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Braun-Bostich & Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Braun-Bostich & Associates’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 		$275K Buy
2,774
+2
+0.1% +$198 0.15% 101
2026
Q1 		$275K Buy
2,772
+117
+4% +$11.7K 0.17% 93
2025
Q4 		$265K Buy
2,655
+65
+3% +$6.52K 0.16% 96
2025
Q3 		$260K Sell
2,590
-67
-3% -$6.65K 0.16% 97
2025
Q2 		$264K Buy
2,657
+93
+4% +$9.11K 0.18% 94
2025
Q1 		$254K Buy
2,564
+31
+1% +$3.03K 0.19% 92
2024
Q4 		$245K Buy
2,533
+109
+4% +$10.7K 0.18% 92
2024
Q3 		$245K Sell
2,424
-413
-15% -$41.2K 0.17% 97
2024
Q2 		$275K Sell
2,837
-427
-13% -$41.2K 0.2% 82
2024
Q1 		$320K Sell
3,264
-48,317
-94% -$4.73M 0.27% 88
2023
Q4 		$5.12M Sell
51,581
-171
-0.3% -$16.3K 4.62% 4
2023
Q3 		$4.87M Buy
51,752
+49,104
+1,854% +$4.73M 9.08% 4
2023
Q2 		$259K Buy
+2,648
New +$262K 0.56% 60
2022
Q4 		– Sell
-20,573
Closed -$1.98M – 59
2022
Q3 		$1.98M Buy
20,573
+2,992
+17% +$303K 6.06% 1
2022
Q2 		$1.79M Buy
+17,581
New +$1.81M 4.65% 1
2020
Q4 		– Sell
-23,596
Closed -$2.79M – 67
2020
Q3 		$2.79M Buy
23,596
+22,782
+2,799% +$2.7M 2.77% 10
2020
Q2 		$96K Buy
814
+745
+1,080% +$87.2K 0.09% 105
2020
Q1 		$8K Buy
+69
New +$7.86K 0.01% 222
2019
Q1 		– Sell
-72
Closed -$8K – 318
2018
Q4 		$8K Buy
72
+1
+1% +$105 0.01% 262
2018
Q3 		$8K Sell
71
-224
-76% -$23.8K 0.01% 270
2018
Q2 		$31K Sell
295
-7,342
-96% -$779K 0.03% 192
2018
Q1 		$819K Sell
7,637
-8,861
-54% -$951K 0.71% 35
2017
Q4 		$1.8M Buy
+16,498
New +$1.8M 1.53% 17

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
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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Braun-Bostich & Associates's AGG Position: Q2 2026 in Review

Braun-Bostich & Associates increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.07% in Q2 2026, buying an estimated $198 and bringing the position to 2,774 shares worth $275K. The position accounts for 0.15% of the portfolio, ranked #101.

Braun-Bostich & Associates first reported a position in AGG in Q4 2017 and has held it in 23 quarters since. The position peaked at $5.12M in Q4 2023. 984 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Braun-Bostich & Associates held 2,774 shares of iShares Core US Aggregate Bond ETF worth $275K as of Q2 2026.
  • Braun-Bostich & Associates bought 2 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $198.
  • iShares Core US Aggregate Bond ETF made up 0.15% of Braun-Bostich & Associates's portfolio in Q2 2026, its #101 holding.
  • Braun-Bostich & Associates first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 23 quarters since.
  • Braun-Bostich & Associates's iShares Core US Aggregate Bond ETF position peaked at $5.12M in Q4 2023.
  • 984 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.