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Cultivar Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Cultivar Capital’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 		$25.2M Buy
254,345
+5,998
+2% +$593K 16.21% 2
2026
Q1 		$24.7M Buy
248,347
+5,193
+2% +$520K 15.76% 2
2025
Q4 		$24.3M Buy
243,154
+4,043
+2% +$406K 15.55% 2
2025
Q3 		$24M Buy
239,111
+7,750
+3% +$769K 15.99% 2
2025
Q2 		$23M Buy
231,361
+3,297
+1% +$323K 16.59% 2
2025
Q1 		$22.6M Buy
228,064
+5,940
+3% +$581K 18.15% 2
2024
Q4 		$21.5M Buy
222,124
+4,906
+2% +$483K 18.84% 2
2024
Q3 		$22M Buy
217,218
+7,897
+4% +$788K 18.1% 2
2024
Q2 		$20.3M Buy
209,321
+6,117
+3% +$590K 17.02% 2
2024
Q1 		$19.9M Buy
203,204
+2,882
+1% +$282K 16.99% 2
2023
Q4 		$19.9M Buy
+200,322
New +$19.1M 17.48% 2

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Cultivar Capital's AGG Position: Q2 2026 in Review

Cultivar Capital increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.4% in Q2 2026, buying an estimated $593K and bringing the position to 254,345 shares worth $25.2M. The position accounts for 16.21% of the portfolio, ranked #2.

Cultivar Capital first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Cultivar Capital held 254,345 shares of iShares Core US Aggregate Bond ETF worth $25.2M as of Q2 2026.
  • Cultivar Capital bought 5,998 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $593K.
  • iShares Core US Aggregate Bond ETF made up 16.21% of Cultivar Capital's portfolio in Q2 2026, its #2 holding.
  • Cultivar Capital first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Cultivar Capital's 13F filing for Q2 2026, filed 8 Jul 2026.