C2C Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

C2C 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	$2.26M	Sell	22,791 -464	-2%	-$45.9K	1.77%	14
2026 Q1	$2.31M	Buy	23,255 +43	+0.2%	+$4.3K	1.95%	13
2025 Q4	$2.32M	Sell	23,212 -133	-0.6%	-$13.3K	1.95%	12
2025 Q3	$2.34M	Hold	23,345	–	–	2.01%	12
2025 Q2	$2.32M	Buy	23,345 +3	+0%	+$294	2.1%	12
2025 Q1	$2.31M	Sell	23,342 -232	-1%	-$22.7K	2.17%	12
2024 Q4	$2.28M	Sell	23,574 -140	-0.6%	-$13.8K	2.12%	12
2024 Q3	$2.33M	Sell	23,714 -140	-0.6%	-$14K	2.17%	12
2024 Q2	$2.32M	Hold	23,854	–	–	2.26%	12
2024 Q1	$2.34M	Hold	23,854	–	–	2.32%	12
2023 Q4	$2.37M	Sell	23,854 -494	-2%	-$47K	2.01%	13
2023 Q3	$2.27M	Hold	24,348	–	–	0.32%	33
2023 Q2	$2.39M	Sell	24,348 -38	-0.2%	-$3.76K	0.32%	33
2023 Q1	$2.44M	Hold	24,386	–	–	0.39%	27
2022 Q4	$2.45M	Sell	24,386 -392	-2%	-$37.9K	0.42%	23
2022 Q3	$2.41M	Sell	24,778 -2,168	-8%	-$219K	0.47%	22
2022 Q2	$2.74M	Sell	26,946 -1,270	-5%	-$131K	0.5%	20
2022 Q1	$2.92M	Sell	28,216 -2,930	-9%	-$322K	0.5%	24
2021 Q4	$3.55M	Buy	+31,146	New	+$3.56M	0.51%	19

Other funds holding AGG

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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

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

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

C2C Wealth Management's AGG Position: Q2 2026 in Review

C2C Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2% in Q2 2026, selling an estimated $45.9K and leaving 22,791 shares worth $2.26M. The position accounts for 1.77% of the portfolio, ranked #14.

C2C Wealth Management first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.55M in Q4 2021. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

C2C Wealth Management held 22,791 shares of iShares Core US Aggregate Bond ETF worth $2.26M as of Q2 2026.
C2C Wealth Management sold 464 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $45.9K.
iShares Core US Aggregate Bond ETF made up 1.77% of C2C Wealth Management's portfolio in Q2 2026, its #14 holding.
C2C Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
C2C Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $3.55M in Q4 2021.
406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.