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

Washington Trust 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	$8.78K	Hold	89	–	–	﹤0.01%	532
2026 Q1	$8.81K	Hold	89	–	–	﹤0.01%	499
2025 Q4	$8.86K	Hold	89	–	–	﹤0.01%	509
2025 Q3	$8.89K	Sell	89 -174	-66%	-$17.3K	﹤0.01%	537
2025 Q2	$26.1K	Hold	263	–	–	﹤0.01%	377
2025 Q1	$26K	Sell	263 -51	-16%	-$4.99K	﹤0.01%	375
2024 Q4	$30.4K	Sell	314 -203	-39%	-$20K	﹤0.01%	370
2024 Q3	$52.4K	Hold	517	–	–	﹤0.01%	315
2024 Q2	$50.2K	Sell	517 -50	-9%	-$4.83K	﹤0.01%	319
2024 Q1	$55.5K	Sell	567 -150	-21%	-$14.7K	0.01%	304
2023 Q4	$71.2K	Buy	717 +492	+219%	+$46.8K	0.01%	275
2023 Q3	$21.2K	Hold	225	–	–	﹤0.01%	390
2023 Q2	$22K	Hold	225	–	–	﹤0.01%	378
2023 Q1	$22.4K	Hold	225	–	–	﹤0.01%	404
2022 Q4	$21.8K	Sell	225 -12	-5%	-$1.16K	﹤0.01%	408
2022 Q3	$23K	Buy	237 +12	+5%	+$1.21K	﹤0.01%	493
2022 Q2	$23K	Hold	225	–	–	﹤0.01%	518
2022 Q1	$24K	Hold	225	–	–	﹤0.01%	568
2021 Q4	$26K	Buy	+225	New	+$25.7K	﹤0.01%	589

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Washington Trust Advisors's AGG Position: Q2 2026 in Review

Washington Trust Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 89 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Washington Trust Advisors first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $71.2K in Q4 2023. 2,098 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Washington Trust Advisors held 89 shares of iShares Core US Aggregate Bond ETF worth $8.78K as of Q2 2026.
Washington Trust Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up ﹤0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #532 holding.
Washington Trust Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's iShares Core US Aggregate Bond ETF position peaked at $71.2K in Q4 2023.
2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.