Abound Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Abound Wealth Management’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	$50.5M	Buy	510,029 +29,191	+6%	+$2.89M	10.02%	2
2026 Q1	$47.7M	Buy	480,838 +26,906	+6%	+$2.69M	10.85%	2
2025 Q4	$45.3M	Buy	453,932 +33,267	+8%	+$3.34M	10.62%	2
2025 Q3	$42.2M	Buy	420,665 +15,038	+4%	+$1.49M	10.56%	2
2025 Q2	$40.2M	Buy	405,627 +16,839	+4%	+$1.65M	11.37%	2
2025 Q1	$38.5M	Buy	388,788 +23,289	+6%	+$2.28M	12.84%	2
2024 Q4	$35.4M	Buy	365,499 +25,670	+8%	+$2.53M	11.36%	2
2024 Q3	$34.4M	Buy	339,829 +19,387	+6%	+$1.93M	11.43%	3
2024 Q2	$31.1M	Buy	320,442 +25,413	+9%	+$2.45M	11.47%	3
2024 Q1	$28.9M	Buy	295,029 +17,720	+6%	+$1.73M	11.01%	3
2023 Q4	$27.5M	Buy	277,309 +56,295	+25%	+$5.36M	11.04%	2
2023 Q3	$20.8M	Buy	221,014 +20,279	+10%	+$1.95M	8.85%	4
2023 Q2	$19.7M	Buy	200,735 +42,768	+27%	+$4.23M	8.22%	5
2023 Q1	$15.7M	Buy	157,967 +20,719	+15%	+$2.05M	7.06%	6
2022 Q4	$13.3M	Buy	137,248 +6,614	+5%	+$640K	6.52%	6
2022 Q3	$12.6M	Buy	130,634 +7,008	+6%	+$709K	6.79%	6
2022 Q2	$12.6M	Sell	123,626 -54,617	-31%	-$5.61M	7%	7
2022 Q1	$19.1M	Buy	178,243 +9,621	+6%	+$1.06M	13.77%	1
2021 Q4	$19.2M	Buy	+168,622	New	+$19.3M	15.11%	1

Other funds holding AGG

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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

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

BTI

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Abound Wealth Management's AGG Position: Q2 2026 in Review

Abound Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 6.1% in Q2 2026, buying an estimated $2.89M and bringing the position to 510,029 shares worth $50.5M. The position accounts for 10.02% of the portfolio, ranked #2.

Abound Wealth Management first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. 460 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Abound Wealth Management held 510,029 shares of iShares Core US Aggregate Bond ETF worth $50.5M as of Q2 2026.
Abound Wealth Management bought 29,191 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.89M.
iShares Core US Aggregate Bond ETF made up 10.02% of Abound Wealth Management's portfolio in Q2 2026, its #2 holding.
Abound Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
460 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.