Arrowroot Family Office’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Arrowroot Family Office’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	$15.7M	Sell	158,730 -663	-0.4%	-$65.6K	4.5%	4
2026 Q1	$15.8M	Sell	159,393 -11,427	-7%	-$1.14M	5.23%	3
2025 Q4	$17.1M	Buy	170,820 +33,353	+24%	+$3.35M	6.21%	2
2025 Q3	$13.8M	Buy	137,467 +14,439	+12%	+$1.43M	5.5%	2
2025 Q2	$12.2M	Buy	+123,028	New	+$12.1M	5.47%	2
2024 Q4	$8.22M	Buy	84,795 +26,882	+46%	+$2.65M	4.27%	3
2024 Q3	$5.86M	Buy	57,913 +13,882	+32%	+$1.38M	3.42%	5
2024 Q2	$4.27M	Buy	44,031 +11,096	+34%	+$1.07M	2.74%	8
2024 Q1	$3.23M	Buy	32,935 +4,000	+14%	+$391K	2.07%	14
2023 Q4	$2.87M	Buy	28,935 +6,294	+28%	+$599K	2.03%	13
2023 Q3	$2.13M	Buy	22,641 +8,803	+64%	+$848K	1.68%	16
2023 Q2	$1.36M	Buy	+13,838	New	+$1.37M	1.03%	33

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowroot Family Office's AGG Position: Q2 2026 in Review

Arrowroot Family Office reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.42% in Q2 2026, selling an estimated $65.6K and leaving 158,730 shares worth $15.7M. The position accounts for 4.5% of the portfolio, ranked #4.

Arrowroot Family Office first reported a position in AGG in Q2 2023 and has held it in 12 quarters since. The position peaked at $17.1M in Q4 2025. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Arrowroot Family Office held 158,730 shares of iShares Core US Aggregate Bond ETF worth $15.7M as of Q2 2026.
Arrowroot Family Office sold 663 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $65.6K.
iShares Core US Aggregate Bond ETF made up 4.5% of Arrowroot Family Office's portfolio in Q2 2026, its #4 holding.
Arrowroot Family Office first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 12 quarters since.
Arrowroot Family Office's iShares Core US Aggregate Bond ETF position peaked at $17.1M in Q4 2025.
2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.