ALM First Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

ALM First Financial 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	$967K	Hold	9,767	–	–	0.16%	18
2026 Q1	$970K	Hold	9,767	–	–	0.17%	21
2025 Q4	$976K	Hold	9,767	–	–	0.19%	21
2025 Q3	$979K	Hold	9,767	–	–	0.2%	19
2025 Q2	$969K	Hold	9,767	–	–	0.21%	19
2025 Q1	$966K	Buy	+9,767	New	+$955K	0.22%	19

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

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

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

ALM First Financial Advisors's AGG Position: Q2 2026 in Review

ALM First Financial Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 9,767 shares worth $967K. The position accounts for 0.16% of the portfolio, ranked #18.

ALM First Financial Advisors first reported a position in AGG in Q1 2025 and has held it in 6 quarters since. The position peaked at $979K in Q3 2025. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

ALM First Financial Advisors held 9,767 shares of iShares Core US Aggregate Bond ETF worth $967K as of Q2 2026.
ALM First Financial Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.16% of ALM First Financial Advisors's portfolio in Q2 2026, its #18 holding.
ALM First Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
ALM First Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $979K in Q3 2025.
406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on ALM First Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.