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

West Paces 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 		$4.65M Buy
+46,975
New +$4.65M 0.78% 18
2025
Q4 		– Sell
-77
Closed -$7.72K – 201
2025
Q3 		$7.72K Buy
+77
New +$7.64K ﹤0.01% 179
2022
Q3 		– Sell
-300
Closed -$30.5K – 524
2022
Q2 		$30.5K Sell
300
-2,762
-90% -$284K 0.01% 258
2022
Q1 		$328K Hold
3,062
– – 0.1% 99
2021
Q4 		$349K Hold
3,062
– – 0.11% 98
2021
Q3 		$352K Hold
3,062
– – 0.12% 97
2021
Q2 		$353K Hold
3,062
– – 0.13% 91
2021
Q1 		$349K Sell
3,062
-200
-6% -$23.2K 0.14% 86
2020
Q4 		$386K Sell
3,262
-310
-9% -$36.5K 0.17% 81
2020
Q3 		$422K Sell
3,572
-5,800
-62% -$688K 0.22% 75
2020
Q2 		$1.11M Hold
9,372
– – 0.6% 29
2020
Q1 		$1.08M Sell
9,372
-2,454
-21% -$280K 0.69% 27
2019
Q4 		$1.33M Buy
11,826
+2,706
+30% +$305K 0.72% 27
2019
Q3 		$1.03M Sell
9,120
-100
-1% -$11.2K 0.62% 33
2019
Q2 		$1.03M Buy
9,220
+3,320
+56% +$363K 0.64% 34
2019
Q1 		$644K Sell
5,900
-15
-0.3% -$1.61K 0.45% 50
2018
Q4 		$630K Hold
5,915
– – 0.49% 49
2018
Q3 		$624K Sell
5,915
-655
-10% -$69.5K 0.45% 55
2018
Q2 		$699K Sell
6,570
-855
-12% -$90.7K 0.52% 47
2018
Q1 		$796K Buy
7,425
+515
+7% +$55.3K 0.59% 38
2017
Q4 		$755K Buy
6,910
+1,100
+19% +$120K 0.56% 44
2017
Q3 		$637K Buy
5,810
+4,030
+226% +$442K 0.48% 46
2017
Q2 		$195K Sell
1,780
-465
-21% -$50.8K 0.15% 108
2017
Q1 		$244K Sell
2,245
-4,246
-65% -$459K 0.19% 91
2016
Q4 		$701K Buy
+6,491
New +$711K 0.65% 35

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 Paces Advisors's AGG Position: Q2 2026 in Review

West Paces Advisors opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 46,975 shares worth $4.65M. The stake represents 0.78% of the portfolio and ranks #18 among its holdings. This is a return to the name: West Paces Advisors previously reported a position in AGG as recently as Q3 2025.

West Paces Advisors first reported a position in AGG in Q4 2016 and has held it in 25 quarters since. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • West Paces Advisors held 46,975 shares of iShares Core US Aggregate Bond ETF worth $4.65M as of Q2 2026.
  • iShares Core US Aggregate Bond ETF was a new West Paces Advisors position in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.78% of West Paces Advisors's portfolio in Q2 2026, its #18 holding.
  • West Paces Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 25 quarters since.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.