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CPR Investments’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

CPR Investments’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 		$209K Sell
2,109
-5,472
-72% -$541K 0.16% 54
2026
Q1 		$753K Sell
7,581
-46,353
-86% -$4.64M 0.5% 24
2025
Q4 		$5.39M Buy
53,934
+36,256
+205% +$3.64M 3.62% 13
2025
Q3 		$1.77M Buy
17,678
+3,917
+28% +$389K 1.22% 20
2025
Q2 		$1.37M Buy
13,761
+383
+3% +$37.5K 1.06% 22
2025
Q1 		$1.32M Buy
13,378
+6,434
+93% +$629K 1.17% 24
2024
Q4 		$673K Buy
+6,944
New +$684K 0.61% 25

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

CPR Investments's AGG Position: Q2 2026 in Review

CPR Investments reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 72% in Q2 2026, selling an estimated $541K and leaving 2,109 shares worth $209K. The position accounts for 0.16% of the portfolio, ranked #54.

CPR Investments first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.39M in Q4 2025. 396 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • CPR Investments held 2,109 shares of iShares Core US Aggregate Bond ETF worth $209K as of Q2 2026.
  • CPR Investments sold 5,472 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $541K.
  • iShares Core US Aggregate Bond ETF made up 0.16% of CPR Investments's portfolio in Q2 2026, its #54 holding.
  • CPR Investments first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • CPR Investments's iShares Core US Aggregate Bond ETF position peaked at $5.39M in Q4 2025.
  • 396 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on CPR Investments's 13F filing for Q2 2026, filed 15 Jul 2026.