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

Blueprint Financial 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	$1.83M	Sell	18,446 -14,353	-44%	-$1.42M	0.2%	73
2026 Q1	$3.26M	Sell	32,799 -21,945	-40%	-$2.2M	0.48%	37
2025 Q4	$5.47M	Sell	54,744 -4,052	-7%	-$407K	0.83%	25
2025 Q3	$5.89M	Buy	58,796 +9,683	+20%	+$961K	1.27%	23
2025 Q2	$4.87M	Buy	+49,113	New	+$4.81M	1.56%	16

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Blueprint Financial Advisors's AGG Position: Q2 2026 in Review

Blueprint Financial Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 44% in Q2 2026, selling an estimated $1.42M and leaving 18,446 shares worth $1.83M. The position accounts for 0.2% of the portfolio, ranked #73.

Blueprint Financial Advisors first reported a position in AGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.89M in Q3 2025. 2,092 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Blueprint Financial Advisors held 18,446 shares of iShares Core US Aggregate Bond ETF worth $1.83M as of Q2 2026.
Blueprint Financial Advisors sold 14,353 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.42M.
iShares Core US Aggregate Bond ETF made up 0.2% of Blueprint Financial Advisors's portfolio in Q2 2026, its #73 holding.
Blueprint Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Blueprint Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $5.89M in Q3 2025.
2,092 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Blueprint Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.