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Walkner Condon Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Walkner Condon Financial 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 		– Sell
-2,635
Closed -$262K – 345
2026
Q1 		$262K Sell
2,635
-1,617
-38% -$162K 0.03% 267
2025
Q4 		$425K Sell
4,252
-5,661
-57% -$568K 0.06% 202
2025
Q3 		$994K Buy
+9,913
New +$984K 0.16% 110
2024
Q4 		– Sell
-2,861
Closed -$290K – 283
2024
Q3 		$290K Buy
+2,861
New +$285K 0.06% 218
2023
Q3 		– Sell
-2,044
Closed -$200K – 242
2023
Q2 		$200K Buy
+2,044
New +$202K 0.05% 236
2023
Q1 		– Sell
-2,113
Closed -$205K – 235
2022
Q4 		$205K Hold
2,113
– – 0.06% 222
2022
Q3 		$204K Sell
2,113
-1,884
-47% -$191K 0.07% 205
2022
Q2 		$406K Sell
3,997
-1,504
-27% -$155K 0.13% 141
2022
Q1 		$589K Sell
5,501
-2,741
-33% -$302K 0.17% 111
2021
Q4 		$940K Buy
8,242
+1,825
+28% +$209K 0.61% 46
2021
Q3 		$739K Buy
6,417
+1,586
+33% +$184K 0.36% 58
2021
Q2 		$557K Sell
4,831
-16,281
-77% -$1.87M 0.2% 88
2021
Q1 		$598K Buy
+21,112
New +$2.44M 0.23% 86

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

Walkner Condon Financial Advisors's AGG Position: Q2 2026 in Review

Walkner Condon Financial Advisors sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 2,635 shares — an estimated $262K sold.

Walkner Condon Financial Advisors first reported a position in AGG in Q1 2021 and held it in 13 quarters. The position peaked at $994K in Q3 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Walkner Condon Financial Advisors reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 2,635 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $262K.
  • Walkner Condon Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and held it in 13 quarters.
  • Walkner Condon Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $994K in Q3 2025.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.