Financial Designs’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
Other funds holding AGG
Financial Designs's AGG Position: Q2 2026 in Review
Financial Designs increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.6% in Q2 2026, buying an estimated $1.51M and bringing the position to 288,327 shares worth $28.5M. The position accounts for 15.3% of the portfolio, ranked #2.
Financial Designs first reported a position in AGG in Q3 2023 and has held it in 12 quarters since. 2,078 funds tracked by Wall St. Rank hold AGG as of Q2 2026.
- Financial Designs held 288,327 shares of iShares Core US Aggregate Bond ETF worth $28.5M as of Q2 2026.
- Financial Designs bought 15,298 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.51M.
- iShares Core US Aggregate Bond ETF made up 15.3% of Financial Designs's portfolio in Q2 2026, its #2 holding.
- Financial Designs first reported a position in iShares Core US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
- 2,078 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.
Based on Financial Designs's 13F filing for Q2 2026, filed 10 Jul 2026.