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

Central Valley 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	$531K	Sell	5,368 -233	-4%	-$23.1K	0.14%	118
2026 Q1	$556K	Buy	+5,601	New	+$560K	0.15%	110
2024 Q2	–	Sell	-2,098	Closed	-$205K	–	139
2024 Q1	$205K	Buy	2,098 +52	+3%	+$5.09K	0.11%	149
2023 Q4	$203K	Buy	+2,046	New	+$195K	0.12%	137

Other funds holding AGG

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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) 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

Central Valley Advisors's AGG Position: Q2 2026 in Review

Central Valley Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 4.2% in Q2 2026, selling an estimated $23.1K and leaving 5,368 shares worth $531K. The position accounts for 0.14% of the portfolio, ranked #118.

Central Valley Advisors first reported a position in AGG in Q4 2023 and has held it in 4 quarters since. The position peaked at $556K in Q1 2026. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Central Valley Advisors held 5,368 shares of iShares Core US Aggregate Bond ETF worth $531K as of Q2 2026.
Central Valley Advisors sold 233 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $23.1K.
iShares Core US Aggregate Bond ETF made up 0.14% of Central Valley Advisors's portfolio in Q2 2026, its #118 holding.
Central Valley Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 4 quarters since.
Central Valley Advisors's iShares Core US Aggregate Bond ETF position peaked at $556K in Q1 2026.
1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.