EPIQ Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

EPIQ Partners’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	$6.83M	Sell	68,970 -3,789	-5%	-$375K	2.9%	10
2026 Q1	$7.22M	Sell	72,759 -3,237	-4%	-$324K	3.37%	7
2025 Q4	$7.59M	Sell	75,996 -14,570	-16%	-$1.46M	3.54%	8
2025 Q3	$9.08M	Buy	90,566 +8,649	+11%	+$858K	4.29%	5
2025 Q2	$8.13M	Buy	81,917 +3,928	+5%	+$385K	4.14%	6
2025 Q1	$7.71M	Buy	77,989 +2,989	+4%	+$292K	4.07%	6
2024 Q4	$7.27M	Buy	75,000 +10,581	+16%	+$1.04M	3.93%	7
2024 Q3	$6.52M	Buy	64,419 +26,930	+72%	+$2.69M	3.61%	6
2024 Q2	$3.64M	Buy	37,489 +4,295	+13%	+$415K	2.46%	13
2024 Q1	$3.25M	Buy	33,194 +13,343	+67%	+$1.31M	2.16%	19
2023 Q4	$1.97M	Buy	+19,851	New	+$1.89M	1.41%	26

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

EPIQ Partners's AGG Position: Q2 2026 in Review

EPIQ Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 5.2% in Q2 2026, selling an estimated $375K and leaving 68,970 shares worth $6.83M. The position accounts for 2.9% of the portfolio, ranked #10.

EPIQ Partners first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.08M in Q3 2025. 449 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

EPIQ Partners held 68,970 shares of iShares Core US Aggregate Bond ETF worth $6.83M as of Q2 2026.
EPIQ Partners sold 3,789 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $375K.
iShares Core US Aggregate Bond ETF made up 2.9% of EPIQ Partners's portfolio in Q2 2026, its #10 holding.
EPIQ Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
EPIQ Partners's iShares Core US Aggregate Bond ETF position peaked at $9.08M in Q3 2025.
449 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.