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Bond & Devick Financial Network’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bond & Devick Financial Network’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 		$764K Buy
7,717
+55
+0.7% +$5.44K 0.19% 78
2026
Q1 		$761K Sell
7,662
-870
-10% -$87K 0.21% 74
2025
Q4 		$852K Sell
8,532
-1,317
-13% -$132K 0.24% 63
2025
Q3 		$987K Buy
9,849
+228
+2% +$22.6K 0.3% 53
2025
Q2 		$954K Buy
9,621
+3,546
+58% +$347K 0.32% 51
2025
Q1 		$601K Buy
6,075
+832
+16% +$81.3K 0.22% 68
2024
Q4 		$531K Hold
5,243
– – 0.23% 80
2024
Q3 		$531K Buy
5,243
+275
+6% +$27.4K 0.23% 80
2024
Q2 		$482K Hold
4,968
– – 0.26% 83
2024
Q1 		$487K Hold
4,968
– – 0.26% 77
2023
Q4 		$493K Buy
4,968
+21
+0.4% +$2K 0.28% 71
2023
Q3 		$465K Buy
4,947
+663
+15% +$63.9K 0.3% 65
2023
Q2 		$420K Buy
4,284
+546
+15% +$54K 0.26% 75
2023
Q1 		$372K Buy
3,738
+656
+21% +$64.8K 0.24% 84
2022
Q4 		$299K Buy
+3,082
New +$298K 0.21% 94
2022
Q1 		– Sell
-2,700
Closed -$308K – 108
2021
Q4 		$308K Buy
2,700
+2
+0.1% +$229 0.23% 89
2021
Q3 		$310K Buy
2,698
+92
+4% +$10.7K 0.26% 85
2021
Q2 		$301K Buy
+2,606
New +$299K 0.25% 83

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Bond & Devick Financial Network's AGG Position: Q2 2026 in Review

Bond & Devick Financial Network increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.72% in Q2 2026, buying an estimated $5.44K and bringing the position to 7,717 shares worth $764K. The position accounts for 0.19% of the portfolio, ranked #78.

Bond & Devick Financial Network first reported a position in AGG in Q2 2021 and has held it in 18 quarters since. The position peaked at $987K in Q3 2025. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Bond & Devick Financial Network held 7,717 shares of iShares Core US Aggregate Bond ETF worth $764K as of Q2 2026.
  • Bond & Devick Financial Network bought 55 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $5.44K.
  • iShares Core US Aggregate Bond ETF made up 0.19% of Bond & Devick Financial Network's portfolio in Q2 2026, its #78 holding.
  • Bond & Devick Financial Network first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and has held it in 18 quarters since.
  • Bond & Devick Financial Network's iShares Core US Aggregate Bond ETF position peaked at $987K in Q3 2025.
  • 406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.