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

Destiny 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 		$6.39M Sell
64,530
-8,552
-12% -$846K 2.97% 8
2026
Q1 		$7.25M Sell
73,082
-5,355
-7% -$536K 3.87% 7
2025
Q4 		$7.83M Buy
78,437
+1,525
+2% +$153K 4.03% 7
2025
Q3 		$7.71M Buy
76,912
+2,765
+4% +$274K 4.2% 7
2025
Q2 		$7.36M Buy
74,147
+1,205
+2% +$118K 4.44% 8
2025
Q1 		$7.22M Sell
72,942
-25,322
-26% -$2.48M 4.92% 8
2024
Q4 		$9.52M Buy
98,264
+1,075
+1% +$106K 5.78% 5
2024
Q3 		$9.54M Buy
97,189
+14,632
+18% +$1.46M 5.91% 5
2024
Q2 		$8.01M Buy
82,557
+13,778
+20% +$1.33M 5.48% 6
2024
Q1 		$6.74M Buy
68,779
+8,211
+14% +$804K 4.7% 8
2023
Q4 		$6.01M Buy
+60,568
New +$5.76M 4.2% 8
2023
Q2 		$956K Buy
9,757
+6,630
+212% +$655K 0.74% 20
2023
Q1 		$312K Buy
+3,127
New +$309K 0.25% 37

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Destiny Capital's AGG Position: Q2 2026 in Review

Destiny Capital reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 12% in Q2 2026, selling an estimated $846K and leaving 64,530 shares worth $6.39M. The position accounts for 2.97% of the portfolio, ranked #8.

Destiny Capital first reported a position in AGG in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.54M in Q3 2024. 2,092 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Destiny Capital held 64,530 shares of iShares Core US Aggregate Bond ETF worth $6.39M as of Q2 2026.
  • Destiny Capital sold 8,552 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $846K.
  • iShares Core US Aggregate Bond ETF made up 2.97% of Destiny Capital's portfolio in Q2 2026, its #8 holding.
  • Destiny Capital first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Destiny Capital's iShares Core US Aggregate Bond ETF position peaked at $9.54M in Q3 2024.
  • 2,092 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Destiny Capital's 13F filing for Q2 2026, filed 10 Aug 2026.