Drucker Wealth 3.0’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Drucker Wealth 3.0’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	–	Sell	-2,096	Closed	-$208K	–	292
2026 Q1	$208K	Sell	2,096 -1,809	-46%	-$181K	0.04%	259
2025 Q4	$390K	Sell	3,905 -773	-17%	-$77.6K	0.07%	184
2025 Q3	$469K	Sell	4,678 -135	-3%	-$13.4K	0.08%	167
2025 Q2	$474K	Buy	4,813 +139	+3%	+$13.6K	0.09%	152
2025 Q1	$462K	Sell	4,674 -4,025	-46%	-$393K	0.1%	118
2024 Q4	$843K	Buy	8,699 +2,975	+52%	+$293K	0.19%	87
2024 Q3	$580K	Buy	5,724 +340	+6%	+$33.9K	0.14%	105
2024 Q2	$523K	Buy	+5,384	New	+$520K	0.14%	106

Other funds holding AGG

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Drucker Wealth 3.0's AGG Position: Q2 2026 in Review

Drucker Wealth 3.0 sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 2,096 shares — an estimated $208K sold.

Drucker Wealth 3.0 first reported a position in AGG in Q2 2024 and held it in 8 quarters. The position peaked at $843K in Q4 2024. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Drucker Wealth 3.0 reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Drucker Wealth 3.0 sold 2,096 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $208K.
Drucker Wealth 3.0 first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and held it in 8 quarters.
Drucker Wealth 3.0's iShares Core US Aggregate Bond ETF position peaked at $843K in Q4 2024.
406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.