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Apella Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Apella Capital’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 		$1.87M Buy
19,037
+81
+0.4% +$8.01K 0.03% 276
2026
Q1 		$1.89M Buy
18,956
+3,111
+20% +$311K 0.03% 263
2025
Q4 		$1.58M Buy
15,845
+1,606
+11% +$161K 0.03% 227
2025
Q3 		$1.44M Buy
+14,239
New +$1.41M 0.03% 209
2024
Q2 		– Sell
-8,740
Closed -$847K – 309
2024
Q1 		$847K Buy
8,740
+1,494
+21% +$146K 0.04% 152
2023
Q4 		$713K Buy
7,246
+231
+3% +$22K 0.04% 159
2023
Q3 		$660K Sell
7,015
-5,685
-45% -$548K 0.05% 146
2023
Q2 		$1.24M Buy
+12,700
New +$1.26M 0.09% 101

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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

Apella Capital's AGG Position: Q2 2026 in Review

Apella Capital increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.43% in Q2 2026, buying an estimated $8.01K and bringing the position to 19,037 shares worth $1.87M. The position accounts for 0.03% of the portfolio, ranked #276.

Apella Capital first reported a position in AGG in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.89M in Q1 2026. 504 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Apella Capital held 19,037 shares of iShares Core US Aggregate Bond ETF worth $1.87M as of Q2 2026.
  • Apella Capital bought 81 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $8.01K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Apella Capital's portfolio in Q2 2026, its #276 holding.
  • Apella Capital first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 8 quarters since.
  • Apella Capital's iShares Core US Aggregate Bond ETF position peaked at $1.89M in Q1 2026.
  • 504 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.