Attessa Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Attessa Capital’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	$515K	Buy	5,206 +281	+6%	+$27.8K	0.23%	26
2026 Q1	$489K	Sell	4,925 -58	-1%	-$5.8K	0.27%	24
2025 Q4	$498K	Sell	4,983 -2,274	-31%	-$228K	0.27%	21
2025 Q3	$730K	Buy	7,257 +804	+12%	+$79.8K	0.43%	16
2025 Q2	$640K	Buy	6,453 +2,474	+62%	+$242K	0.41%	18
2025 Q1	$394K	Buy	3,979 +435	+12%	+$42.5K	0.26%	24
2024 Q4	$343K	Buy	+3,544	New	+$349K	0.23%	31

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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) 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

Attessa Capital's AGG Position: Q2 2026 in Review

Attessa Capital increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.7% in Q2 2026, buying an estimated $27.8K and bringing the position to 5,206 shares worth $515K. The position accounts for 0.23% of the portfolio, ranked #26.

Attessa Capital first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $730K in Q3 2025. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Attessa Capital held 5,206 shares of iShares Core US Aggregate Bond ETF worth $515K as of Q2 2026.
Attessa Capital bought 281 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $27.8K.
iShares Core US Aggregate Bond ETF made up 0.23% of Attessa Capital's portfolio in Q2 2026, its #26 holding.
Attessa Capital first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Attessa Capital's iShares Core US Aggregate Bond ETF position peaked at $730K in Q3 2025.
1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Attessa Capital's 13F filing for Q2 2026, filed 8 Jul 2026.