Financial Gravity Companies’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$693 Buy
+7
New +$693 ﹤0.01% 837
2025
Q2
$16.5K Buy
+166
New +$16.3K ﹤0.01% 484
2024
Q4
$21.2K Buy
219
+13
+6% +$1.28K ﹤0.01% 435
2024
Q3
$20.9K Buy
+206
New +$20.6K 0.01% 269
2018
Q4
$169K Buy
+1,578
New +$166K 0.15% 149
2018
Q1
$9K Buy
90
+14
+18% +$1.5K 0.01% 602
2017
Q4
$8K Buy
+76
New +$8.31K 0.01% 592

Other funds holding AGG

Financial Gravity Companies's AGG Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 7 shares worth $693. The stake represents ﹤0.01% of the portfolio and ranks #837 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in AGG as recently as Q2 2025.

Financial Gravity Companies first reported a position in AGG in Q4 2017 and has held it in 7 quarters since. The position peaked at $169K in Q4 2018. 2,098 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Financial Gravity Companies held 7 shares of iShares Core US Aggregate Bond ETF worth $693 as of Q2 2026.
  • iShares Core US Aggregate Bond ETF was a new Financial Gravity Companies position in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #837 holding.
  • Financial Gravity Companies first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 7 quarters since.
  • Financial Gravity Companies's iShares Core US Aggregate Bond ETF position peaked at $169K in Q4 2018.
  • 2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.