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Willis Johnson & Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Willis Johnson & Associates’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 		– Sell
-5,781
Closed -$574K – 104
2026
Q1 		$574K Buy
5,781
+334
+6% +$33.4K 0.03% 106
2025
Q4 		$544K Buy
5,447
+490
+10% +$49.2K 0.03% 101
2025
Q3 		$497K Buy
4,957
+175
+4% +$17.4K 0.03% 102
2025
Q2 		$474K Buy
4,782
+309
+7% +$30.3K 0.03% 101
2025
Q1 		$442K Sell
4,473
-3,605
-45% -$352K 0.03% 98
2024
Q4 		$783K Buy
8,078
+3,644
+82% +$359K 0.06% 73
2024
Q3 		$449K Buy
4,434
+362
+9% +$36.1K 0.03% 99
2024
Q2 		$395K Buy
4,072
+71
+2% +$6.85K 0.03% 101
2024
Q1 		$392K Buy
4,001
+201
+5% +$19.7K 0.03% 102
2023
Q4 		$377K Buy
+3,800
New +$362K 0.03% 97
2023
Q3 		– Sell
-2,077
Closed -$203K – 129
2023
Q2 		$203K Sell
2,077
-5
-0.2% -$494 0.02% 127
2023
Q1 		$207K Sell
2,082
-206
-9% -$20.4K 0.02% 114
2022
Q4 		$222K Buy
+2,288
New +$221K 0.03% 105

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 22.9% 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

Willis Johnson & Associates's AGG Position: Q2 2026 in Review

Willis Johnson & Associates sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 5,781 shares — an estimated $574K sold.

Willis Johnson & Associates first reported a position in AGG in Q4 2022 and held it in 13 quarters. The position peaked at $783K in Q4 2024. 2,098 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Willis Johnson & Associates reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Willis Johnson & Associates sold 5,781 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $574K.
  • Willis Johnson & Associates first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and held it in 13 quarters.
  • Willis Johnson & Associates's iShares Core US Aggregate Bond ETF position peaked at $783K in Q4 2024.
  • 2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.