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

Birch Financial Group’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 		$379K Sell
3,833
-364
-9% -$36K 0.2% 92
2026
Q1 		$417K Sell
4,197
-46
-1% -$4.6K 0.24% 78
2025
Q4 		$424K Sell
4,243
-313
-7% -$31.4K 0.24% 78
2025
Q3 		$457K Sell
4,556
-375
-8% -$37.2K 0.27% 72
2025
Q2 		$489K Sell
4,931
-792
-14% -$77.6K 0.39% 56
2025
Q1 		$566K Sell
5,723
-2,434
-30% -$238K 0.5% 47
2024
Q4 		$790K Buy
+8,157
New +$803K 0.89% 19

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

Birch Financial Group's AGG Position: Q2 2026 in Review

Birch Financial Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 8.7% in Q2 2026, selling an estimated $36K and leaving 3,833 shares worth $379K. The position accounts for 0.2% of the portfolio, ranked #92.

Birch Financial Group first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $790K in Q4 2024. 1,445 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Birch Financial Group held 3,833 shares of iShares Core US Aggregate Bond ETF worth $379K as of Q2 2026.
  • Birch Financial Group sold 364 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $36K.
  • iShares Core US Aggregate Bond ETF made up 0.2% of Birch Financial Group's portfolio in Q2 2026, its #92 holding.
  • Birch Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Birch Financial Group's iShares Core US Aggregate Bond ETF position peaked at $790K in Q4 2024.
  • 1,445 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.