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

Fiduciary 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	$1.36M	Buy	13,777 +281	+2%	+$27.8K	0.15%	90
2026 Q1	$1.34M	Sell	13,496 -10	-0.1%	-$1K	0.18%	81
2025 Q4	$1.35M	Buy	13,506 +3,134	+30%	+$314K	0.19%	78
2025 Q3	$1.04M	Buy	10,372 +2,108	+26%	+$209K	0.16%	85
2025 Q2	$816K	Buy	8,264 +574	+7%	+$56.2K	0.15%	98
2025 Q1	$747K	Buy	7,690 +1,421	+23%	+$139K	0.16%	90
2024 Q4	$601K	Buy	6,269 +2,144	+52%	+$211K	0.13%	104
2024 Q3	$412K	Sell	4,125 -2,519	-38%	-$251K	0.09%	136
2024 Q2	$654K	Buy	+6,644	New	+$641K	0.16%	85

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Fiduciary Financial Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.1% in Q2 2026, buying an estimated $27.8K and bringing the position to 13,777 shares worth $1.36M. The position accounts for 0.15% of the portfolio, ranked #90.

Fiduciary Financial Group first reported a position in AGG in Q2 2024 and has held it in 9 quarters since. 1,041 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Fiduciary Financial Group held 13,777 shares of iShares Core US Aggregate Bond ETF worth $1.36M as of Q2 2026.
Fiduciary Financial Group bought 281 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $27.8K.
iShares Core US Aggregate Bond ETF made up 0.15% of Fiduciary Financial Group's portfolio in Q2 2026, its #90 holding.
Fiduciary Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.