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

Everhart Financial Group’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 		$351K Buy
3,551
+126
+4% +$12.5K 0.02% 333
2026
Q1 		$340K Buy
3,425
+146
+4% +$14.6K 0.03% 337
2025
Q4 		$328K Sell
3,279
-200
-6% -$20.1K 0.03% 313
2025
Q3 		$349K Sell
3,479
-7
-0.2% -$695 0.04% 296
2025
Q2 		$346K Sell
3,486
-71
-2% -$6.96K 0.04% 274
2025
Q1 		$352K Buy
+3,557
New +$348K 0.05% 261

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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Everhart Financial Group's AGG Position: Q2 2026 in Review

Everhart Financial Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.7% in Q2 2026, buying an estimated $12.5K and bringing the position to 3,551 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #333.

Everhart Financial Group first reported a position in AGG in Q1 2025 and has held it in 6 quarters since. The position peaked at $352K in Q1 2025. 574 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Everhart Financial Group held 3,551 shares of iShares Core US Aggregate Bond ETF worth $351K as of Q2 2026.
  • Everhart Financial Group bought 126 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $12.5K.
  • iShares Core US Aggregate Bond ETF made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #333 holding.
  • Everhart Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Everhart Financial Group's iShares Core US Aggregate Bond ETF position peaked at $352K in Q1 2025.
  • 574 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.