Beacon Financial Strategies’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Beacon Financial Strategies’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	$78.5K	Buy	+793	New	+$78.5K	0.04%	76

Other funds holding AGG

Wealth Enhancement Advisory Services

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

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Beacon Financial Strategies's AGG Position: Q2 2026 in Review

Beacon Financial Strategies opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 793 shares worth $78.5K. The stake represents 0.04% of the portfolio and ranks #76 among its holdings.

372 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Beacon Financial Strategies held 793 shares of iShares Core US Aggregate Bond ETF worth $78.5K as of Q2 2026.
iShares Core US Aggregate Bond ETF was a new Beacon Financial Strategies position in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.04% of Beacon Financial Strategies's portfolio in Q2 2026, its #76 holding.
372 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.