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Blake Schutter Theil Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Blake Schutter Theil 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 		$204K Buy
+2,063
New +$204K 0.14% 110

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

Blake Schutter Theil Wealth Advisors's AGG Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 2,063 shares worth $204K. The stake represents 0.14% of the portfolio and ranks #110 among its holdings.

1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Blake Schutter Theil Wealth Advisors held 2,063 shares of iShares Core US Aggregate Bond ETF worth $204K as of Q2 2026.
  • iShares Core US Aggregate Bond ETF was a new Blake Schutter Theil Wealth Advisors position in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.14% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #110 holding.
  • 1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.