BFG
AGG icon

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

Bouchey 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 		$18.1M Sell
182,758
-589,324
-76% -$58.3M 1.17% 22
2026
Q1 		$76.8M Buy
772,082
+19,947
+3% +$2M 5.64% 6
2025
Q4 		$75.1M Buy
752,135
+54,979
+8% +$5.52M 5.63% 6
2025
Q3 		$69.9M Buy
697,156
+29,388
+4% +$2.92M 5.39% 7
2025
Q2 		$66.2M Buy
667,768
+122,640
+22% +$12M 5.51% 6
2025
Q1 		$53.9M Buy
545,128
+17,179
+3% +$1.68M 4.86% 7
2024
Q4 		$51.2M Buy
527,949
+164,521
+45% +$16.2M 4.47% 7
2024
Q3 		$36.8M Buy
363,428
+47,981
+15% +$4.79M 3.29% 8
2024
Q2 		$30.6M Buy
315,447
+21,506
+7% +$2.08M 2.91% 9
2024
Q1 		$28.8M Buy
293,941
+85,903
+41% +$8.41M 2.83% 9
2023
Q4 		$20.6M Sell
208,038
-65,433
-24% -$6.23M 2.21% 13
2023
Q3 		$25.7M Sell
273,471
-20,293
-7% -$1.95M 3.15% 12
2023
Q2 		$28.8M Buy
293,764
+10,021
+4% +$991K 3.48% 9
2023
Q1 		$28.3M Buy
283,743
+11,718
+4% +$1.16M 3.73% 9
2022
Q4 		$26.4M Buy
272,025
+24,547
+10% +$2.37M 3.8% 10
2022
Q3 		$23.8M Buy
247,478
+243,710
+6,468% +$24.6M 3.49% 7
2022
Q2 		$383K Sell
3,768
-247,028
-98% -$25.4M 0.06% 61
2022
Q1 		$26.9M Sell
250,796
-52,608
-17% -$5.79M 3.6% 7
2021
Q4 		$34.6M Sell
303,404
-53,060
-15% -$6.07M 4.65% 7
2021
Q3 		$40.9M Buy
356,464
+9,801
+3% +$1.14M 5.69% 3
2021
Q2 		$40M Buy
346,663
+12,336
+4% +$1.41M 6.36% 3
2021
Q1 		$38.1M Buy
334,327
+5,729
+2% +$663K 6.14% 3
2020
Q4 		$38.8M Buy
328,598
+12,790
+4% +$1.51M 6.66% 3
2020
Q3 		$37.3M Buy
315,808
+13,337
+4% +$1.58M 7.22% 3
2020
Q2 		$35.8M Buy
302,471
+14,536
+5% +$1.7M 7.53% 3
2020
Q1 		$33.2M Buy
287,935
+5,917
+2% +$674K 8.82% 3
2019
Q4 		$31.7M Buy
282,018
+88,233
+46% +$9.94M 7.24% 3
2019
Q3 		$21.9M Buy
193,785
+12,788
+7% +$1.44M 5.24% 5
2019
Q2 		$20.2M Buy
+180,997
New +$19.8M 4.92% 6

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

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

Bouchey Financial Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 76% in Q2 2026, selling an estimated $58.3M and leaving 182,758 shares worth $18.1M. The position accounts for 1.17% of the portfolio, ranked #22.

Bouchey Financial Group first reported a position in AGG in Q2 2019 and has held it in 29 quarters since. The position peaked at $76.8M in Q1 2026. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Bouchey Financial Group held 182,758 shares of iShares Core US Aggregate Bond ETF worth $18.1M as of Q2 2026.
  • Bouchey Financial Group sold 589,324 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $58.3M.
  • iShares Core US Aggregate Bond ETF made up 1.17% of Bouchey Financial Group's portfolio in Q2 2026, its #22 holding.
  • Bouchey Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2019 and has held it in 29 quarters since.
  • Bouchey Financial Group's iShares Core US Aggregate Bond ETF position peaked at $76.8M in Q1 2026.
  • 1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.