DHJJ Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

DHJJ Financial Advisors’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	$32.2K	Hold	325	–	–	0.01%	476
2026 Q1	$32.3K	Hold	325	–	–	0.01%	468
2025 Q4	$32.5K	Sell	325 -90	-22%	-$9.03K	0.01%	449
2025 Q3	$41.6K	Buy	415 +1	+0.2%	+$99	0.01%	392
2025 Q2	$41K	Hold	414	–	–	0.01%	375
2025 Q1	$40.9K	Sell	414 -17	-4%	-$1.66K	0.02%	340
2024 Q4	$41.8K	Buy	431 +1	+0.2%	+$98	0.02%	330
2024 Q3	$43.6K	Buy	430 +1	+0.2%	+$100	0.02%	325
2024 Q2	$41.7K	Sell	429 -452	-51%	-$43.6K	0.02%	300
2024 Q1	$86.2K	Sell	881 -136	-13%	-$13.3K	0.04%	209
2023 Q4	$101K	Buy	1,017 +1	+0.1%	+$95	0.05%	194
2023 Q3	$95.6K	Buy	+1,016	New	+$97.8K	0.05%	189
2021 Q3	–	Sell	-1,769	Closed	-$204K	–	126
2021 Q2	$204K	Buy	+1,769	New	+$203K	0.11%	120

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

DHJJ Financial Advisors's AGG Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 325 shares worth $32.2K. The position accounts for 0.01% of the portfolio, ranked #476.

DHJJ Financial Advisors first reported a position in AGG in Q2 2021 and has held it in 13 quarters since. The position peaked at $204K in Q2 2021. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

DHJJ Financial Advisors held 325 shares of iShares Core US Aggregate Bond ETF worth $32.2K as of Q2 2026.
DHJJ Financial Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #476 holding.
DHJJ Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2021 and has held it in 13 quarters since.
DHJJ Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $204K in Q2 2021.
2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.