Certified Advisory Corp’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Certified Advisory Corp’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	$223K	Sell	2,249 -3	-0.1%	-$297	0.02%	305
2026 Q1	$224K	Buy	2,252 +1	+0%	+$100	0.02%	297
2025 Q4	$225K	Sell	2,251 -197	-8%	-$19.8K	0.02%	302
2025 Q3	$245K	Sell	2,448 -218	-8%	-$21.6K	0.02%	289
2025 Q2	$265K	Buy	2,666 +346	+15%	+$33.9K	0.03%	267
2025 Q1	$229K	Sell	2,320 -235	-9%	-$23K	0.03%	274
2024 Q4	$248K	Sell	2,555 -24	-0.9%	-$2.36K	0.03%	261
2024 Q3	$261K	Buy	+2,579	New	+$257K	0.03%	261
2022 Q1	–	Sell	-1,764	Closed	-$201K	–	249
2021 Q4	$201K	Sell	1,764 -183	-9%	-$20.9K	0.04%	214
2021 Q3	$224K	Sell	1,947 -2,039	-51%	-$236K	0.05%	201
2021 Q2	$460K	Sell	3,986 -18,111	-82%	-$2.08M	0.12%	151
2021 Q1	$2.52M	Buy	+22,097	New	+$2.56M	0.65%	42
2020 Q2	$1.64M	Buy	13,851 +12,199	+738%	+$1.43M	0.54%	49
2020 Q1	$191K	Buy	1,652 +387	+31%	+$44.1K	0.08%	165
2019 Q4	$142K	Buy	1,265 +336	+36%	+$37.9K	0.05%	208
2019 Q3	$105K	Buy	929 +6	+0.7%	+$675	0.04%	233
2019 Q2	$103K	Buy	923 +5	+0.5%	+$547	0.04%	229
2019 Q1	$100K	Buy	918 +4	+0.4%	+$429	0.04%	214
2018 Q4	$97K	Buy	914 +29	+3%	+$3.04K	0.05%	198
2018 Q3	$93K	Buy	885 +5	+0.6%	+$530	0.04%	210
2018 Q2	$93K	Buy	880 +6	+0.7%	+$636	0.05%	202
2018 Q1	$93K	Buy	874 +706	+420%	+$75.8K	0.06%	198
2017 Q4	$18K	Buy	+168	New	+$18.4K	0.01%	387

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

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Certified Advisory Corp's AGG Position: Q2 2026 in Review

Certified Advisory Corp reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.13% in Q2 2026, selling an estimated $297 and leaving 2,249 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #305.

Certified Advisory Corp first reported a position in AGG in Q4 2017 and has held it in 23 quarters since. The position peaked at $2.52M in Q1 2021. 777 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Certified Advisory Corp held 2,249 shares of iShares Core US Aggregate Bond ETF worth $223K as of Q2 2026.
Certified Advisory Corp sold 3 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $297.
iShares Core US Aggregate Bond ETF made up 0.02% of Certified Advisory Corp's portfolio in Q2 2026, its #305 holding.
Certified Advisory Corp first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 23 quarters since.
Certified Advisory Corp's iShares Core US Aggregate Bond ETF position peaked at $2.52M in Q1 2021.
777 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.