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Carter Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Carter Financial 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 		$367K Buy
3,712
+185
+5% +$18.3K 0.19% 88
2026
Q1 		$350K Sell
3,527
-21
-0.6% -$2.1K 0.22% 78
2025
Q4 		$354K Sell
3,548
-424
-11% -$42.5K 0.21% 82
2025
Q3 		$398K Sell
3,972
-138
-3% -$13.7K 0.24% 66
2025
Q2 		$408K Buy
+4,110
New +$403K 0.27% 65

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

Carter Financial Group's AGG Position: Q2 2026 in Review

Carter Financial Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.2% in Q2 2026, buying an estimated $18.3K and bringing the position to 3,712 shares worth $367K. The position accounts for 0.19% of the portfolio, ranked #88.

Carter Financial Group first reported a position in AGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $408K in Q2 2025. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Carter Financial Group held 3,712 shares of iShares Core US Aggregate Bond ETF worth $367K as of Q2 2026.
  • Carter Financial Group bought 185 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $18.3K.
  • iShares Core US Aggregate Bond ETF made up 0.19% of Carter Financial Group's portfolio in Q2 2026, its #88 holding.
  • Carter Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Carter Financial Group's iShares Core US Aggregate Bond ETF position peaked at $408K in Q2 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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