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

Tectonic 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 		$38.4M Buy
387,622
+27,142
+8% +$2.69M 1.84% 10
2026
Q1 		$35.8M Buy
360,480
+3,053
+0.9% +$305K 1.89% 10
2025
Q4 		$35.7M Buy
357,427
+4,327
+1% +$434K 1.88% 10
2025
Q3 		$35.4M Buy
353,100
+2,601
+0.7% +$258K 1.93% 10
2025
Q2 		$34.8M Buy
350,499
+4,887
+1% +$479K 2.02% 9
2025
Q1 		$34.2M Buy
345,612
+25,703
+8% +$2.51M 2.14% 9
2024
Q4 		$31M Sell
319,909
-7,906
-2% -$779K 2.02% 8
2024
Q3 		$33.2M Buy
327,815
+23,578
+8% +$2.35M 2.17% 8
2024
Q2 		$29.5M Buy
304,237
+11,409
+4% +$1.1M 2.13% 9
2024
Q1 		$28.7M Buy
292,828
+55,396
+23% +$5.42M 2.19% 9
2023
Q4 		$23.6M Buy
237,432
+3,386
+1% +$322K 1.97% 9
2023
Q3 		$22M Buy
234,046
+24,421
+12% +$2.35M 2.06% 9
2023
Q2 		$20.5M Sell
209,625
-101
-0% -$9.98K 2.53% 9
2023
Q1 		$20.9M Buy
209,726
+3,795
+2% +$375K 2.86% 8
2022
Q4 		$20M Sell
205,931
-1,050
-0.5% -$102K 3.1% 7
2022
Q3 		$19.9M Hold
206,981
– – 3.68% 8
2022
Q2 		$21M Sell
206,981
-1,922
-0.9% -$198K 3.84% 8
2022
Q1 		$22.4M Buy
208,903
+4,920
+2% +$541K 3.85% 7
2021
Q4 		$23.3M Buy
203,983
+5,000
+3% +$572K 4.17% 6
2021
Q3 		$22.9M Hold
198,983
– – 4.48% 7
2021
Q2 		$22.9M Buy
198,983
+49,800
+33% +$5.71M 4.73% 7
2021
Q1 		$17M Buy
149,183
+20,708
+16% +$2.4M 4.22% 7
2020
Q4 		$15.2M Buy
+128,475
New +$15.1M 4.15% 7

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Tectonic Advisors's AGG Position: Q2 2026 in Review

Tectonic Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.5% in Q2 2026, buying an estimated $2.69M and bringing the position to 387,622 shares worth $38.4M. The position accounts for 1.84% of the portfolio, ranked #10.

Tectonic Advisors first reported a position in AGG in Q4 2020 and has held it in 23 quarters since. 441 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Tectonic Advisors held 387,622 shares of iShares Core US Aggregate Bond ETF worth $38.4M as of Q2 2026.
  • Tectonic Advisors bought 27,142 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.69M.
  • iShares Core US Aggregate Bond ETF made up 1.84% of Tectonic Advisors's portfolio in Q2 2026, its #10 holding.
  • Tectonic Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 441 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Tectonic Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.