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

Cedar Mountain 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	$7.32M	Buy	73,919 +264	+0.4%	+$26.1K	1.26%	17
2026 Q1	$7.31M	Buy	73,655 +309	+0.4%	+$30.9K	1.43%	17
2025 Q4	$7.33M	Buy	73,346 +801	+1%	+$80.4K	1.41%	15
2025 Q3	$7.27M	Sell	72,545 -424	-0.6%	-$42.1K	1.42%	17
2025 Q2	$7.24M	Sell	72,969 -2,733	-4%	-$268K	1.5%	17
2025 Q1	$7.49M	Buy	75,702 +1,397	+2%	+$137K	1.68%	17
2024 Q4	$7.2M	Sell	74,305 -16	-0%	-$1.58K	1.58%	17
2024 Q3	$7.53M	Buy	+74,321	New	+$7.41M	1.7%	17
2020 Q1	–	Sell	-151	Closed	-$17K	–	237
2019 Q4	$17K	Buy	+151	New	+$17K	0.01%	116

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

Cedar Mountain Advisors's AGG Position: Q2 2026 in Review

Cedar Mountain Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.36% in Q2 2026, buying an estimated $26.1K and bringing the position to 73,919 shares worth $7.32M. The position accounts for 1.26% of the portfolio, ranked #17.

Cedar Mountain Advisors first reported a position in AGG in Q4 2019 and has held it in 9 quarters since. The position peaked at $7.53M in Q3 2024. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Cedar Mountain Advisors held 73,919 shares of iShares Core US Aggregate Bond ETF worth $7.32M as of Q2 2026.
Cedar Mountain Advisors bought 264 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $26.1K.
iShares Core US Aggregate Bond ETF made up 1.26% of Cedar Mountain Advisors's portfolio in Q2 2026, its #17 holding.
Cedar Mountain Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 9 quarters since.
Cedar Mountain Advisors's iShares Core US Aggregate Bond ETF position peaked at $7.53M in Q3 2024.
406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.