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Apollon Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Apollon Financial’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 		$2.23M Buy
22,512
+971
+5% +$96.1K 0.26% 86
2026
Q1 		$2.14M Sell
21,541
-4,926
-19% -$493K 0.3% 84
2025
Q4 		$2.64M Buy
26,467
+17,188
+185% +$1.72M 0.38% 65
2025
Q3 		$930K Sell
9,279
-1,097
-11% -$109K 0.15% 114
2025
Q2 		$1.03M Sell
10,376
-400
-4% -$39.2K 0.21% 99
2025
Q1 		$1.07M Sell
10,776
-769
-7% -$75.2K 0.25% 89
2024
Q4 		$1.12M Buy
11,545
+125
+1% +$12.3K 0.28% 78
2024
Q3 		$1.16M Buy
11,420
+75
+0.7% +$7.48K 0.34% 61
2024
Q2 		$1.1M Sell
11,345
-1,085
-9% -$105K 0.36% 54
2024
Q1 		$1.22M Sell
12,430
-672
-5% -$65.8K 0.42% 49
2023
Q4 		$1.3M Buy
+13,102
New +$1.25M 0.51% 45

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Apollon Financial's AGG Position: Q2 2026 in Review

Apollon Financial increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.5% in Q2 2026, buying an estimated $96.1K and bringing the position to 22,512 shares worth $2.23M. The position accounts for 0.26% of the portfolio, ranked #86.

Apollon Financial first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.64M in Q4 2025. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Apollon Financial held 22,512 shares of iShares Core US Aggregate Bond ETF worth $2.23M as of Q2 2026.
  • Apollon Financial bought 971 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $96.1K.
  • iShares Core US Aggregate Bond ETF made up 0.26% of Apollon Financial's portfolio in Q2 2026, its #86 holding.
  • Apollon Financial first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Apollon Financial's iShares Core US Aggregate Bond ETF position peaked at $2.64M in Q4 2025.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.