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Winthrop Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Winthrop Advisory Group’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 		$417K Sell
4,215
-3,751
-47% -$371K 0.03% 138
2026
Q1 		$791K Sell
7,966
-1,315
-14% -$132K 0.06% 86
2025
Q4 		$927K Buy
9,281
+3,452
+59% +$346K 0.08% 73
2025
Q3 		$584K Sell
5,829
-252
-4% -$25K 0.05% 95
2025
Q2 		$603K Buy
6,081
+217
+4% +$21.3K 0.06% 91
2025
Q1 		$580K Sell
5,864
-3,429
-37% -$335K 0.07% 81
2024
Q4 		$900K Sell
9,293
-137
-1% -$13.5K 0.11% 64
2024
Q3 		$955K Buy
9,430
+3,823
+68% +$381K 0.12% 60
2024
Q2 		$544K Buy
5,607
+2,666
+91% +$257K 0.07% 76
2024
Q1 		$288K Buy
2,941
+803
+38% +$78.6K 0.04% 117
2023
Q4 		$212K Buy
+2,138
New +$203K 0.03% 129
2023
Q2 		– Sell
-2,031
Closed -$202K – 135
2023
Q1 		$202K Buy
+2,031
New +$201K 0.04% 119
2022
Q2 		– Sell
-9,521
Closed -$1.02M – 122
2022
Q1 		$1.02M Sell
9,521
-354
-4% -$39K 0.21% 43
2021
Q4 		$1.13M Buy
9,875
+7,053
+250% +$807K 0.23% 41
2021
Q3 		$324K Sell
2,822
-3,598
-56% -$417K 0.07% 92
2021
Q2 		$739K Sell
6,420
-407
-6% -$46.6K 0.17% 48
2021
Q1 		$777K Buy
6,827
+72
+1% +$8.34K 0.19% 45
2020
Q4 		$798K Buy
6,755
+4,609
+215% +$543K 0.21% 44
2020
Q3 		$253K Buy
2,146
+19
+0.9% +$2.25K 0.08% 102
2020
Q2 		$251K Buy
2,127
+12
+0.6% +$1.41K 0.09% 76
2020
Q1 		$244K Sell
2,115
-42
-2% -$4.79K 0.1% 72
2019
Q4 		$242K Buy
2,157
+133
+7% +$15K 0.09% 95
2019
Q3 		$229K Buy
+2,024
New +$228K 0.09% 86

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

Winthrop Advisory Group's AGG Position: Q2 2026 in Review

Winthrop Advisory Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 47% in Q2 2026, selling an estimated $371K and leaving 4,215 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #138.

Winthrop Advisory Group first reported a position in AGG in Q3 2019 and has held it in 23 quarters since. The position peaked at $1.13M in Q4 2021. 2,099 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Winthrop Advisory Group held 4,215 shares of iShares Core US Aggregate Bond ETF worth $417K as of Q2 2026.
  • Winthrop Advisory Group sold 3,751 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $371K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Winthrop Advisory Group's portfolio in Q2 2026, its #138 holding.
  • Winthrop Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q3 2019 and has held it in 23 quarters since.
  • Winthrop Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $1.13M in Q4 2021.
  • 2,099 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.