AFC
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Ares Financial Consulting’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Ares Financial Consulting’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 		$93.5K Hold
945
– – 0.07% 154
2026
Q1 		$93.6K Buy
945
+100
+12% +$10K 0.07% 146
2025
Q4 		$84.4K Buy
+845
New +$84.8K 0.08% 119

Other funds holding AGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 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

Ares Financial Consulting's AGG Position: Q2 2026 in Review

Ares Financial Consulting held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 945 shares worth $93.5K. The position accounts for 0.07% of the portfolio, ranked #154.

Ares Financial Consulting first reported a position in AGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $93.6K in Q1 2026. 1,270 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Ares Financial Consulting held 945 shares of iShares Core US Aggregate Bond ETF worth $93.5K as of Q2 2026.
  • Ares Financial Consulting left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.07% of Ares Financial Consulting's portfolio in Q2 2026, its #154 holding.
  • Ares Financial Consulting first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's iShares Core US Aggregate Bond ETF position peaked at $93.6K in Q1 2026.
  • 1,270 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.