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

Westfuller 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 		$6.19M Buy
62,578
+12,674
+25% +$1.25M 2.25% 11
2026
Q1 		$4.95M Buy
49,904
+13,272
+36% +$1.33M 2.14% 9
2025
Q4 		$3.66M Buy
36,632
+9,501
+35% +$953K 1.48% 14
2025
Q3 		$2.72M Buy
27,131
+20,129
+287% +$2M 1.24% 22
2025
Q2 		$695K Sell
7,002
-12,248
-64% -$1.2M 0.4% 59
2025
Q1 		$1.9M Sell
19,250
-80,479
-81% -$7.87M 1.27% 21
2024
Q4 		$9.66M Buy
99,729
+11,044
+12% +$1.09M 6.14% 2
2024
Q3 		$8.98M Buy
+88,685
New +$8.85M 6.45% 2

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

Westfuller Advisors's AGG Position: Q2 2026 in Review

Westfuller Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 25% in Q2 2026, buying an estimated $1.25M and bringing the position to 62,578 shares worth $6.19M. The position accounts for 2.25% of the portfolio, ranked #11.

Westfuller Advisors first reported a position in AGG in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.66M in Q4 2024. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Westfuller Advisors held 62,578 shares of iShares Core US Aggregate Bond ETF worth $6.19M as of Q2 2026.
  • Westfuller Advisors bought 12,674 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.25M.
  • iShares Core US Aggregate Bond ETF made up 2.25% of Westfuller Advisors's portfolio in Q2 2026, its #11 holding.
  • Westfuller Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Westfuller Advisors's iShares Core US Aggregate Bond ETF position peaked at $9.66M in Q4 2024.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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