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Cooper Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cooper Financial Group’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 		$635K Buy
6,416
+2,652
+70% +$262K 0.05% 230
2026
Q1 		$374K Buy
3,764
+696
+23% +$69.6K 0.04% 292
2025
Q4 		$306K Buy
3,068
+701
+30% +$70.3K 0.03% 296
2025
Q3 		$237K Buy
2,367
+145
+7% +$14.4K 0.03% 341
2025
Q2 		$220K Sell
2,222
-537
-19% -$52.6K 0.03% 347
2025
Q1 		$273K Buy
2,759
+497
+22% +$48.6K 0.04% 321
2024
Q4 		$219K Buy
2,262
+24
+1% +$2.36K 0.03% 364
2024
Q3 		$227K Buy
+2,238
New +$223K 0.03% 353
2022
Q3 		– Sell
-2,229
Closed -$227K – 263
2022
Q2 		$227K Buy
+2,229
New +$229K 0.08% 220
2021
Q2 		– Sell
-2,315
Closed -$264K – 251
2021
Q1 		$264K Sell
2,315
-14,660
-86% -$1.7M 0.06% 199
2020
Q4 		$2.01M Buy
+16,975
New +$2M 0.41% 41

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
R
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
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Cooper Financial Group's AGG Position: Q2 2026 in Review

Cooper Financial Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 70% in Q2 2026, buying an estimated $262K and bringing the position to 6,416 shares worth $635K. The position accounts for 0.05% of the portfolio, ranked #230.

Cooper Financial Group first reported a position in AGG in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.01M in Q4 2020. 370 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Cooper Financial Group held 6,416 shares of iShares Core US Aggregate Bond ETF worth $635K as of Q2 2026.
  • Cooper Financial Group bought 2,652 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $262K.
  • iShares Core US Aggregate Bond ETF made up 0.05% of Cooper Financial Group's portfolio in Q2 2026, its #230 holding.
  • Cooper Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 11 quarters since.
  • Cooper Financial Group's iShares Core US Aggregate Bond ETF position peaked at $2.01M in Q4 2020.
  • 370 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.