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Consolidated Portfolio Review Corp’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Consolidated Portfolio Review Corp’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 		$401K Buy
4,048
+505
+14% +$50K 0.03% 33
2026
Q1 		$352K Hold
3,543
– – 0.03% 34
2025
Q4 		$354K Sell
3,543
-15,521
-81% -$1.56M 0.03% 34
2025
Q3 		$1.91M Sell
19,064
-435
-2% -$43.2K 0.24% 105
2025
Q2 		$1.93M Buy
19,499
+8,078
+71% +$792K 0.27% 94
2025
Q1 		$1.13M Buy
11,421
+189
+2% +$18.5K 0.18% 128
2024
Q4 		$1.09M Sell
11,232
-58
-0.5% -$5.71K 0.17% 137
2024
Q3 		$1.14M Sell
11,290
-795
-7% -$79.3K 0.26% 96
2024
Q2 		$1.17M Buy
12,085
+3,729
+45% +$360K 0.27% 90
2024
Q1 		$818K Sell
8,356
-5,860
-41% -$574K 0.21% 117
2023
Q4 		$1.41M Sell
14,216
-1,773
-11% -$169K 0.32% 82
2023
Q3 		$1.5M Buy
15,989
+2,553
+19% +$246K 0.36% 80
2023
Q2 		$1.32M Buy
13,436
+745
+6% +$73.6K 0.31% 88
2023
Q1 		$1.26M Buy
+12,691
New +$1.25M 0.34% 78

Other funds holding AGG

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

Consolidated Portfolio Review Corp's AGG Position: Q2 2026 in Review

Consolidated Portfolio Review Corp increased its iShares Core US Aggregate Bond ETF (AGG) stake by 14% in Q2 2026, buying an estimated $50K and bringing the position to 4,048 shares worth $401K. The position accounts for 0.03% of the portfolio, ranked #33.

Consolidated Portfolio Review Corp first reported a position in AGG in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.93M in Q2 2025. 744 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Consolidated Portfolio Review Corp held 4,048 shares of iShares Core US Aggregate Bond ETF worth $401K as of Q2 2026.
  • Consolidated Portfolio Review Corp bought 505 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $50K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Consolidated Portfolio Review Corp's portfolio in Q2 2026, its #33 holding.
  • Consolidated Portfolio Review Corp first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Consolidated Portfolio Review Corp's iShares Core US Aggregate Bond ETF position peaked at $1.93M in Q2 2025.
  • 744 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Consolidated Portfolio Review Corp's 13F filing for Q2 2026, filed 23 Jul 2026.