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Walsh & Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Walsh & Associates’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 		$143K Buy
1,444
+741
+105% +$73.3K 0.12% 71
2026
Q1 		$69.8K Hold
703
– – 0.07% 92
2025
Q4 		$70.2K Buy
+703
New +$70.5K 0.07% 91

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

Walsh & Associates's AGG Position: Q2 2026 in Review

Walsh & Associates increased its iShares Core US Aggregate Bond ETF (AGG) stake by 105% in Q2 2026, buying an estimated $73.3K and bringing the position to 1,444 shares worth $143K. The position accounts for 0.12% of the portfolio, ranked #71.

Walsh & Associates first reported a position in AGG in Q4 2025 and has held it in 3 quarters since. 2,078 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Walsh & Associates held 1,444 shares of iShares Core US Aggregate Bond ETF worth $143K as of Q2 2026.
  • Walsh & Associates bought 741 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $73.3K.
  • iShares Core US Aggregate Bond ETF made up 0.12% of Walsh & Associates's portfolio in Q2 2026, its #71 holding.
  • Walsh & Associates first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,078 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.