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Your Advocates Ltd’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Your Advocates Ltd’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
-618
Closed -$61.3K – 211
2026
Q1 		$61.3K Sell
618
-132
-18% -$13.2K 0.02% 58
2025
Q4 		$74.9K Buy
750
+618
+468% +$62K 0.02% 48
2025
Q3 		$13.2K Sell
132
-4,443
-97% -$441K ﹤0.01% 107
2025
Q2 		$454K Buy
4,575
+350
+8% +$34.3K 0.16% 19
2025
Q1 		$418K Buy
4,225
+235
+6% +$23K 0.16% 21
2024
Q4 		$387K Buy
3,990
+353
+10% +$34.8K 0.15% 22
2024
Q3 		$368K Sell
3,637
-205
-5% -$20.5K 0.14% 23
2024
Q2 		$373K Sell
3,842
-1,040
-21% -$100K 0.16% 22
2024
Q1 		$478K Buy
4,882
+102
+2% +$9.98K 0.2% 22
2023
Q4 		$474K Sell
4,780
-880
-16% -$83.7K 0.19% 23
2023
Q3 		$532K Buy
5,660
+1,914
+51% +$184K 0.32% 22
2023
Q2 		$367K Buy
3,746
+60
+2% +$5.93K 0.19% 25
2023
Q1 		$367K Sell
3,686
-19,907
-84% -$1.97M 0.2% 26
2022
Q4 		$2.29M Sell
23,593
-11,699
-33% -$1.13M 1.32% 13
2022
Q3 		$3.4M Buy
35,292
+3,160
+10% +$320K 2.04% 9
2022
Q2 		$3.27M Buy
32,132
+27,494
+593% +$2.83M 1.93% 9
2022
Q1 		$497K Buy
4,638
+672
+17% +$74K 0.28% 20
2021
Q4 		$452K Buy
3,966
+3,730
+1,581% +$427K 0.26% 19
2021
Q3 		$27K Hold
236
– – 0.02% 52
2021
Q2 		$27K Hold
236
– – 0.02% 50
2021
Q1 		$27K Sell
236
-27
-10% -$3.13K 0.02% 52
2020
Q4 		$31K Hold
263
– – 0.02% 47
2020
Q3 		$31K Buy
+263
New +$31.2K 0.02% 45

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

Your Advocates Ltd's AGG Position: Q2 2026 in Review

Your Advocates Ltd sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 618 shares — an estimated $61.3K sold.

Your Advocates Ltd first reported a position in AGG in Q3 2020 and held it in 23 quarters. The position peaked at $3.4M in Q3 2022. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Your Advocates Ltd reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Your Advocates Ltd sold 618 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $61.3K.
  • Your Advocates Ltd first reported a position in iShares Core US Aggregate Bond ETF in Q3 2020 and held it in 23 quarters.
  • Your Advocates Ltd's iShares Core US Aggregate Bond ETF position peaked at $3.4M in Q3 2022.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.