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Clarity Retirement & Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Clarity Retirement & Wealth’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 		$1.2M Sell
12,172
-2,398
-16% -$237K 0.83% 19
2026
Q1 		$1.45M Buy
14,570
+11,742
+415% +$1.17M 1.17% 16
2025
Q4 		$282K Buy
+2,828
New +$284K 0.25% 27

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clarity Retirement & Wealth's AGG Position: Q2 2026 in Review

Clarity Retirement & Wealth reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 16% in Q2 2026, selling an estimated $237K and leaving 12,172 shares worth $1.2M. The position accounts for 0.83% of the portfolio, ranked #19.

Clarity Retirement & Wealth first reported a position in AGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.45M in Q1 2026. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Clarity Retirement & Wealth held 12,172 shares of iShares Core US Aggregate Bond ETF worth $1.2M as of Q2 2026.
  • Clarity Retirement & Wealth sold 2,398 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $237K.
  • iShares Core US Aggregate Bond ETF made up 0.83% of Clarity Retirement & Wealth's portfolio in Q2 2026, its #19 holding.
  • Clarity Retirement & Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Clarity Retirement & Wealth's iShares Core US Aggregate Bond ETF position peaked at $1.45M in Q1 2026.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.