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

Envision Financial’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 		$6.07M Buy
61,322
+21,039
+52% +$2.08M 2.8% 11
2026
Q1 		$4M Buy
40,283
+6,706
+20% +$671K 2.15% 14
2025
Q4 		$3.35M Buy
33,577
+7,206
+27% +$723K 1.77% 16
2025
Q3 		$2.64M Buy
26,371
+3,567
+16% +$354K 1.52% 20
2025
Q2 		$2.26M Sell
22,804
-1,771
-7% -$174K 1.51% 21
2025
Q1 		$2.43M Buy
24,575
+2,758
+13% +$270K 1.83% 18
2024
Q4 		$2.11M Buy
+21,817
New +$2.15M 1.69% 20

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
CI
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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
R
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
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Envision Financial's AGG Position: Q2 2026 in Review

Envision Financial increased its iShares Core US Aggregate Bond ETF (AGG) stake by 52% in Q2 2026, buying an estimated $2.08M and bringing the position to 61,322 shares worth $6.07M. The position accounts for 2.8% of the portfolio, ranked #11.

Envision Financial first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Envision Financial held 61,322 shares of iShares Core US Aggregate Bond ETF worth $6.07M as of Q2 2026.
  • Envision Financial bought 21,039 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.08M.
  • iShares Core US Aggregate Bond ETF made up 2.8% of Envision Financial's portfolio in Q2 2026, its #11 holding.
  • Envision Financial first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.