UAG
AGG icon

United Advisor Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

United Advisor Group’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 		$4.63M Buy
46,789
+674
+1% +$66.7K 0.49% 50
2026
Q1 		$4.58M Buy
46,115
+737
+2% +$73.7K 0.56% 41
2025
Q4 		$4.53M Sell
45,378
-118
-0.3% -$11.8K 0.57% 38
2025
Q3 		$4.56M Buy
45,496
+17,757
+64% +$1.76M 0.61% 36
2025
Q2 		$2.75M Buy
27,739
+1,816
+7% +$178K 0.48% 57
2025
Q1 		$2.56M Buy
25,923
+595
+2% +$58.2K 0.53% 48
2024
Q4 		$2.45M Buy
25,328
+988
+4% +$97.3K 0.49% 50
2024
Q3 		$2.46M Buy
24,340
+3,189
+15% +$318K 0.56% 49
2024
Q2 		$2.05M Buy
21,151
+3,349
+19% +$323K 0.64% 44
2024
Q1 		$1.74M Buy
17,802
+12,478
+234% +$1.22M 0.66% 48
2023
Q4 		$529K Buy
+5,324
New +$507K 0.64% 29

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

United Advisor Group's AGG Position: Q2 2026 in Review

United Advisor Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.5% in Q2 2026, buying an estimated $66.7K and bringing the position to 46,789 shares worth $4.63M. The position accounts for 0.49% of the portfolio, ranked #50.

United Advisor Group first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. 2,093 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • United Advisor Group held 46,789 shares of iShares Core US Aggregate Bond ETF worth $4.63M as of Q2 2026.
  • United Advisor Group bought 674 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $66.7K.
  • iShares Core US Aggregate Bond ETF made up 0.49% of United Advisor Group's portfolio in Q2 2026, its #50 holding.
  • United Advisor Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,093 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.