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Auour Investments’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Auour Investments’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 		$2.29M Buy
23,146
+257
+1% +$25.4K 0.66% 37
2026
Q1 		$2.27M Buy
22,889
+963
+4% +$96.3K 0.71% 34
2025
Q4 		$2.19M Buy
21,926
+86
+0.4% +$8.63K 0.7% 35
2025
Q3 		$2.19M Buy
21,840
+4,295
+24% +$426K 0.71% 30
2025
Q2 		$1.74M Sell
17,545
-2,859
-14% -$280K 0.6% 35
2025
Q1 		$2.02M Sell
20,404
-289
-1% -$28.3K 0.73% 31
2024
Q4 		$2.02M Buy
20,693
+395
+2% +$38.9K 0.7% 33
2024
Q3 		$2M Buy
20,298
+379
+2% +$37.8K 0.71% 32
2024
Q2 		$1.93M Buy
19,919
+708
+4% +$68.3K 0.72% 32
2024
Q1 		$1.88M Buy
19,211
+1,414
+8% +$138K 0.69% 32
2023
Q4 		$1.74M Sell
17,797
-901
-5% -$85.7K 0.69% 32
2023
Q3 		$1.74M Sell
18,698
-244
-1% -$23.5K 0.74% 32
2023
Q2 		$1.86M Buy
+18,942
New +$1.87M 0.79% 29

Other funds holding AGG

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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
Mastercard Foundation Asset Management (MFAM)
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

Auour Investments's AGG Position: Q2 2026 in Review

Auour Investments increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.1% in Q2 2026, buying an estimated $25.4K and bringing the position to 23,146 shares worth $2.29M. The position accounts for 0.66% of the portfolio, ranked #37.

Auour Investments first reported a position in AGG in Q2 2023 and has held it in 13 quarters since. 1,056 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Auour Investments held 23,146 shares of iShares Core US Aggregate Bond ETF worth $2.29M as of Q2 2026.
  • Auour Investments bought 257 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $25.4K.
  • iShares Core US Aggregate Bond ETF made up 0.66% of Auour Investments's portfolio in Q2 2026, its #37 holding.
  • Auour Investments first reported a position in iShares Core US Aggregate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,056 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Auour Investments's 13F filing for Q2 2026, filed 21 Jul 2026.