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Fedenia Advisers’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Fedenia Advisers’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 		$26.9K Buy
+272
New +$26.9K 0.01% 282
2025
Q2 		– Sell
-238,018
Closed -$23.5M – 140
2025
Q1 		$23.5M Buy
+238,018
New +$23.3M 15.3% 1

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
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
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

Fedenia Advisers's AGG Position: Q2 2026 in Review

Fedenia Advisers opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 272 shares worth $26.9K. The stake represents 0.01% of the portfolio and ranks #282 among its holdings. This is a return to the name: Fedenia Advisers previously reported a position in AGG as recently as Q1 2025.

Fedenia Advisers first reported a position in AGG in Q1 2025 and has held it in 2 quarters since. The position peaked at $23.5M in Q1 2025. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Fedenia Advisers held 272 shares of iShares Core US Aggregate Bond ETF worth $26.9K as of Q2 2026.
  • iShares Core US Aggregate Bond ETF was a new Fedenia Advisers position in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Fedenia Advisers's portfolio in Q2 2026, its #282 holding.
  • Fedenia Advisers first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • Fedenia Advisers's iShares Core US Aggregate Bond ETF position peaked at $23.5M in Q1 2025.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.