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

Essential Investment 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 		– Sell
-174
Closed -$17.3K – 313
2026
Q1 		$17.3K Buy
+174
New +$17.4K 0.02% 189

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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
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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Essential Investment Partners's AGG Position: Q2 2026 in Review

Essential Investment Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 174 shares — an estimated $17.3K sold.

Essential Investment Partners first reported a position in AGG in Q1 2026 and held it in 1 quarter. The position peaked at $17.3K in Q1 2026. 616 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Essential Investment Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Essential Investment Partners sold 174 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $17.3K.
  • Essential Investment Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Essential Investment Partners's iShares Core US Aggregate Bond ETF position peaked at $17.3K in Q1 2026.
  • 616 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.