CJM Wealth Advisers’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

CJM Wealth Advisers’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	$396K	Sell	3,996 -319	-7%	-$31.6K	0.1%	54
2026 Q1	$428K	Buy	4,315 +212	+5%	+$21.2K	0.13%	53
2025 Q4	$410K	Sell	4,103 -3,513	-46%	-$353K	0.12%	54
2025 Q3	$763K	Buy	7,616 +4,647	+157%	+$461K	0.23%	34
2025 Q2	$295K	Sell	2,969 -5	-0.2%	-$490	0.1%	55
2025 Q1	$294K	Hold	2,974	–	–	0.1%	54
2024 Q4	$288K	Hold	2,974	–	–	0.1%	56
2024 Q3	$301K	Buy	+2,974	New	+$297K	0.1%	50

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

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

BTI

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

CJM Wealth Advisers's AGG Position: Q2 2026 in Review

CJM Wealth Advisers reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 7.4% in Q2 2026, selling an estimated $31.6K and leaving 3,996 shares worth $396K. The position accounts for 0.1% of the portfolio, ranked #54.

CJM Wealth Advisers first reported a position in AGG in Q3 2024 and has held it in 8 quarters since. The position peaked at $763K in Q3 2025. 511 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

CJM Wealth Advisers held 3,996 shares of iShares Core US Aggregate Bond ETF worth $396K as of Q2 2026.
CJM Wealth Advisers sold 319 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $31.6K.
iShares Core US Aggregate Bond ETF made up 0.1% of CJM Wealth Advisers's portfolio in Q2 2026, its #54 holding.
CJM Wealth Advisers first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 8 quarters since.
CJM Wealth Advisers's iShares Core US Aggregate Bond ETF position peaked at $763K in Q3 2025.
511 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.