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

Bright Futures 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	$422K	Buy	4,260 +32	+0.8%	+$3.17K	0.27%	113
2026 Q1	$420K	Buy	4,228 +21	+0.5%	+$2.1K	0.29%	96
2025 Q4	$420K	Buy	4,207 +2,079	+98%	+$209K	0.31%	93
2025 Q3	$213K	Buy	+2,128	New	+$211K	0.17%	135
2025 Q1	$200K	Buy	+2,060	New	+$201K	0.22%	104

Other funds holding AGG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bright Futures Wealth Management's AGG Position: Q2 2026 in Review

Bright Futures Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.76% in Q2 2026, buying an estimated $3.17K and bringing the position to 4,260 shares worth $422K. The position accounts for 0.27% of the portfolio, ranked #113.

Bright Futures Wealth Management first reported a position in AGG in Q1 2025 and has held it in 5 quarters since. 1,449 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Bright Futures Wealth Management held 4,260 shares of iShares Core US Aggregate Bond ETF worth $422K as of Q2 2026.
Bright Futures Wealth Management bought 32 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $3.17K.
iShares Core US Aggregate Bond ETF made up 0.27% of Bright Futures Wealth Management's portfolio in Q2 2026, its #113 holding.
Bright Futures Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 5 quarters since.
1,449 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.