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

Fairway 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 		$2.78M Buy
28,081
+1,006
+4% +$99.5K 0.64% 27
2026
Q1 		$2.69M Sell
27,075
-1,548
-5% -$155K 0.71% 25
2025
Q4 		$2.86M Buy
28,623
+2,120
+8% +$213K 0.77% 23
2025
Q3 		$2.66M Buy
26,503
+654
+3% +$64.9K 0.75% 23
2025
Q2 		$2.56M Buy
25,849
+194
+0.8% +$19K 0.82% 22
2025
Q1 		$2.54M Buy
25,655
+1,644
+7% +$161K 0.94% 21
2024
Q4 		$2.33M Buy
24,011
+295
+1% +$29.1K 1.05% 19
2024
Q3 		$2.4M Buy
23,716
+3,005
+15% +$300K 1.22% 19
2024
Q2 		$2.01M Buy
20,711
+699
+3% +$67.5K 1.18% 19
2024
Q1 		$1.96M Buy
20,012
+111
+0.6% +$10.9K 1.33% 20
2023
Q4 		$1.98M Buy
+19,901
New +$1.89M 1.51% 18

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fairway Wealth's AGG Position: Q2 2026 in Review

Fairway Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.7% in Q2 2026, buying an estimated $99.5K and bringing the position to 28,081 shares worth $2.78M. The position accounts for 0.64% of the portfolio, ranked #27.

Fairway Wealth first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.86M in Q4 2025. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Fairway Wealth held 28,081 shares of iShares Core US Aggregate Bond ETF worth $2.78M as of Q2 2026.
  • Fairway Wealth bought 1,006 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $99.5K.
  • iShares Core US Aggregate Bond ETF made up 0.64% of Fairway Wealth's portfolio in Q2 2026, its #27 holding.
  • Fairway Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Fairway Wealth's iShares Core US Aggregate Bond ETF position peaked at $2.86M in Q4 2025.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Fairway Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.