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

WestHill Financial 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 		$1.73M Buy
17,524
+87
+0.5% +$8.61K 0.3% 26
2026
Q1 		$1.73M Buy
17,437
+560
+3% +$56K 0.33% 22
2025
Q4 		$1.69M Buy
16,877
+214
+1% +$21.5K 0.32% 23
2025
Q3 		$1.67M Buy
16,663
+1,321
+9% +$131K 0.33% 23
2025
Q2 		$1.52M Buy
15,342
+411
+3% +$40.3K 0.32% 23
2025
Q1 		$1.48M Sell
14,931
-1,037
-6% -$101K 0.34% 22
2024
Q4 		$1.55M Buy
15,968
+490
+3% +$48.3K 0.35% 23
2024
Q3 		$1.57M Buy
15,478
+675
+5% +$67.3K 0.35% 23
2024
Q2 		$1.44M Sell
14,803
-11
-0.1% -$1.06K 0.35% 22
2024
Q1 		$1.45M Buy
14,814
+327
+2% +$32K 0.36% 22
2023
Q4 		$1.44M Buy
14,487
+171
+1% +$16.3K 0.38% 23
2023
Q3 		$1.35M Buy
14,316
+1,193
+9% +$115K 0.39% 22
2023
Q2 		$1.29M Buy
13,123
+325
+3% +$32.1K 0.36% 22
2023
Q1 		$1.28M Sell
12,798
-252
-2% -$24.9K 0.38% 21
2022
Q4 		$1.27M Sell
13,050
-23
-0.2% -$2.22K 0.4% 21
2022
Q3 		$1.26M Buy
13,073
+98
+0.8% +$9.91K 0.43% 21
2022
Q2 		$1.32M Buy
12,975
+257
+2% +$26.4K 0.44% 21
2022
Q1 		$1.36M Buy
12,718
+123
+1% +$13.5K 0.39% 22
2021
Q4 		$1.44M Sell
12,595
-138
-1% -$15.8K 0.41% 22
2021
Q3 		$1.46M Buy
+12,733
New +$1.48M 0.45% 22
2021
Q1 		$1.41M Buy
12,352
+640
+5% +$74.1K 0.5% 19
2020
Q4 		$1.38M Buy
+11,712
New +$1.38M 0.54% 17

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

WestHill Financial Advisors's AGG Position: Q2 2026 in Review

WestHill Financial Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.5% in Q2 2026, buying an estimated $8.61K and bringing the position to 17,524 shares worth $1.73M. The position accounts for 0.3% of the portfolio, ranked #26.

WestHill Financial Advisors first reported a position in AGG in Q4 2020 and has held it in 22 quarters since. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • WestHill Financial Advisors held 17,524 shares of iShares Core US Aggregate Bond ETF worth $1.73M as of Q2 2026.
  • WestHill Financial Advisors bought 87 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $8.61K.
  • iShares Core US Aggregate Bond ETF made up 0.3% of WestHill Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • WestHill Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.