5T Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

5T Wealth’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	$4.45M	Buy	44,979 +43	+0.1%	+$4.25K	1.66%	16
2026 Q1	$4.46M	Buy	44,936 +2,571	+6%	+$257K	1.76%	14
2025 Q4	$4.23M	Buy	42,365 +3,028	+8%	+$304K	1.69%	19
2025 Q3	$3.94M	Buy	39,337 +1,553	+4%	+$154K	1.72%	17
2025 Q2	$3.75M	Buy	37,784 +15,778	+72%	+$1.55M	1.78%	17
2025 Q1	$2.18M	Sell	22,006 -705	-3%	-$68.9K	1.17%	25
2024 Q4	$2.2M	Buy	+22,711	New	+$2.24M	1.2%	25

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

5T Wealth's AGG Position: Q2 2026 in Review

5T Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.1% in Q2 2026, buying an estimated $4.25K and bringing the position to 44,979 shares worth $4.45M. The position accounts for 1.66% of the portfolio, ranked #16.

5T Wealth first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.46M in Q1 2026. 799 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

5T Wealth held 44,979 shares of iShares Core US Aggregate Bond ETF worth $4.45M as of Q2 2026.
5T Wealth bought 43 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $4.25K.
iShares Core US Aggregate Bond ETF made up 1.66% of 5T Wealth's portfolio in Q2 2026, its #16 holding.
5T Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
5T Wealth's iShares Core US Aggregate Bond ETF position peaked at $4.46M in Q1 2026.
799 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.