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

Canvas Wealth 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 		$5.76M Buy
58,191
+157
+0.3% +$15.5K 0.8% 26
2026
Q1 		$5.76M Buy
58,034
+2,590
+5% +$259K 0.98% 23
2025
Q4 		$5.54M Buy
55,444
+4,735
+9% +$475K 0.94% 22
2025
Q3 		$5.08M Buy
50,709
+3,831
+8% +$380K 0.92% 23
2025
Q2 		$4.61M Buy
46,878
+1,301
+3% +$127K 0.91% 25
2025
Q1 		$4.44M Sell
45,577
-773
-2% -$75.6K 1.14% 24
2024
Q4 		$4.49M Buy
46,350
+7,193
+18% +$708K 1.13% 23
2024
Q3 		$3.97M Buy
39,157
+4,729
+14% +$472K 1.1% 24
2024
Q2 		$3.39M Buy
34,428
+1,018
+3% +$98.3K 1.05% 26
2024
Q1 		$3.19M Buy
33,410
+5,137
+18% +$503K 1.07% 24
2023
Q4 		$2.8M Buy
28,273
+1,020
+4% +$97.1K 1.02% 26
2023
Q3 		$2.51M Buy
27,253
+2,596
+11% +$250K 1.03% 24
2023
Q2 		$2.41M Sell
24,657
-9,115
-27% -$901K 0.9% 25
2023
Q1 		$3.36M Buy
33,772
+20,035
+146% +$1.98M 1.41% 17
2022
Q4 		$1.38M Sell
13,737
-815
-6% -$78.8K 0.58% 36
2022
Q3 		$1.38M Sell
14,552
-22,072
-60% -$2.23M 0.59% 36
2022
Q2 		$3.72M Sell
36,624
-9,606
-21% -$987K 1.5% 14
2022
Q1 		$4.73M Sell
46,230
-7,192
-13% -$791K 1.73% 11
2021
Q4 		$6.09M Sell
53,422
-1,291
-2% -$148K 2.19% 8
2021
Q3 		$6.28M Buy
54,713
+8,722
+19% +$1.01M 2.57% 8
2021
Q2 		$5.3M Buy
45,991
+7,953
+21% +$911K 2.38% 9
2021
Q1 		$4.34M Buy
+38,038
New +$4.4M 2.53% 9

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
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
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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Canvas Wealth Advisors's AGG Position: Q2 2026 in Review

Canvas Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.27% in Q2 2026, buying an estimated $15.5K and bringing the position to 58,191 shares worth $5.76M. The position accounts for 0.8% of the portfolio, ranked #26.

Canvas Wealth Advisors first reported a position in AGG in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.28M in Q3 2021. 511 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Canvas Wealth Advisors held 58,191 shares of iShares Core US Aggregate Bond ETF worth $5.76M as of Q2 2026.
  • Canvas Wealth Advisors bought 157 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $15.5K.
  • iShares Core US Aggregate Bond ETF made up 0.8% of Canvas Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Canvas Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Canvas Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $6.28M in Q3 2021.
  • 511 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.