AWA
AGG icon

Aletheian Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Aletheian Wealth 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 		$2.72M Sell
27,449
-1,339
-5% -$132K 1.16% 20
2026
Q1 		$2.86M Buy
+28,788
New +$2.88M 1.39% 18
2025
Q3 		$3.25M Hold
32,426
– – 1.51% 17
2025
Q2 		$3.22M Sell
32,426
-156
-0.5% -$15.3K 1.58% 15
2025
Q1 		$3.22M Sell
32,582
-280
-0.9% -$27.4K 1.81% 13
2024
Q4 		$3.18M Buy
32,862
+1,798
+6% +$177K 1.88% 12
2024
Q3 		$3.15M Buy
31,064
+958
+3% +$95.6K 1.84% 12
2024
Q2 		$2.92M Sell
30,106
-311
-1% -$30K 1.54% 17
2024
Q1 		$2.98M Sell
30,417
-15
-0% -$1.47K 1.62% 17
2023
Q4 		$3.02M Buy
30,432
+14,163
+87% +$1.35M 2% 11
2023
Q3 		$1.53M Sell
16,269
-221
-1% -$21.3K 1.17% 21
2023
Q2 		$1.62M Buy
16,490
+6,140
+59% +$607K 1.11% 21
2023
Q1 		$1.03M Buy
10,350
+999
+11% +$98.7K 0.91% 26
2022
Q4 		$907K Sell
9,351
-111
-1% -$10.7K 0.78% 34
2022
Q3 		$912K Buy
9,462
+1,600
+20% +$162K 1.04% 28
2022
Q2 		$799K Sell
7,862
-17,686
-69% -$1.82M 0.81% 31
2022
Q1 		$2.74M Buy
25,548
+10,611
+71% +$1.17M 2.6% 13
2021
Q4 		$1.7M Buy
+14,937
New +$1.71M 1.67% 12

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
R
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
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Aletheian Wealth Advisors's AGG Position: Q2 2026 in Review

Aletheian Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 4.7% in Q2 2026, selling an estimated $132K and leaving 27,449 shares worth $2.72M. The position accounts for 1.16% of the portfolio, ranked #20.

Aletheian Wealth Advisors first reported a position in AGG in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.25M in Q3 2025. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Aletheian Wealth Advisors held 27,449 shares of iShares Core US Aggregate Bond ETF worth $2.72M as of Q2 2026.
  • Aletheian Wealth Advisors sold 1,339 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $132K.
  • iShares Core US Aggregate Bond ETF made up 1.16% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Aletheian Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Aletheian Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $3.25M in Q3 2025.
  • 406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.