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Colton Groome Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Colton Groome Financial Advisors’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 		$26.8M Buy
270,541
+3,189
+1% +$316K 6.47% 3
2026
Q1 		$26.5M Buy
267,352
+21,709
+9% +$2.17M 7.56% 3
2025
Q4 		$24.5M Buy
245,643
+24,881
+11% +$2.5M 7.03% 3
2025
Q3 		$22.1M Buy
220,762
+12,787
+6% +$1.27M 6.79% 3
2025
Q2 		$20.6M Buy
207,975
+17,971
+9% +$1.76M 6.99% 3
2025
Q1 		$18.8M Buy
190,004
+5,741
+3% +$561K 7.3% 3
2024
Q4 		$17.9M Sell
184,263
-3,868
-2% -$381K 6.82% 3
2024
Q3 		$19.1M Sell
188,131
-4,152
-2% -$414K 7.13% 3
2024
Q2 		$18.7M Buy
192,283
+5,654
+3% +$546K 7.36% 3
2024
Q1 		$18.3M Buy
186,629
+33,167
+22% +$3.25M 7.35% 3
2023
Q4 		$15.2M Buy
153,462
+13,206
+9% +$1.26M 6.65% 3
2023
Q3 		$13.2M Buy
140,256
+23,804
+20% +$2.29M 6.6% 2
2023
Q2 		$11.4M Buy
116,452
+39,790
+52% +$3.93M 5.35% 3
2023
Q1 		$7.64M Buy
76,662
+23,830
+45% +$2.36M 3.64% 6
2022
Q4 		$5.12M Sell
52,832
-1,422
-3% -$138K 2.51% 6
2022
Q3 		$5.23M Buy
54,254
+14,490
+36% +$1.47M 2.67% 5
2022
Q2 		$4.04M Sell
39,764
-5,293
-12% -$544K 2.02% 12
2022
Q1 		$4.83M Sell
45,057
-3,233
-7% -$356K 2.23% 17
2021
Q4 		$5.51M Buy
48,290
+21,158
+78% +$2.42M 2.24% 13
2021
Q3 		$3.12M Buy
27,132
+6,559
+32% +$760K 1.36% 23
2021
Q2 		$2.37M Buy
20,573
+5,470
+36% +$627K 1.09% 27
2021
Q1 		$1.72M Buy
15,103
+9,659
+177% +$1.12M 0.96% 24
2020
Q4 		$643K Buy
5,444
+3,629
+200% +$427K 0.41% 38
2020
Q3 		$214K Hold
1,815
– – 0.15% 53
2020
Q2 		$215K Buy
1,815
+69
+4% +$8.08K 0.16% 54
2020
Q1 		$201K Buy
+1,746
New +$199K 0.17% 60

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Colton Groome Financial Advisors's AGG Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.2% in Q2 2026, buying an estimated $316K and bringing the position to 270,541 shares worth $26.8M. The position accounts for 6.47% of the portfolio, ranked #3.

Colton Groome Financial Advisors first reported a position in AGG in Q1 2020 and has held it in 26 quarters since. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Colton Groome Financial Advisors held 270,541 shares of iShares Core US Aggregate Bond ETF worth $26.8M as of Q2 2026.
  • Colton Groome Financial Advisors bought 3,189 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $316K.
  • iShares Core US Aggregate Bond ETF made up 6.47% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • Colton Groome Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.