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

Winter & 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
-7,637
Closed -$756K – 86
2026
Q1 		$756K Sell
7,637
-1,100
-13% -$110K 0.66% 33
2025
Q4 		$873K Buy
+8,737
New +$877K 0.81% 31

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

Winter & Associates's AGG Position: Q2 2026 in Review

Winter & Associates sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 7,637 shares — an estimated $756K sold.

Winter & Associates first reported a position in AGG in Q4 2025 and held it in 2 quarters. The position peaked at $873K in Q4 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Winter & Associates reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Winter & Associates sold 7,637 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $756K.
  • Winter & Associates first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Winter & Associates's iShares Core US Aggregate Bond ETF position peaked at $873K in Q4 2025.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.