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Clune & Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Clune & Associates’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 		$914K Sell
9,236
-2,044
-18% -$202K 0.14% 87
2026
Q1 		$1.12M Sell
11,280
-5,874
-34% -$588K 0.21% 82
2025
Q4 		$1.71M Buy
17,154
+460
+3% +$46.2K 0.37% 68
2025
Q3 		$1.67M Buy
16,694
+652
+4% +$64.7K 0.42% 63
2025
Q2 		$1.59M Buy
16,042
+29
+0.2% +$2.84K 0.44% 61
2025
Q1 		$1.58M Buy
16,013
+123
+0.8% +$12K 0.49% 59
2024
Q4 		$1.54M Buy
+15,890
New +$1.57M 0.51% 57

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
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
SP
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Clune & Associates's AGG Position: Q2 2026 in Review

Clune & Associates reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 18% in Q2 2026, selling an estimated $202K and leaving 9,236 shares worth $914K. The position accounts for 0.14% of the portfolio, ranked #87.

Clune & Associates first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.71M in Q4 2025. 511 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Clune & Associates held 9,236 shares of iShares Core US Aggregate Bond ETF worth $914K as of Q2 2026.
  • Clune & Associates sold 2,044 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $202K.
  • iShares Core US Aggregate Bond ETF made up 0.14% of Clune & Associates's portfolio in Q2 2026, its #87 holding.
  • Clune & Associates first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Clune & Associates's iShares Core US Aggregate Bond ETF position peaked at $1.71M in Q4 2025.
  • 511 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.