William Howard & Co Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

William Howard & Co 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	$924K	Hold	9,340	–	–	0.72%	25
2026 Q1	$927K	Hold	9,340	–	–	0.8%	22
2025 Q4	$933K	Hold	9,340	–	–	0.79%	22
2025 Q3	$936K	Hold	9,340	–	–	0.8%	22
2025 Q2	$927K	Sell	9,340 -122	-1%	-$12K	0.81%	21
2025 Q1	$936K	Hold	9,462	–	–	0.88%	18
2024 Q4	$916K	Sell	9,462 -2,477	-21%	-$244K	0.83%	18
2024 Q3	$1.21M	Hold	11,939	–	–	1.03%	17
2024 Q2	$1.16M	Hold	11,939	–	–	1.07%	16
2024 Q1	$1.17M	Buy	+11,939	New	+$1.17M	1.1%	16

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 22.96% 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

William Howard & Co Financial Advisors's AGG Position: Q2 2026 in Review

William Howard & Co Financial Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 9,340 shares worth $924K. The position accounts for 0.72% of the portfolio, ranked #25.

William Howard & Co Financial Advisors first reported a position in AGG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.21M in Q3 2024. 2,078 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

William Howard & Co Financial Advisors held 9,340 shares of iShares Core US Aggregate Bond ETF worth $924K as of Q2 2026.
William Howard & Co Financial Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.72% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #25 holding.
William Howard & Co Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
William Howard & Co Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.21M in Q3 2024.
2,078 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.