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

Benchmark Financial’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 		$203K Sell
2,052
-109
-5% -$10.8K 0.17% 52
2026
Q1 		$214K Buy
+2,161
New +$216K 0.19% 48

Other funds holding AGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Benchmark Financial's AGG Position: Q2 2026 in Review

Benchmark Financial reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 5% in Q2 2026, selling an estimated $10.8K and leaving 2,052 shares worth $203K. The position accounts for 0.17% of the portfolio, ranked #52.

Benchmark Financial first reported a position in AGG in Q1 2026 and has held it in 2 quarters since. The position peaked at $214K in Q1 2026. 1,445 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Benchmark Financial held 2,052 shares of iShares Core US Aggregate Bond ETF worth $203K as of Q2 2026.
  • Benchmark Financial sold 109 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $10.8K.
  • iShares Core US Aggregate Bond ETF made up 0.17% of Benchmark Financial's portfolio in Q2 2026, its #52 holding.
  • Benchmark Financial first reported a position in iShares Core US Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Benchmark Financial's iShares Core US Aggregate Bond ETF position peaked at $214K in Q1 2026.
  • 1,445 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Benchmark Financial's 13F filing for Q2 2026, filed 22 Jul 2026.