Cambridge Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cambridge Advisors’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	$639K	Hold	6,458	–	–	0.11%	110
2026 Q1	$641K	Hold	6,458	–	–	0.12%	106
2025 Q4	$645K	Hold	6,458	–	–	0.12%	109
2025 Q3	$647K	Hold	6,458	–	–	0.13%	104
2025 Q2	$641K	Hold	6,458	–	–	0.13%	103
2025 Q1	$639K	Hold	6,458	–	–	0.14%	102
2024 Q4	$626K	Hold	6,458	–	–	0.14%	101
2024 Q3	$654K	Hold	6,458	–	–	0.14%	104
2024 Q2	$627K	Buy	6,458 +108	+2%	+$10.4K	0.15%	105
2024 Q1	$622K	Hold	6,350	–	–	0.15%	101
2023 Q4	$630K	Sell	6,350 -200	-3%	-$19K	0.16%	97
2023 Q3	$616K	Hold	6,550	–	–	0.17%	95
2023 Q2	$642K	Sell	6,550 -600	-8%	-$59.3K	0.16%	92
2023 Q1	$712K	Hold	7,150	–	–	0.18%	92
2022 Q4	$693K	Sell	7,150 -446	-6%	-$43.1K	0.19%	90
2022 Q3	$732K	Sell	7,596 -1,340	-15%	-$136K	0.21%	77
2022 Q2	$909K	Hold	8,936	–	–	0.25%	65
2022 Q1	$957K	Hold	8,936	–	–	0.23%	71
2021 Q4	$1.02M	Sell	8,936 -150	-2%	-$17.2K	0.23%	72
2021 Q3	$1.04M	Hold	9,086	–	–	0.25%	70
2021 Q2	$1.05M	Hold	9,086	–	–	0.25%	71
2021 Q1	$1.03M	Hold	9,086	–	–	0.26%	67
2020 Q4	$1.07M	Sell	9,086 -48	-0.5%	-$5.65K	0.29%	62
2020 Q3	$1.08M	Buy	9,134 +48	+0.5%	+$5.69K	0.32%	56
2020 Q2	$1.07M	Hold	9,086	–	–	0.34%	52
2020 Q1	$1.05M	Hold	9,086	–	–	0.38%	45
2019 Q4	$1.02M	Buy	9,086 +446	+5%	+$50.3K	0.31%	59
2019 Q3	$978K	Hold	8,640	–	–	0.32%	52
2019 Q2	$962K	Hold	8,640	–	–	0.32%	55
2019 Q1	$942K	Hold	8,640	–	–	0.32%	56
2018 Q4	$920K	Hold	8,640	–	–	0.34%	52
2018 Q3	$912K	Hold	8,640	–	–	0.31%	57
2018 Q2	$919K	Hold	8,640	–	–	0.32%	56
2018 Q1	$927K	Sell	8,640 -45	-0.5%	-$4.83K	0.33%	58
2017 Q4	$950K	Hold	8,685	–	–	0.34%	56
2017 Q3	$952K	Hold	8,685	–	–	0.37%	50
2017 Q2	$951K	Hold	8,685	–	–	0.38%	51
2017 Q1	$942K	Hold	8,685	–	–	0.39%	51
2016 Q4	$939K	Hold	8,685	–	–	0.42%	54
2016 Q3	$976K	Hold	8,685	–	–	0.43%	53
2016 Q2	$978K	Hold	8,685	–	–	0.45%	51
2016 Q1	$963K	Hold	8,685	–	–	0.45%	50
2015 Q4	$938K	Hold	8,685	–	–	0.53%	49
2015 Q3	$952K	Hold	8,685	–	–	0.56%	47
2015 Q2	$945K	Hold	8,685	–	–	0.53%	49
2015 Q1	$968K	Hold	8,685	–	–	0.56%	50
2014 Q4	$956K	Buy	+8,685	New	+$956K	0.58%	50

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

Cambridge Advisors's AGG Position: Q2 2026 in Review

Cambridge Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 6,458 shares worth $639K. The position accounts for 0.11% of the portfolio, ranked #110.

Cambridge Advisors first reported a position in AGG in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.08M in Q3 2020. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Cambridge Advisors held 6,458 shares of iShares Core US Aggregate Bond ETF worth $639K as of Q2 2026.
Cambridge Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.11% of Cambridge Advisors's portfolio in Q2 2026, its #110 holding.
Cambridge Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 47 quarters since.
Cambridge Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.08M in Q3 2020.
406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.