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Atticus Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Atticus Wealth Management’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 		– Sell
-2,653
Closed -$263K – 179
2026
Q1 		$263K Buy
2,653
+3
+0.1% +$300 0.07% 151
2025
Q4 		$265K Buy
2,650
+35
+1% +$3.51K 0.07% 173
2025
Q3 		$262K Sell
2,615
-239
-8% -$23.7K 0.07% 177
2025
Q2 		$283K Sell
2,854
-4,190
-59% -$411K 0.08% 134
2025
Q1 		$697K Sell
7,044
-143,109
-95% -$14M 0.23% 63
2024
Q4 		$14.5M Buy
+150,153
New +$14.8M 4.52% 4
2024
Q3 		– Sell
-7
Closed -$680 – 525
2024
Q2 		$680 Hold
7
– – ﹤0.01% 501
2024
Q1 		$686 Hold
7
– – ﹤0.01% 514
2023
Q4 		$695 Sell
7
-143
-95% -$13.6K ﹤0.01% 523
2023
Q3 		$14.1K Sell
150
-1,415
-90% -$136K 0.01% 367
2023
Q2 		$153K Sell
1,565
-5,191
-77% -$513K 0.06% 148
2023
Q1 		$673K Buy
6,756
+5,798
+605% +$573K 0.26% 60
2022
Q4 		$92.9K Buy
958
+14
+1% +$1.35K 0.04% 187
2022
Q3 		$96K Hold
944
– – 0.05% 165
2022
Q2 		$96K Buy
944
+4
+0.4% +$411 0.04% 185
2022
Q1 		$101K Buy
940
+3
+0.3% +$330 0.04% 196
2021
Q4 		$107K Sell
937
-109
-10% -$12.5K 0.04% 165
2021
Q3 		$120K Sell
1,046
-524
-33% -$60.7K 0.05% 141
2021
Q2 		$181K Sell
1,570
-217
-12% -$24.9K 0.08% 121
2021
Q1 		$203K Sell
1,787
-453
-20% -$52.5K 0.1% 106
2020
Q4 		$265K Buy
2,240
+1
+0% +$118 0.13% 85
2020
Q3 		$264K Buy
2,239
+1
+0% +$119 0.16% 74
2020
Q2 		$265K Sell
2,238
-27,448
-92% -$3.21M 0.17% 74
2020
Q1 		$3.42M Sell
29,686
-2,970
-9% -$338K 2.76% 9
2019
Q4 		$3.67M Buy
+32,656
New +$3.68M 2.34% 11

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Atticus Wealth Management's AGG Position: Q2 2026 in Review

Atticus Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 2,653 shares — an estimated $263K sold.

Atticus Wealth Management first reported a position in AGG in Q4 2019 and held it in 25 quarters. The position peaked at $14.5M in Q4 2024. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Atticus Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Atticus Wealth Management sold 2,653 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $263K.
  • Atticus Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and held it in 25 quarters.
  • Atticus Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $14.5M in Q4 2024.
  • 406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.