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Armis Advisers’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Armis Advisers’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 		$1.17M Buy
11,860
+9,005
+315% +$891K 0.11% 149
2026
Q1 		$282K Buy
2,855
+33
+1% +$3.3K 0.03% 365
2025
Q4 		$278K Sell
2,822
-5,725
-67% -$574K 0.03% 335
2025
Q3 		$856K Buy
8,547
+79
+0.9% +$7.84K 0.08% 142
2025
Q2 		$837K Sell
8,468
-77
-0.9% -$7.54K 0.07% 210
2025
Q1 		$846K Buy
8,545
+2,814
+49% +$275K 0.08% 184
2024
Q4 		$555K Buy
+5,731
New +$564K 0.07% 180

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
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
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Armis Advisers's AGG Position: Q2 2026 in Review

Armis Advisers increased its iShares Core US Aggregate Bond ETF (AGG) stake by 315% in Q2 2026, buying an estimated $891K and bringing the position to 11,860 shares worth $1.17M. The position accounts for 0.11% of the portfolio, ranked #149.

Armis Advisers first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. 449 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Armis Advisers held 11,860 shares of iShares Core US Aggregate Bond ETF worth $1.17M as of Q2 2026.
  • Armis Advisers bought 9,005 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $891K.
  • iShares Core US Aggregate Bond ETF made up 0.11% of Armis Advisers's portfolio in Q2 2026, its #149 holding.
  • Armis Advisers first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 449 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.