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 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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Destiny Capital's AGG Position: Q1 2026 in Review

Destiny Capital reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 6.8% in Q1 2026, selling an estimated $536K and leaving 73,082 shares worth $7.25M. The position accounts for 3.87% of the portfolio, ranked #7.

Destiny Capital first reported a position in AGG in Q1 2023 and has held it in 12 quarters since. The position peaked at $9.54M in Q3 2024. 2,069 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Destiny Capital held 73,082 shares of iShares Core US Aggregate Bond ETF worth $7.25M as of Q1 2026.
Destiny Capital sold 5,355 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $536K.
iShares Core US Aggregate Bond ETF made up 3.87% of Destiny Capital's portfolio in Q1 2026, its #7 holding.
Destiny Capital first reported a position in iShares Core US Aggregate Bond ETF in Q1 2023 and has held it in 12 quarters since.
Destiny Capital's iShares Core US Aggregate Bond ETF position peaked at $9.54M in Q3 2024.
2,069 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Destiny Capital's 13F filing for Q1 2026, filed 12 May 2026.