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

Alteri 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 		$1.82M Buy
18,369
+4,312
+31% +$427K 0.5% 40
2026
Q1 		$1.4M Buy
14,057
+2,915
+26% +$292K 0.45% 43
2025
Q4 		$1.11M Buy
11,142
+775
+7% +$77.8K 0.36% 63
2025
Q3 		$1.04M Buy
10,367
+2,972
+40% +$295K 0.36% 67
2025
Q2 		$734K Buy
7,395
+3,311
+81% +$324K 0.28% 92
2025
Q1 		$404K Buy
+4,084
New +$399K 0.18% 152

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CI
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
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Alteri Wealth's AGG Position: Q2 2026 in Review

Alteri Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 31% in Q2 2026, buying an estimated $427K and bringing the position to 18,369 shares worth $1.82M. The position accounts for 0.5% of the portfolio, ranked #40.

Alteri Wealth first reported a position in AGG in Q1 2025 and has held it in 6 quarters since. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Alteri Wealth held 18,369 shares of iShares Core US Aggregate Bond ETF worth $1.82M as of Q2 2026.
  • Alteri Wealth bought 4,312 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $427K.
  • iShares Core US Aggregate Bond ETF made up 0.5% of Alteri Wealth's portfolio in Q2 2026, its #40 holding.
  • Alteri Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.