Curry Webb Wealth Management’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
$8.02M Buy
81,049
+25,785
+47% +$2.55M 3.32% 7
2026
Q1
$5.49M Sell
55,264
-13,528
-20% -$1.35M 2.59% 12
2025
Q4
$6.87M Buy
+68,792
New +$6.9M 3.41% 8

Other funds holding AGG

Curry Webb Wealth Management's AGG Position: Q2 2026 in Review

Curry Webb Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 47% in Q2 2026, buying an estimated $2.55M and bringing the position to 81,049 shares worth $8.02M. The position accounts for 3.32% of the portfolio, ranked #7.

Curry Webb Wealth Management first reported a position in AGG in Q4 2025 and has held it in 3 quarters since. 2,098 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Curry Webb Wealth Management held 81,049 shares of iShares Core US Aggregate Bond ETF worth $8.02M as of Q2 2026.
  • Curry Webb Wealth Management bought 25,785 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.55M.
  • iShares Core US Aggregate Bond ETF made up 3.32% of Curry Webb Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Curry Webb Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Curry Webb Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.