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

Aurdan Capital 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 		$658K Hold
6,650
– – 0.17% 52
2026
Q1 		$660K Buy
6,650
+35
+0.5% +$3.5K 0.2% 55
2025
Q4 		$661K Buy
6,615
+3,178
+92% +$319K 0.2% 55
2025
Q3 		$345K Buy
+3,437
New +$341K 0.11% 73

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

Aurdan Capital Management's AGG Position: Q2 2026 in Review

Aurdan Capital Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 6,650 shares worth $658K. The position accounts for 0.17% of the portfolio, ranked #52.

Aurdan Capital Management first reported a position in AGG in Q3 2025 and has held it in 4 quarters since. The position peaked at $661K in Q4 2025. 1,054 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Aurdan Capital Management held 6,650 shares of iShares Core US Aggregate Bond ETF worth $658K as of Q2 2026.
  • Aurdan Capital Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.17% of Aurdan Capital Management's portfolio in Q2 2026, its #52 holding.
  • Aurdan Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Aurdan Capital Management's iShares Core US Aggregate Bond ETF position peaked at $661K in Q4 2025.
  • 1,054 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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