Acorn Financial Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Acorn Financial Advisory Services's AGG Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.8% in Q2 2026, buying an estimated $3.09M and bringing the position to 567,447 shares worth $56.2M. The position accounts for 7.45% of the portfolio, ranked #1.

Acorn Financial Advisory Services first reported a position in AGG in Q1 2023 and has held it in 14 quarters since. 1,445 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

• Acorn Financial Advisory Services held 567,447 shares of iShares Core US Aggregate Bond ETF worth $56.2M as of Q2 2026.
• Acorn Financial Advisory Services bought 31,181 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $3.09M.
• iShares Core US Aggregate Bond ETF made up 7.45% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #1 holding.
• Acorn Financial Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
• 1,445 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.