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

Apollon Wealth Management’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	$6.51M	Sell	65,796 -1,233	-2%	-$122K	0.08%	205
2026 Q1	$6.65M	Buy	67,029 +11,603	+21%	+$1.16M	0.11%	168
2025 Q4	$5.54M	Sell	55,426 -2,708	-5%	-$272K	0.1%	188
2025 Q3	$5.83M	Buy	58,134 +4,062	+8%	+$403K	0.1%	179
2025 Q2	$5.36M	Sell	54,072 -6,624	-11%	-$649K	0.11%	169
2025 Q1	$6M	Sell	60,696 -2,227	-4%	-$218K	0.13%	145
2024 Q4	$6.1M	Buy	62,923 +6,430	+11%	+$633K	0.14%	128
2024 Q3	$5.72M	Sell	56,493 -957	-2%	-$95.5K	0.16%	113
2024 Q2	$5.58M	Sell	57,450 -286,485	-83%	-$27.7M	0.17%	110
2024 Q1	$33.7M	Sell	343,935 -257,405	-43%	-$25.2M	1.06%	15
2023 Q4	$59.7M	Buy	601,340 +400,877	+200%	+$38.1M	2.06%	3
2023 Q3	$18.9M	Buy	200,463 +54,158	+37%	+$5.22M	0.95%	16
2023 Q2	$14.3M	Buy	146,305 +46,229	+46%	+$4.57M	0.69%	19
2023 Q1	$9.97M	Buy	100,076 +11,108	+12%	+$1.1M	0.61%	25
2022 Q4	$8.63M	Sell	88,968 -1,852	-2%	-$179K	0.61%	23
2022 Q3	$8.75M	Buy	90,820 +12,761	+16%	+$1.29M	0.72%	19
2022 Q2	$7.94M	Buy	78,059 +739	+1%	+$75.9K	0.66%	25
2022 Q1	$8.28M	Buy	77,320 +16,818	+28%	+$1.85M	0.59%	27
2021 Q4	$6.9M	Buy	60,502 +11,773	+24%	+$1.35M	0.52%	35
2021 Q3	$5.6M	Buy	48,729 +14,786	+44%	+$1.71M	0.77%	24
2021 Q2	$3.92M	Sell	33,943 -5,644	-14%	-$647K	0.7%	31
2021 Q1	$4.51M	Buy	39,587 +21,002	+113%	+$2.43M	0.87%	21
2020 Q4	$2.2M	Buy	18,585 +2,348	+14%	+$277K	0.6%	42
2020 Q3	$1.92M	Buy	16,237 +391	+2%	+$46.4K	0.86%	21
2020 Q2	$1.87M	Buy	15,846 +573	+4%	+$67.1K	1.03%	21
2020 Q1	$1.76M	Buy	15,273 +12,300	+414%	+$1.4M	1.81%	14
2019 Q4	$336K	Buy	2,973 +1,099	+59%	+$124K	0.3%	47
2019 Q3	$212K	Buy	1,874 +1,240	+196%	+$139K	0.22%	59
2019 Q2	$71K	Buy	+634	New	+$69.3K	0.08%	78

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Apollon Wealth Management's AGG Position: Q2 2026 in Review

Apollon Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.8% in Q2 2026, selling an estimated $122K and leaving 65,796 shares worth $6.51M. The position accounts for 0.08% of the portfolio, ranked #205.

Apollon Wealth Management first reported a position in AGG in Q2 2019 and has held it in 29 quarters since. The position peaked at $59.7M in Q4 2023. 644 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Apollon Wealth Management held 65,796 shares of iShares Core US Aggregate Bond ETF worth $6.51M as of Q2 2026.
Apollon Wealth Management sold 1,233 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $122K.
iShares Core US Aggregate Bond ETF made up 0.08% of Apollon Wealth Management's portfolio in Q2 2026, its #205 holding.
Apollon Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2019 and has held it in 29 quarters since.
Apollon Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $59.7M in Q4 2023.
644 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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