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

TCI 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	$19.9M	Sell	200,623 -9,788	-5%	-$968K	0.86%	20
2026 Q1	$20.9M	Sell	210,411 -2,849	-1%	-$285K	1.11%	17
2025 Q4	$21.3M	Sell	213,260 -3,506	-2%	-$352K	1.17%	17
2025 Q3	$21.7M	Sell	216,766 -2,348	-1%	-$233K	1.3%	17
2025 Q2	$21.7M	Sell	219,114 -5,171	-2%	-$507K	1.49%	17
2025 Q1	$22.2M	Sell	224,285 -625	-0.3%	-$61.1K	1.78%	17
2024 Q4	$21.8M	Buy	224,910 +8,062	+4%	+$794K	1.82%	16
2024 Q3	$22M	Sell	216,848 -776	-0.4%	-$77.4K	1.85%	15
2024 Q2	$21.1M	Sell	217,624 -21,131	-9%	-$2.04M	1.99%	13
2024 Q1	$23.4M	Sell	238,755 -4,816	-2%	-$471K	2.3%	9
2023 Q4	$24.2M	Buy	243,571 +182,507	+299%	+$17.4M	2.58%	10
2023 Q3	$5.74M	Buy	61,064 +432	+0.7%	+$41.6K	0.73%	23
2023 Q2	$5.94M	Buy	60,632 +8,637	+17%	+$854K	0.76%	22
2023 Q1	$5.18M	Sell	51,995 -56,862	-52%	-$5.62M	0.67%	24
2022 Q4	$10.6M	Sell	108,857 -7,026	-6%	-$680K	1.46%	14
2022 Q3	$11.2M	Buy	115,883 +400	+0.3%	+$40.5K	1.81%	12
2022 Q2	$11.7M	Buy	115,483 +92,544	+403%	+$9.51M	1.8%	12
2022 Q1	$2.46M	Buy	22,939 +21,867	+2,040%	+$2.41M	0.37%	32
2021 Q4	$122K	Buy	1,072 +922	+615%	+$105K	0.02%	236
2021 Q3	$17K	Sell	150 -337	-69%	-$39.1K	﹤0.01%	747
2021 Q2	$56K	Buy	487 +337	+225%	+$38.6K	0.01%	371
2021 Q1	$17K	Sell	150 -96	-39%	-$11.1K	0.01%	620
2020 Q4	$29K	Buy	246 +96	+64%	+$11.3K	0.01%	427
2020 Q3	$18K	Hold	150	–	–	0.01%	462
2020 Q2	$18K	Buy	+150	New	+$17.6K	0.01%	459
2020 Q1	–	Sell	-116	Closed	-$13K	–	1446
2019 Q4	$13K	Hold	116	–	–	0.01%	644
2019 Q3	$13K	Hold	116	–	–	0.01%	568
2019 Q2	$13K	Hold	116	–	–	0.01%	557
2019 Q1	$13K	Buy	116 +81	+231%	+$8.69K	0.01%	573
2018 Q4	$4K	Buy	+35	New	+$3.67K	﹤0.01%	798
2018 Q1	–	Sell	-123	Closed	-$13K	–	1341
2017 Q4	$13K	Hold	123	–	–	0.01%	576
2017 Q3	$13K	Hold	123	–	–	0.01%	541
2017 Q2	$13K	Buy	+123	New	+$13.4K	0.01%	537
2017 Q1	–	Sell	-137	Closed	-$15K	–	1278
2016 Q4	$15K	Sell	137 -299	-69%	-$32.8K	0.01%	538
2016 Q3	$49K	Sell	436 -199	-31%	-$22.4K	0.03%	305
2016 Q2	$72K	Buy	635 +1	+0.2%	+$111	0.04%	252
2016 Q1	$70K	Buy	634 +1	+0.2%	+$109	0.04%	249
2015 Q4	$68K	Buy	633 +1	+0.2%	+$109	0.04%	252
2015 Q3	$69K	Hold	632	–	–	0.04%	237
2015 Q2	$69K	Buy	632 +1	+0.2%	+$110	0.04%	237
2015 Q1	$70K	Buy	631 +1	+0.2%	+$111	0.04%	208
2014 Q4	$69K	Buy	630 +1	+0.2%	+$110	0.04%	215
2014 Q3	$69K	Hold	629	–	–	0.04%	206
2014 Q2	$69K	Sell	629 -57	-8%	-$6.2K	0.04%	217
2014 Q1	$74K	Sell	686 -99	-13%	-$10.7K	0.05%	195
2013 Q4	$84K	Buy	785 +101	+15%	+$10.8K	0.05%	178
2013 Q3	$73K	Hold	684	–	–	0.06%	176
2013 Q2	$73K	Buy	+684	New	+$75.1K	0.06%	183

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

TCI Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 4.7% in Q2 2026, selling an estimated $968K and leaving 200,623 shares worth $19.9M. The position accounts for 0.86% of the portfolio, ranked #20.

TCI Wealth Advisors first reported a position in AGG in Q2 2013 and has held it in 48 quarters since. The position peaked at $24.2M in Q4 2023. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

TCI Wealth Advisors held 200,623 shares of iShares Core US Aggregate Bond ETF worth $19.9M as of Q2 2026.
TCI Wealth Advisors sold 9,788 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $968K.
iShares Core US Aggregate Bond ETF made up 0.86% of TCI Wealth Advisors's portfolio in Q2 2026, its #20 holding.
TCI Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2013 and has held it in 48 quarters since.
TCI Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $24.2M in Q4 2023.
1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.