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Atomi Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Atomi Financial Group’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 		$24.6M Sell
248,550
-50,561
-17% -$5M 0.64% 31
2026
Q1 		$29.7M Buy
299,111
+27,484
+10% +$2.75M 0.91% 24
2025
Q4 		$27.1M Buy
271,627
+2,524
+0.9% +$253K 0.8% 27
2025
Q3 		$27M Buy
269,103
+46,940
+21% +$4.66M 0.87% 24
2025
Q2 		$22M Buy
222,163
+18,736
+9% +$1.84M 0.83% 26
2025
Q1 		$20.1M Sell
203,427
-14,586
-7% -$1.43M 0.92% 27
2024
Q4 		$21.1M Buy
218,013
+20,554
+10% +$2.02M 1.07% 20
2024
Q3 		$20M Sell
197,459
-3,427
-2% -$342K 1.25% 13
2024
Q2 		$19.5M Buy
200,886
+166,796
+489% +$16.1M 1.44% 11
2024
Q1 		$3.34M Sell
34,090
-3,345
-9% -$327K 0.31% 75
2023
Q4 		$3.72M Buy
37,435
+20,872
+126% +$1.99M 0.51% 34
2023
Q3 		$1.56M Buy
16,563
+8,788
+113% +$846K 0.52% 50
2023
Q2 		$762K Buy
+7,775
New +$769K 0.35% 83

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atomi Financial Group's AGG Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 17% in Q2 2026, selling an estimated $5M and leaving 248,550 shares worth $24.6M. The position accounts for 0.64% of the portfolio, ranked #31.

Atomi Financial Group first reported a position in AGG in Q2 2023 and has held it in 13 quarters since. The position peaked at $29.7M in Q1 2026. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Atomi Financial Group held 248,550 shares of iShares Core US Aggregate Bond ETF worth $24.6M as of Q2 2026.
  • Atomi Financial Group sold 50,561 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $5M.
  • iShares Core US Aggregate Bond ETF made up 0.64% of Atomi Financial Group's portfolio in Q2 2026, its #31 holding.
  • Atomi Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Atomi Financial Group's iShares Core US Aggregate Bond ETF position peaked at $29.7M in Q1 2026.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.