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

ETF Portfolio 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 		$32.2M Buy
325,817
+8,981
+3% +$889K 7.67% 3
2026
Q1 		$31.5M Buy
316,836
+1,643
+0.5% +$164K 8.26% 3
2025
Q4 		$31.5M Buy
315,193
+9,050
+3% +$908K 8.12% 3
2025
Q3 		$30.7M Buy
306,143
+9,104
+3% +$903K 8.17% 3
2025
Q2 		$29.5M Sell
297,039
-2,273
-0.8% -$223K 8.17% 3
2025
Q1 		$29.6M Sell
299,312
-127,952
-30% -$12.5M 8.91% 2
2024
Q4 		$41.4M Buy
427,264
+7,579
+2% +$746K 12.43% 2
2024
Q3 		$42.5M Buy
419,685
+8,194
+2% +$818K 12.57% 3
2024
Q2 		$39.9M Buy
411,491
+24,962
+6% +$2.41M 12.5% 3
2024
Q1 		$37.9M Buy
386,529
+16,984
+5% +$1.66M 11.99% 3
2023
Q4 		$36.7M Sell
369,545
-4,862
-1% -$463K 12.3% 3
2023
Q3 		$35.2M Buy
374,407
+31,186
+9% +$3M 12.99% 2
2023
Q2 		$33.6M Buy
343,221
+13,107
+4% +$1.3M 12.06% 3
2023
Q1 		$32.9M Buy
330,114
+31,778
+11% +$3.14M 12.45% 3
2022
Q4 		$28.9M Sell
298,336
-5,370
-2% -$519K 12.17% 3
2022
Q3 		$29.3M Sell
303,706
-2,984
-1% -$302K 12.93% 3
2022
Q2 		$31.2M Sell
306,690
-22,364
-7% -$2.3M 13.45% 2
2022
Q1 		$35.2M Buy
329,054
+35,076
+12% +$3.86M 13.26% 3
2021
Q4 		$33.5M Buy
293,978
+1,316
+0.4% +$151K 12.78% 3
2021
Q3 		$33.6M Sell
292,662
-72,878
-20% -$8.45M 13.47% 3
2021
Q2 		$42.2M Buy
365,540
+93,817
+35% +$10.7M 17.06% 2
2021
Q1 		$30.9M Buy
271,723
+17,111
+7% +$1.98M 13.7% 2
2020
Q4 		$30.1M Buy
254,612
+10,636
+4% +$1.25M 13.84% 2
2020
Q3 		$28.8M Buy
243,976
+30,197
+14% +$3.58M 15.05% 2
2020
Q2 		$25.3M Buy
213,779
+5,629
+3% +$659K 13.79% 2
2020
Q1 		$24M Sell
208,150
-61,878
-23% -$7.05M 15.35% 2
2019
Q4 		$30.3M Buy
270,028
+9,876
+4% +$1.11M 16.02% 2
2019
Q3 		$29.4M Buy
260,152
+7,032
+3% +$791K 16.88% 1
2019
Q2 		$28.2M Buy
253,120
+8,885
+4% +$972K 15.01% 2
2019
Q1 		$26.6M Buy
244,235
+5,187
+2% +$556K 16.1% 2
2018
Q4 		$25.5M Sell
239,048
-18,599
-7% -$1.95M 17.02% 1
2018
Q3 		$27.2M Buy
257,647
+3,458
+1% +$367K 16.53% 2
2018
Q2 		$27M Buy
254,189
+7,752
+3% +$822K 17.43% 2
2018
Q1 		$26.4M Sell
246,437
-8,643
-3% -$928K 17.48% 1
2017
Q4 		$27.9M Buy
255,080
+15,130
+6% +$1.65M 18.74% 1
2017
Q3 		$26.3M Sell
239,950
-1,788
-0.7% -$196K 18.68% 1
2017
Q2 		$26.5M Buy
241,738
+19,605
+9% +$2.14M 19.01% 1
2017
Q1 		$24.1M Buy
222,133
+5,755
+3% +$623K 17.82% 2
2016
Q4 		$23.4M Buy
216,378
+29,298
+16% +$3.21M 18.39% 1
2016
Q3 		$21M Buy
187,080
+9,349
+5% +$1.05M 16.76% 2
2016
Q2 		$20M Buy
177,731
+38,599
+28% +$4.29M 17.55% 2
2016
Q1 		$15.4M Buy
139,132
+1,320
+1% +$144K 13.21% 2
2015
Q4 		$14.9M Sell
137,812
-29,108
-17% -$3.17M 13.12% 2
2015
Q3 		$18.3M Sell
166,920
-8,314
-5% -$907K 17.18% 1
2015
Q2 		$19.1M Buy
175,234
+6,220
+4% +$684K 16.99% 1
2015
Q1 		$18.8M Buy
+169,014
New +$18.8M 16.78% 1

Other funds holding AGG

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

ETF Portfolio Partners's AGG Position: Q2 2026 in Review

ETF Portfolio Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.8% in Q2 2026, buying an estimated $889K and bringing the position to 325,817 shares worth $32.2M. The position accounts for 7.67% of the portfolio, ranked #3.

ETF Portfolio Partners first reported a position in AGG in Q1 2015 and has held it in 46 quarters since. The position peaked at $42.5M in Q3 2024. 876 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • ETF Portfolio Partners held 325,817 shares of iShares Core US Aggregate Bond ETF worth $32.2M as of Q2 2026.
  • ETF Portfolio Partners bought 8,981 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $889K.
  • iShares Core US Aggregate Bond ETF made up 7.67% of ETF Portfolio Partners's portfolio in Q2 2026, its #3 holding.
  • ETF Portfolio Partners first reported a position in iShares Core US Aggregate Bond ETF in Q1 2015 and has held it in 46 quarters since.
  • ETF Portfolio Partners's iShares Core US Aggregate Bond ETF position peaked at $42.5M in Q3 2024.
  • 876 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on ETF Portfolio Partners's 13F filing for Q2 2026, filed 13 Jul 2026.