835
-7% -$1.26M 0.87% 22
2025
Q1 		$17.6M Sell
178,380
-11,838
-6% -$1.16M 0.96% 18
2024
Q4 		$18.4M Buy
190,218
+6,718
+4% +$662K 0.88% 19
2024
Q3 		$18.6M Sell
183,500
-15,996
-8% -$1.6M 0.85% 20
2024
Q2 		$19.4M Buy
199,496
+4,293
+2% +$414K 0.96% 17
2024
Q1 		$19.1M Sell
195,203
-10,589
-5% -$1.04M 1.13% 14
2023
Q4 		$20.4M Buy
205,792
+5,800
+3% +$552K 1.18% 10
2023
Q3 		$18.8M Buy
199,992
+25,524
+15% +$2.46M 1.24% 10
2023
Q2 		$17.1M Buy
174,468
+19,646
+13% +$1.94M 1.21% 9
2023
Q1 		$15.4M Buy
154,822
+4,290
+3% +$424K 1.19% 9
2022
Q4 		$14.6M Sell
150,532
-10,317
-6% -$998K 1.22% 7
2022
Q3 		$15.5M Buy
160,849
+39,409
+32% +$3.99M 1.63% 5
2022
Q2 		$12.3M Buy
121,440
+39,827
+49% +$4.09M 1.12% 10
2022
Q1 		$8.74M Sell
81,613
-152,103
-65% -$16.7M 0.71% 24
2021
Q4 		$26.7M Buy
233,716
+30,859
+15% +$3.53M 1.92% 4
2021
Q3 		$23.3M Sell
202,857
-1,301
-0.6% -$151K 1.99% 2
2021
Q2 		$23.5M Buy
204,158
+32,258
+19% +$3.7M 2.08% 2
2021
Q1 		$19.6M Buy
171,900
+45,383
+36% +$5.26M 2.08% 2
2020
Q4 		$15M Buy
126,517
+89,174
+239% +$10.5M 2.06% 3
2020
Q3 		$4.41M Buy
37,343
+32,830
+727% +$3.89M 1.07% 24
2020
Q2 		$533K Buy
4,513
+3,839
+570% +$449K 0.16% 138
2020
Q1 		$78K Buy
+674
New +$76.8K 0.06% 174
2019
Q4 		– Sell
-2,241
Closed -$254K – 164
2019
Q3 		$254K Buy
+2,241
New +$252K 0.1% 209

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

Stratos Wealth Advisors's AGG Position: Q2 2026 in Review

Stratos Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 62% in Q2 2026, selling an estimated $3.23M and leaving 19,616 shares worth $1.94M. The position accounts for 0.11% of the portfolio, ranked #190.

Stratos Wealth Advisors first reported a position in AGG in Q3 2019 and has held it in 27 quarters since. The position peaked at $26.7M in Q4 2021. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Stratos Wealth Advisors held 19,616 shares of iShares Core US Aggregate Bond ETF worth $1.94M as of Q2 2026.
  • Stratos Wealth Advisors sold 32,637 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $3.23M.
  • iShares Core US Aggregate Bond ETF made up 0.11% of Stratos Wealth Advisors's portfolio in Q2 2026, its #190 holding.
  • Stratos Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2019 and has held it in 27 quarters since.
  • Stratos Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $26.7M in Q4 2021.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.