Continuum Advisory’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $478K | Sell |
4,825
-363
| -7% | -$35.9K | 0.04% | 302 |
|
|
2026
Q1 | $515K | Buy |
5,188
+701
| +16% | +$70.1K | 0.05% | 278 |
|
|
2025
Q4 | $448K | Sell |
4,487
-258
| -5% | -$25.9K | 0.04% | 297 |
|
|
2025
Q3 | $476K | Sell |
4,745
-446
| -9% | -$44.3K | 0.05% | 279 |
|
|
2025
Q2 | $515K | Buy |
5,191
+932
| +22% | +$91.3K | 0.06% | 259 |
|
|
2025
Q1 | $421K | Sell |
4,259
-933
| -18% | -$91.2K | 0.05% | 262 |
|
|
2024
Q4 | $503K | Sell |
5,192
-977
| -16% | -$96.2K | 0.06% | 239 |
|
|
2024
Q3 | $602K | Buy |
6,169
+1,705
| +38% | +$170K | 0.08% | 221 |
|
|
2024
Q2 | $433K | Buy |
4,464
+384
| +9% | +$37.1K | 0.06% | 243 |
|
|
2024
Q1 | $393K | Sell |
4,080
-880
| -18% | -$86.1K | 0.06% | 260 |
|
|
2023
Q4 | $492K | Buy |
4,960
+1,096
| +28% | +$104K | 0.07% | 284 |
|
|
2023
Q3 | $363K | Sell |
3,864
-482
| -11% | -$46.4K | 0.06% | 329 |
|
|
2023
Q2 | $426K | Sell |
4,346
-566
| -12% | -$56K | 0.07% | 307 |
|
|
2023
Q1 | $489K | Sell |
4,912
-1,621
| -25% | -$160K | 0.08% | 267 |
|
|
2022
Q4 | $634K | Sell |
6,533
-8,066
| -55% | -$780K | 0.11% | 219 |
|
|
2022
Q3 | $1.41M | Buy |
14,599
+1,499
| +11% | +$152K | 0.25% | 107 |
|
|
2022
Q2 | $1.33M | Buy |
13,100
+1,657
| +14% | +$170K | 0.24% | 119 |
|
|
2022
Q1 | $1.18M | Buy |
11,443
+5,277
| +86% | +$581K | 0.22% | 115 |
|
|
2021
Q4 | $703K | Buy |
6,166
+1,852
| +43% | +$212K | 0.16% | 146 |
|
|
2021
Q3 | $495K | Buy |
4,314
+240
| +6% | +$27.8K | 0.13% | 165 |
|
|
2021
Q2 | $470K | Sell |
4,074
-432
| -10% | -$49.5K | 0.15% | 156 |
|
|
2021
Q1 | $517K | Sell |
4,506
-676
| -13% | -$78.3K | 0.22% | 95 |
|
|
2020
Q4 | $612K | Sell |
5,182
-800
| -13% | -$94.2K | 0.28% | 82 |
|
|
2020
Q3 | $706K | Sell |
5,982
-122
| -2% | -$14.5K | 0.39% | 70 |
|
|
2020
Q2 | $721K | Sell |
6,104
-9,414
| -61% | -$1.1M | 0.45% | 66 |
|
|
2020
Q1 | $1.78M | Sell |
15,518
-319
| -2% | -$36.4K | 1.2% | 22 |
|
|
2019
Q4 | $1.78M | Sell |
15,837
-503
| -3% | -$56.7K | 1.03% | 27 |
|
|
2019
Q3 | $1.85M | Sell |
16,340
-2,641
| -14% | -$297K | 1.24% | 26 |
|
|
2019
Q2 | $2.11M | Sell |
18,981
-2,323
| -11% | -$254K | 1.45% | 21 |
|
|
2019
Q1 | $2.31M | Sell |
21,304
-224
| -1% | -$24K | 1.72% | 14 |
|
|
2018
Q4 | $2.29M | Sell |
21,528
-1,747
| -8% | -$183K | 1.68% | 13 |
|
|
2018
Q3 | $2.45M | Sell |
23,275
-3,328
| -13% | -$353K | 1.63% | 13 |
|
|
2018
Q2 | $2.83M | Sell |
26,603
-5,896
| -18% | -$625K | 2.07% | 10 |
|
|
2018
Q1 | $3.48M | Sell |
32,499
-4,034
| -11% | -$433K | 2.92% | 7 |
|
|
2017
Q4 | $3.99M | Sell |
36,533
-720
| -2% | -$78.7K | 3.06% | 6 |
|
|
2017
Q3 | $4.08M | Buy |
37,253
+5,432
| +17% | +$596K | 3.58% | 6 |
|
|
2017
Q2 | $3.48M | Buy |
31,821
+3,998
| +14% | +$437K | 3.46% | 6 |
|
|
2017
Q1 | $3.02M | Buy |
+27,823
| New | +$3.01M | 3.62% | 6 |
|
Other funds holding AGG
Continuum Advisory's AGG Position: Q2 2026 in Review
Continuum Advisory reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 7% in Q2 2026, selling an estimated $35.9K and leaving 4,825 shares worth $478K. The position accounts for 0.04% of the portfolio, ranked #302.
Continuum Advisory first reported a position in AGG in Q1 2017 and has held it in 38 quarters since. The position peaked at $4.08M in Q3 2017. 2,094 funds tracked by Wall St. Rank hold AGG as of Q2 2026.
- Continuum Advisory held 4,825 shares of iShares Core US Aggregate Bond ETF worth $478K as of Q2 2026.
- Continuum Advisory sold 363 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $35.9K.
- iShares Core US Aggregate Bond ETF made up 0.04% of Continuum Advisory's portfolio in Q2 2026, its #302 holding.
- Continuum Advisory first reported a position in iShares Core US Aggregate Bond ETF in Q1 2017 and has held it in 38 quarters since.
- Continuum Advisory's iShares Core US Aggregate Bond ETF position peaked at $4.08M in Q3 2017.
- 2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.
Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.