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Aspect Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Aspect Partners’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 		$6.23M Buy
62,920
+8,599
+16% +$851K 2.32% 13
2026
Q1 		$5.39M Buy
54,321
+2,478
+5% +$248K 2.2% 15
2025
Q4 		$5.18M Buy
51,843
+3,064
+6% +$307K 2.27% 15
2025
Q3 		$4.89M Buy
48,779
+5,548
+13% +$550K 2.22% 15
2025
Q2 		$4.29M Buy
43,231
+3,405
+9% +$334K 2.11% 14
2025
Q1 		$3.94M Buy
39,826
+4,948
+14% +$484K 2.26% 14
2024
Q4 		$3.38M Sell
34,878
-1,377
-4% -$136K 1.95% 14
2024
Q3 		$3.67M Sell
36,255
-4,269
-11% -$426K 2.06% 15
2024
Q2 		$3.93M Sell
40,524
-3,661
-8% -$353K 2.34% 11
2024
Q1 		$4.33M Buy
44,185
+520
+1% +$50.9K 3.41% 10
2023
Q4 		$4.33M Buy
+43,665
New +$4.16M 2.79% 9

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
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

Aspect Partners's AGG Position: Q2 2026 in Review

Aspect Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 16% in Q2 2026, buying an estimated $851K and bringing the position to 62,920 shares worth $6.23M. The position accounts for 2.32% of the portfolio, ranked #13.

Aspect Partners first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Aspect Partners held 62,920 shares of iShares Core US Aggregate Bond ETF worth $6.23M as of Q2 2026.
  • Aspect Partners bought 8,599 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $851K.
  • iShares Core US Aggregate Bond ETF made up 2.32% of Aspect Partners's portfolio in Q2 2026, its #13 holding.
  • Aspect Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.