Commonwealth Financial Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Commonwealth Financial Services’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	$40.3M	Buy	+407,606	New	+$40.3M	5.42%	3
2017 Q1	$8K	Sell	70 -484	-87%	-$52.4K	0.01%	209
2016 Q4	$60K	Sell	554 -110,579	-100%	-$12.1M	0.06%	78
2016 Q3	$12.5M	Sell	111,133 -23,925	-18%	-$2.69M	11.76%	2
2016 Q2	$15.2M	Sell	135,058 -154,161	-53%	-$17.1M	17.91%	2
2016 Q1	$32.1M	Buy	289,219 +285,709	+8,140%	+$31.3M	47.51%	1
2015 Q4	$379K	Buy	3,510 +193	+6%	+$21K	1.29%	22
2015 Q3	$363K	Buy	3,317 +562	+20%	+$61.3K	0.42%	28
2015 Q2	$300K	Buy	2,755 +197	+8%	+$21.7K	0.33%	39
2015 Q1	$285K	Sell	2,558 -40,083	-94%	-$4.45M	0.25%	46
2014 Q4	$4.7M	Buy	+42,641	New	+$4.69M	4.21%	5

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Commonwealth Financial Services's AGG Position: Q2 2026 in Review

Commonwealth Financial Services opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 407,606 shares worth $40.3M. The stake represents 5.42% of the portfolio and ranks #3 among its holdings. This is a return to the name: Commonwealth Financial Services previously reported a position in AGG as recently as Q1 2017.

Commonwealth Financial Services first reported a position in AGG in Q4 2014 and has held it in 11 quarters since. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Commonwealth Financial Services held 407,606 shares of iShares Core US Aggregate Bond ETF worth $40.3M as of Q2 2026.
iShares Core US Aggregate Bond ETF was a new Commonwealth Financial Services position in Q2 2026.
iShares Core US Aggregate Bond ETF made up 5.42% of Commonwealth Financial Services's portfolio in Q2 2026, its #3 holding.
Commonwealth Financial Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 11 quarters since.
406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.