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United Asset Strategies’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

United Asset Strategies’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 		$2.13M Buy
21,514
+267
+1% +$26.4K 0.15% 100
2026
Q1 		$2.11M Buy
21,247
+26
+0.1% +$2.6K 0.17% 97
2025
Q4 		$2.12M Sell
21,221
-2,096
-9% -$210K 0.16% 100
2025
Q3 		$2.34M Buy
23,317
+1,803
+8% +$179K 0.19% 88
2025
Q2 		$2.13M Sell
21,514
-5,321
-20% -$521K 0.18% 93
2025
Q1 		$2.65M Sell
26,835
-470
-2% -$45.9K 0.25% 81
2024
Q4 		$2.65M Sell
27,305
-1,795
-6% -$177K 0.24% 78
2024
Q3 		$2.95M Sell
29,100
-3,501
-11% -$349K 0.27% 74
2024
Q2 		$3.16M Buy
32,601
+4,180
+15% +$403K 0.31% 69
2024
Q1 		$2.78M Buy
28,421
+33
+0.1% +$3.23K 0.28% 73
2023
Q4 		$2.82M Buy
28,388
+10,077
+55% +$959K 0.32% 70
2023
Q3 		$1.72M Buy
18,311
+321
+2% +$30.9K 0.22% 98
2023
Q2 		$1.76M Sell
17,990
-1,018
-5% -$101K 0.22% 98
2023
Q1 		$1.88M Buy
19,008
+910
+5% +$89.9K 0.25% 86
2022
Q4 		$1.76M Buy
18,098
+267
+1% +$25.8K 0.24% 88
2022
Q3 		$1.72M Buy
17,831
+1,603
+10% +$162K 0.26% 84
2022
Q2 		$1.65M Sell
16,228
-14
-0.1% -$1.44K 0.24% 84
2022
Q1 		$1.74M Sell
16,242
-515
-3% -$56.7K 0.22% 89
2021
Q4 		$1.91M Buy
16,757
+628
+4% +$71.8K 0.23% 79
2021
Q3 		$1.85M Buy
16,129
+3,053
+23% +$354K 0.24% 77
2021
Q2 		$1.51M Buy
13,076
+1,083
+9% +$124K 0.2% 91
2021
Q1 		$1.36M Buy
11,993
+755
+7% +$87.4K 0.2% 90
2020
Q4 		$1.33M Buy
+11,238
New +$1.32M 0.21% 89

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
CI
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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

United Asset Strategies's AGG Position: Q2 2026 in Review

United Asset Strategies increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.3% in Q2 2026, buying an estimated $26.4K and bringing the position to 21,514 shares worth $2.13M. The position accounts for 0.15% of the portfolio, ranked #100.

United Asset Strategies first reported a position in AGG in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.16M in Q2 2024. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • United Asset Strategies held 21,514 shares of iShares Core US Aggregate Bond ETF worth $2.13M as of Q2 2026.
  • United Asset Strategies bought 267 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $26.4K.
  • iShares Core US Aggregate Bond ETF made up 0.15% of United Asset Strategies's portfolio in Q2 2026, its #100 holding.
  • United Asset Strategies first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • United Asset Strategies's iShares Core US Aggregate Bond ETF position peaked at $3.16M in Q2 2024.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.