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World Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

World Investment 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 		$25.7M Sell
259,013
-4,347
-2% -$430K 0.43% 46
2026
Q1 		$26.1M Sell
263,360
-28,802
-10% -$2.88M 0.42% 46
2025
Q4 		$29.2M Buy
292,162
+7,186
+3% +$721K 0.47% 37
2025
Q3 		$28.6M Buy
284,976
+2,722
+1% +$270K 0.58% 30
2025
Q2 		$28M Buy
282,254
+16,244
+6% +$1.59M 0.64% 29
2025
Q1 		$26.3M Sell
266,010
-146,857
-36% -$14.4M 0.68% 27
2024
Q4 		$40M Buy
412,867
+96,515
+31% +$9.51M 1.09% 13
2024
Q3 		$32M Buy
316,352
+299,854
+1,818% +$29.9M 1% 12
2024
Q2 		$1.6M Sell
16,498
-6,174
-27% -$596K 0.1% 187
2024
Q1 		$2.22M Sell
22,672
-8,126
-26% -$795K 0.32% 78
2023
Q4 		$3.06M Buy
30,798
+17,185
+126% +$1.64M 0.4% 58
2023
Q3 		$1.28M Buy
13,613
+689
+5% +$66.4K 0.25% 76
2023
Q2 		$1.27M Buy
12,924
+2,137
+20% +$211K 0.24% 73
2023
Q1 		$1.07M Sell
10,787
-5,401
-33% -$534K 0.22% 77
2022
Q4 		$1.57M Buy
16,188
+5,502
+51% +$532K 0.36% 54
2022
Q3 		$1.03M Buy
10,686
+5
+0% +$506 0.24% 68
2022
Q2 		$1.11M Buy
10,681
+3,173
+42% +$326K 0.23% 69
2022
Q1 		$804K Buy
7,508
+850
+13% +$93.5K 0.17% 101
2021
Q4 		$728K Sell
6,658
-2,009
-23% -$230K 0.15% 110
2021
Q3 		$995K Buy
8,667
+338
+4% +$39.2K 0.23% 79
2021
Q2 		$961K Sell
8,329
-2,350
-22% -$269K 0.22% 77
2021
Q1 		$1.22M Buy
10,679
+815
+8% +$94.4K 0.29% 60
2020
Q4 		$1.15M Buy
9,864
+2,973
+43% +$350K 0.29% 63
2020
Q3 		$814K Buy
6,891
+1,921
+39% +$228K 0.28% 60
2020
Q2 		$590K Buy
4,970
+596
+14% +$69.8K 0.21% 73
2020
Q1 		$505K Sell
4,374
-1,652
-27% -$188K 0.23% 68
2019
Q4 		$677K Sell
6,026
-158
-3% -$17.8K 0.26% 58
2019
Q3 		$700K Sell
6,184
-10
-0.2% -$1.12K 0.3% 48
2019
Q2 		$695K Sell
6,194
-51,147
-89% -$5.59M 0.31% 46
2019
Q1 		$6.25M Buy
57,341
+1,120
+2% +$120K 2.85% 12
2018
Q4 		$6.03M Buy
+56,221
New +$5.9M 2.7% 11

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

World Investment Advisors's AGG Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.7% in Q2 2026, selling an estimated $430K and leaving 259,013 shares worth $25.7M. The position accounts for 0.43% of the portfolio, ranked #46.

World Investment Advisors first reported a position in AGG in Q4 2018 and has held it in 31 quarters since. The position peaked at $40M in Q4 2024. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • World Investment Advisors held 259,013 shares of iShares Core US Aggregate Bond ETF worth $25.7M as of Q2 2026.
  • World Investment Advisors sold 4,347 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $430K.
  • iShares Core US Aggregate Bond ETF made up 0.43% of World Investment Advisors's portfolio in Q2 2026, its #46 holding.
  • World Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • World Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $40M in Q4 2024.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.