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Chemistry Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Chemistry Wealth Management’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 		– Sell
-3,164
Closed -$314K – 211
2026
Q1 		$314K Buy
3,164
+583
+23% +$58.3K 0.06% 164
2025
Q4 		$258K Buy
2,581
+255
+11% +$25.6K 0.05% 170
2025
Q3 		$233K Buy
+2,326
New +$231K 0.05% 186

Other funds holding AGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 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

Chemistry Wealth Management's AGG Position: Q2 2026 in Review

Chemistry Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 3,164 shares — an estimated $314K sold.

Chemistry Wealth Management first reported a position in AGG in Q3 2025 and held it in 3 quarters. The position peaked at $314K in Q1 2026. 1,113 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Chemistry Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Chemistry Wealth Management sold 3,164 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $314K.
  • Chemistry Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2025 and held it in 3 quarters.
  • Chemistry Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $314K in Q1 2026.
  • 1,113 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.