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West Michigan Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

West Michigan 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 		$2.09M Hold
21,027
– – 0.46% 65
2026
Q1 		$2.09M Sell
21,027
-390
-2% -$39K 0.46% 65
2025
Q4 		$2.14M Buy
21,417
+49
+0.2% +$4.92K 0.49% 69
2025
Q3 		$2.14M Buy
21,368
+1,615
+8% +$160K 0.52% 64
2025
Q2 		$1.96M Sell
19,753
-346
-2% -$33.9K 0.55% 44
2025
Q1 		$1.99M Sell
20,099
-778
-4% -$76.1K 0.66% 40
2024
Q4 		$2.02M Sell
20,877
-242
-1% -$23.8K 0.61% 42
2024
Q3 		$2.14M Buy
21,119
+535
+3% +$53.4K 0.65% 42
2024
Q2 		$2M Buy
20,584
+503
+3% +$48.6K 0.64% 40
2024
Q1 		$1.97M Sell
20,081
-7
-0% -$685 0.64% 42
2023
Q4 		$1.99M Sell
20,088
-267
-1% -$25.4K 0.76% 35
2023
Q3 		$1.91M Buy
20,355
+1,148
+6% +$111K 1.02% 28
2023
Q2 		$1.88M Buy
19,207
+3,965
+26% +$392K 0.75% 36
2023
Q1 		$1.52M Buy
15,242
+3,237
+27% +$320K 0.86% 30
2022
Q4 		$1.16M Sell
12,005
-416
-3% -$40.2K 0.85% 27
2022
Q3 		$1.2M Sell
12,421
-78
-0.6% -$7.89K 1.04% 25
2022
Q2 		$1.27M Sell
12,499
-2,141
-15% -$220K 1.09% 25
2022
Q1 		$1.57M Buy
14,640
+292
+2% +$32.1K 1.06% 21
2021
Q4 		$1.64M Buy
+14,348
New +$1.64M 1.22% 15

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

West Michigan Advisors's AGG Position: Q2 2026 in Review

West Michigan Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 21,027 shares worth $2.09M. The position accounts for 0.46% of the portfolio, ranked #65.

West Michigan Advisors first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.14M in Q3 2025. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • West Michigan Advisors held 21,027 shares of iShares Core US Aggregate Bond ETF worth $2.09M as of Q2 2026.
  • West Michigan Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.46% of West Michigan Advisors's portfolio in Q2 2026, its #65 holding.
  • West Michigan Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • West Michigan Advisors's iShares Core US Aggregate Bond ETF position peaked at $2.14M in Q3 2025.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.