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

Tactive 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	$3.71M	Sell	37,435 -9,560	-20%	-$946K	0.91%	24
2026 Q1	$4.67M	Buy	46,995 +6,526	+16%	+$653K	1.32%	17
2025 Q4	$4.04M	Sell	40,469 -959	-2%	-$96.2K	1.18%	21
2025 Q3	$4.15M	Buy	41,428 +22,058	+114%	+$2.19M	1.17%	23
2025 Q2	$1.92M	Buy	+19,370	New	+$1.9M	0.62%	40
2024 Q1	$1.78M	Sell	18,133 -14,810	-45%	-$1.45M	0.94%	25
2023 Q4	$3.27M	Sell	32,943 -6,769	-17%	-$644K	2.1%	14
2023 Q3	$3.73M	Buy	39,712 +13,071	+49%	+$1.26M	3.22%	10
2023 Q2	$2.61M	Buy	26,641 +6,937	+35%	+$686K	1.99%	13
2023 Q1	$1.96M	Buy	+19,704	New	+$1.95M	1.46%	19

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

Tactive Advisors's AGG Position: Q2 2026 in Review

Tactive Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 20% in Q2 2026, selling an estimated $946K and leaving 37,435 shares worth $3.71M. The position accounts for 0.91% of the portfolio, ranked #24.

Tactive Advisors first reported a position in AGG in Q1 2023 and has held it in 10 quarters since. The position peaked at $4.67M in Q1 2026. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Tactive Advisors held 37,435 shares of iShares Core US Aggregate Bond ETF worth $3.71M as of Q2 2026.
Tactive Advisors sold 9,560 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $946K.
iShares Core US Aggregate Bond ETF made up 0.91% of Tactive Advisors's portfolio in Q2 2026, its #24 holding.
Tactive Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 10 quarters since.
Tactive Advisors's iShares Core US Aggregate Bond ETF position peaked at $4.67M in Q1 2026.
2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.