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Echo45 Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Echo45 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 		$279K Hold
2,815
– – 0.14% 63
2026
Q1 		$279K Hold
2,815
– – 0.16% 57
2025
Q4 		$281K Buy
+2,815
New +$282K 0.16% 56
2023
Q1 		– Sell
-3,838
Closed -$372K – 53
2022
Q4 		$372K Buy
+3,838
New +$371K 0.33% 28

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Echo45 Advisors's AGG Position: Q2 2026 in Review

Echo45 Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 2,815 shares worth $279K. The position accounts for 0.14% of the portfolio, ranked #63.

Echo45 Advisors first reported a position in AGG in Q4 2022 and has held it in 4 quarters since. The position peaked at $372K in Q4 2022. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Echo45 Advisors held 2,815 shares of iShares Core US Aggregate Bond ETF worth $279K as of Q2 2026.
  • Echo45 Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.14% of Echo45 Advisors's portfolio in Q2 2026, its #63 holding.
  • Echo45 Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 4 quarters since.
  • Echo45 Advisors's iShares Core US Aggregate Bond ETF position peaked at $372K in Q4 2022.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Echo45 Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.