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Fairvoy Private Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Fairvoy Private Wealth’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 		$1.05M Buy
10,647
+513
+5% +$50.8K 0.21% 103
2026
Q1 		$1.01M Sell
10,134
-820
-7% -$82K 0.24% 92
2025
Q4 		$1.09M Sell
10,954
-166
-1% -$16.7K 0.25% 85
2025
Q3 		$1.11M Sell
11,120
-367
-3% -$36.4K 0.25% 81
2025
Q2 		$1.14M Sell
11,487
-853
-7% -$83.6K 0.28% 77
2025
Q1 		$1.22M Sell
12,340
-116,439
-90% -$11.4M 0.34% 67
2024
Q4 		$12.5M Buy
+128,779
New +$12.7M 3.32% 4

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
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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Fairvoy Private Wealth's AGG Position: Q2 2026 in Review

Fairvoy Private Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.1% in Q2 2026, buying an estimated $50.8K and bringing the position to 10,647 shares worth $1.05M. The position accounts for 0.21% of the portfolio, ranked #103.

Fairvoy Private Wealth first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.5M in Q4 2024. 511 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Fairvoy Private Wealth held 10,647 shares of iShares Core US Aggregate Bond ETF worth $1.05M as of Q2 2026.
  • Fairvoy Private Wealth bought 513 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $50.8K.
  • iShares Core US Aggregate Bond ETF made up 0.21% of Fairvoy Private Wealth's portfolio in Q2 2026, its #103 holding.
  • Fairvoy Private Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Fairvoy Private Wealth's iShares Core US Aggregate Bond ETF position peaked at $12.5M in Q4 2024.
  • 511 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.