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Astoria Strategic Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Astoria Strategic Wealth’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 		$7.22M Buy
72,910
+1,810
+3% +$179K 1.65% 13
2026
Q1 		$7.06M Sell
71,100
-134
-0.2% -$13.4K 1.79% 13
2025
Q4 		$7.11M Sell
71,234
-316
-0.4% -$31.7K 1.79% 13
2025
Q3 		$7.17M Sell
71,550
-143
-0.2% -$14.2K 1.81% 13
2025
Q2 		$7.11M Sell
71,693
-464
-0.6% -$45.5K 1.92% 13
2025
Q1 		$7.14M Sell
72,157
-1,270
-2% -$124K 2.1% 11
2024
Q4 		$7.12M Sell
73,427
-7,792
-10% -$767K 2.12% 11
2024
Q3 		$8.23M Sell
81,219
-182,473
-69% -$18.2M 2.41% 11
2024
Q2 		$25.6M Buy
263,692
+633
+0.2% +$61.1K 7.92% 4
2024
Q1 		$25.8M Buy
263,059
+719
+0.3% +$70.4K 8.16% 4
2023
Q4 		$26M Buy
262,340
+8,908
+4% +$848K 8.84% 4
2023
Q3 		$23.8M Buy
253,432
+1,139
+0.5% +$110K 8.96% 4
2023
Q2 		$24.7M Sell
252,293
-16,258
-6% -$1.61M 9.13% 4
2023
Q1 		$26.8M Sell
268,551
-877
-0.3% -$86.7K 10.33% 3
2022
Q4 		$26.1M Sell
269,428
-7,598
-3% -$735K 10.93% 3
2022
Q3 		$26.7M Buy
277,026
+164,354
+146% +$16.6M 12.18% 2
2022
Q2 		$11.5M Sell
112,672
-89,396
-44% -$9.19M 5.03% 7
2022
Q1 		$21.6M Buy
202,068
+184,167
+1,029% +$20.3M 8.49% 4
2021
Q4 		$2.04M Buy
+17,901
New +$2.05M 0.78% 18

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
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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Astoria Strategic Wealth's AGG Position: Q2 2026 in Review

Astoria Strategic Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.5% in Q2 2026, buying an estimated $179K and bringing the position to 72,910 shares worth $7.22M. The position accounts for 1.65% of the portfolio, ranked #13.

Astoria Strategic Wealth first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $26.8M in Q1 2023. 574 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Astoria Strategic Wealth held 72,910 shares of iShares Core US Aggregate Bond ETF worth $7.22M as of Q2 2026.
  • Astoria Strategic Wealth bought 1,810 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $179K.
  • iShares Core US Aggregate Bond ETF made up 1.65% of Astoria Strategic Wealth's portfolio in Q2 2026, its #13 holding.
  • Astoria Strategic Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Astoria Strategic Wealth's iShares Core US Aggregate Bond ETF position peaked at $26.8M in Q1 2023.
  • 574 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Astoria Strategic Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.