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Apeiron RIA’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Apeiron RIA’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 		$352K Buy
3,556
+215
+6% +$21.3K 0.09% 120
2026
Q1 		$332K Sell
3,341
-1,132
-25% -$113K 0.08% 154
2025
Q4 		$446K Buy
4,473
+912
+26% +$91.5K 0.09% 128
2025
Q3 		$358K Sell
3,561
-351
-9% -$34.8K 0.08% 154
2025
Q2 		$388K Sell
3,912
-1,104
-22% -$108K 0.1% 145
2025
Q1 		$496K Buy
5,016
+2,635
+111% +$258K 0.15% 123
2024
Q4 		$231K Sell
2,381
-192
-7% -$18.9K 0.06% 192
2024
Q3 		$261K Buy
2,573
+25
+1% +$2.49K 0.07% 175
2024
Q2 		$247K Sell
2,548
-2
-0.1% -$193 0.08% 182
2024
Q1 		$250K Hold
2,550
– – 0.07% 183
2023
Q4 		$253K Buy
2,550
+83
+3% +$7.9K 0.08% 175
2023
Q3 		$232K Sell
2,467
-400
-14% -$38.5K 0.08% 176
2023
Q2 		$281K Hold
2,867
– – 0.1% 155
2023
Q1 		$286K Sell
2,867
-473
-14% -$46.7K 0.1% 159
2022
Q4 		$324K Buy
3,340
+867
+35% +$83.9K 0.12% 129
2022
Q3 		$236K Buy
+2,473
New +$250K 0.11% 155
2022
Q2 		– Sell
-2,213
Closed -$233K – 149
2022
Q1 		$233K Sell
2,213
-378
-15% -$41.6K 0.11% 136
2021
Q4 		$296K Buy
+2,591
New +$296K 0.12% 119

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Apeiron RIA's AGG Position: Q2 2026 in Review

Apeiron RIA increased its iShares Core US Aggregate Bond ETF (AGG) stake by 6.4% in Q2 2026, buying an estimated $21.3K and bringing the position to 3,556 shares worth $352K. The position accounts for 0.09% of the portfolio, ranked #120.

Apeiron RIA first reported a position in AGG in Q4 2021 and has held it in 18 quarters since. The position peaked at $496K in Q1 2025. 479 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Apeiron RIA held 3,556 shares of iShares Core US Aggregate Bond ETF worth $352K as of Q2 2026.
  • Apeiron RIA bought 215 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $21.3K.
  • iShares Core US Aggregate Bond ETF made up 0.09% of Apeiron RIA's portfolio in Q2 2026, its #120 holding.
  • Apeiron RIA first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Apeiron RIA's iShares Core US Aggregate Bond ETF position peaked at $496K in Q1 2025.
  • 479 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.