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Boomfish Wealth Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Boomfish Wealth 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 		$8.02M Sell
81,036
-129
-0.2% -$12.8K 3.65% 2
2026
Q1 		$8.06M Sell
81,165
-2,782
-3% -$278K 4.3% 2
2025
Q4 		$8.38M Buy
83,947
+11,618
+16% +$1.17M 4.48% 2
2025
Q3 		$7.25M Buy
72,329
+1,469
+2% +$146K 3.91% 3
2025
Q2 		$7.03M Buy
70,860
+4,393
+7% +$430K 4.06% 3
2025
Q1 		$6.57M Buy
66,467
+548
+0.8% +$53.6K 4.27% 3
2024
Q4 		$6.39M Buy
65,919
+20,934
+47% +$2.06M 3.88% 3
2024
Q3 		$4.56M Buy
44,985
+35,083
+354% +$3.5M 2.79% 3
2024
Q2 		$961K Buy
9,902
+3,693
+59% +$356K 0.62% 69
2024
Q1 		$608K Buy
+6,209
New +$608K 0.41% 76

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Boomfish Wealth Group's AGG Position: Q2 2026 in Review

Boomfish Wealth Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.16% in Q2 2026, selling an estimated $12.8K and leaving 81,036 shares worth $8.02M. The position accounts for 3.65% of the portfolio, ranked #2.

Boomfish Wealth Group first reported a position in AGG in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.38M in Q4 2025. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Boomfish Wealth Group held 81,036 shares of iShares Core US Aggregate Bond ETF worth $8.02M as of Q2 2026.
  • Boomfish Wealth Group sold 129 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $12.8K.
  • iShares Core US Aggregate Bond ETF made up 3.65% of Boomfish Wealth Group's portfolio in Q2 2026, its #2 holding.
  • Boomfish Wealth Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Boomfish Wealth Group's iShares Core US Aggregate Bond ETF position peaked at $8.38M in Q4 2025.
  • 2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Boomfish Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.