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Arvest Investments’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Arvest Investments’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 		$12.6K Buy
127
+23
+22% +$2.28K ﹤0.01% 193
2026
Q1 		$10.3K Sell
104
-6,386
-98% -$639K ﹤0.01% 186
2025
Q4 		$648K Buy
6,490
+6,386
+6,140% +$641K 0.09% 124
2025
Q3 		$10.4K Buy
104
+3
+3% +$298 ﹤0.01% 172
2025
Q2 		$10K Hold
101
– – ﹤0.01% 164
2025
Q1 		$9.99K Sell
101
-4,425
-98% -$433K ﹤0.01% 148
2024
Q4 		$439K Buy
4,526
+4,425
+4,381% +$436K 0.07% 126
2024
Q3 		$10.2K Hold
101
– – ﹤0.01% 147
2024
Q2 		$9.8K Hold
101
– – ﹤0.01% 146
2024
Q1 		$9.89K Sell
101
-1,207
-92% -$118K ﹤0.01% 139
2023
Q4 		$130K Buy
+1,308
New +$124K 0.02% 121

Other funds holding AGG

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
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
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Arvest Investments's AGG Position: Q2 2026 in Review

Arvest Investments increased its iShares Core US Aggregate Bond ETF (AGG) stake by 22% in Q2 2026, buying an estimated $2.28K and bringing the position to 127 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

Arvest Investments first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $648K in Q4 2025. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Arvest Investments held 127 shares of iShares Core US Aggregate Bond ETF worth $12.6K as of Q2 2026.
  • Arvest Investments bought 23 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.28K.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of Arvest Investments's portfolio in Q2 2026, its #193 holding.
  • Arvest Investments first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Arvest Investments's iShares Core US Aggregate Bond ETF position peaked at $648K in Q4 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.