BCG
AGG icon

Bravias Capital Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bravias Capital 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 		$254K Sell
2,566
-465
-15% -$46K 0.15% 85
2026
Q1 		$301K Buy
3,031
+3
+0.1% +$300 0.2% 70
2025
Q4 		$302K Sell
3,028
-220
-7% -$22.1K 0.18% 87
2025
Q3 		$326K Sell
3,248
-500
-13% -$49.6K 0.22% 77
2025
Q2 		$372K Sell
3,748
-353
-9% -$34.6K 0.27% 61
2025
Q1 		$406K Buy
4,101
+7
+0.2% +$684 0.33% 54
2024
Q4 		$399K Buy
+4,094
New +$403K 0.32% 56

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

Bravias Capital Group's AGG Position: Q2 2026 in Review

Bravias Capital Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 15% in Q2 2026, selling an estimated $46K and leaving 2,566 shares worth $254K. The position accounts for 0.15% of the portfolio, ranked #85.

Bravias Capital Group first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $406K in Q1 2025. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Bravias Capital Group held 2,566 shares of iShares Core US Aggregate Bond ETF worth $254K as of Q2 2026.
  • Bravias Capital Group sold 465 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $46K.
  • iShares Core US Aggregate Bond ETF made up 0.15% of Bravias Capital Group's portfolio in Q2 2026, its #85 holding.
  • Bravias Capital Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Bravias Capital Group's iShares Core US Aggregate Bond ETF position peaked at $406K in Q1 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Bravias Capital Group's 13F filing for Q2 2026, filed 30 Jul 2026.