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Boyd Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Boyd Wealth Management’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 		$1.01M Sell
10,189
-4,007
-28% -$396K 0.38% 26
2026
Q1 		$1.41M Sell
14,196
-166
-1% -$16.6K 0.6% 23
2025
Q4 		$1.43M Sell
14,362
-5,726
-29% -$575K 0.61% 23
2025
Q3 		$2.01M Sell
20,088
-331,486
-94% -$32.9M 0.87% 19
2025
Q2 		$34.9M Sell
351,574
-12,969
-4% -$1.27M 15.1% 2
2025
Q1 		$36.1M Buy
364,543
+117,072
+47% +$11.4M 17.97% 1
2024
Q4 		$24M Buy
247,471
+98,067
+66% +$9.66M 11.82% 2
2024
Q3 		$15.1M Sell
149,404
-15,073
-9% -$1.5M 7.67% 4
2024
Q2 		$16M Sell
164,477
-32,624
-17% -$3.15M 8.81% 2
2024
Q1 		$19.3M Buy
197,101
+56,233
+40% +$5.5M 11.03% 2
2023
Q4 		$14M Buy
140,868
+8,017
+6% +$763K 8.69% 3
2023
Q3 		$12.5M Sell
132,851
-16,780
-11% -$1.62M 8.39% 4
2023
Q2 		$14.7M Sell
149,631
-16,225
-10% -$1.6M 8.9% 4
2023
Q1 		$16.5M Sell
165,856
-65,894
-28% -$6.51M 11.47% 1
2022
Q4 		$22.5M Buy
231,750
+12,494
+6% +$1.21M 16.5% 1
2022
Q3 		$21.1M Buy
219,256
+23,370
+12% +$2.36M 16.9% 1
2022
Q2 		$19.9M Buy
195,886
+37,704
+24% +$3.87M 16.27% 1
2022
Q1 		$16.9M Buy
158,182
+79,257
+100% +$8.72M 12.67% 1
2021
Q4 		$9M Buy
+78,925
New +$9.03M 6.54% 6

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

Boyd Wealth Management's AGG Position: Q2 2026 in Review

Boyd Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 28% in Q2 2026, selling an estimated $396K and leaving 10,189 shares worth $1.01M. The position accounts for 0.38% of the portfolio, ranked #26.

Boyd Wealth Management first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $36.1M in Q1 2025. 413 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Boyd Wealth Management held 10,189 shares of iShares Core US Aggregate Bond ETF worth $1.01M as of Q2 2026.
  • Boyd Wealth Management sold 4,007 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $396K.
  • iShares Core US Aggregate Bond ETF made up 0.38% of Boyd Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Boyd Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Boyd Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $36.1M in Q1 2025.
  • 413 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.