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Beam Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Beam Wealth Advisors’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 		$3.11M Buy
31,454
+866
+3% +$85.7K 0.69% 38
2026
Q1 		$3.04M Buy
30,588
+15,090
+97% +$1.51M 0.76% 36
2025
Q4 		$1.55M Buy
15,498
+31
+0.2% +$3.11K 0.42% 51
2025
Q3 		$1.55M Sell
15,467
-3,157
-17% -$313K 0.42% 53
2025
Q2 		$1.85M Sell
18,624
-1,558
-8% -$153K 0.55% 45
2025
Q1 		$2M Buy
20,182
+4,661
+30% +$456K 0.67% 39
2024
Q4 		$1.5M Buy
15,521
+956
+7% +$94.2K 0.48% 49
2024
Q3 		$1.47M Buy
14,565
+2,169
+17% +$216K 0.45% 44
2024
Q2 		$1.2M Buy
+12,396
New +$1.2M 0.4% 50
2022
Q3 		– Sell
-2,996
Closed -$305K – 102
2022
Q2 		$305K Buy
2,996
+4
+0.1% +$411 0.34% 74
2022
Q1 		$320K Sell
2,992
-205
-6% -$22.6K 0.37% 64
2021
Q4 		$365K Sell
3,197
-530
-14% -$60.6K 0.42% 60
2021
Q3 		$428K Sell
3,727
-930
-20% -$108K 0.37% 84
2021
Q2 		$537K Sell
4,657
-9,671
-67% -$1.11M 0.46% 72
2021
Q1 		$1.63M Sell
14,328
-3,759
-21% -$435K 1.45% 14
2020
Q4 		$2.14M Sell
18,087
-2,011
-10% -$237K 2.02% 12
2020
Q3 		$2.37M Buy
20,098
+1,921
+11% +$228K 2.22% 10
2020
Q2 		$2.15M Buy
18,177
+2,680
+17% +$314K 2.16% 11
2020
Q1 		$1.79M Buy
15,497
+11,996
+343% +$1.37M 1.77% 10
2019
Q4 		$393K Buy
+3,501
New +$395K 0.37% 88

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

Beam Wealth Advisors's AGG Position: Q2 2026 in Review

Beam Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.8% in Q2 2026, buying an estimated $85.7K and bringing the position to 31,454 shares worth $3.11M. The position accounts for 0.69% of the portfolio, ranked #38.

Beam Wealth Advisors first reported a position in AGG in Q4 2019 and has held it in 20 quarters since. 996 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Beam Wealth Advisors held 31,454 shares of iShares Core US Aggregate Bond ETF worth $3.11M as of Q2 2026.
  • Beam Wealth Advisors bought 866 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $85.7K.
  • iShares Core US Aggregate Bond ETF made up 0.69% of Beam Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • Beam Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 20 quarters since.
  • 996 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.