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

Finley Financial’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 		$832K Sell
8,410
-500
-6% -$49.5K 0.34% 38
2026
Q1 		$884K Hold
8,910
– – 0.41% 35
2025
Q4 		$890K Hold
8,910
– – 0.41% 34
2025
Q3 		$893K Buy
8,910
+700
+9% +$69.5K 0.41% 31
2025
Q2 		$814K Buy
8,210
+2,500
+44% +$245K 0.41% 34
2025
Q1 		$566K Buy
5,710
+225
+4% +$22K 0.32% 39
2024
Q4 		$530K Buy
+5,485
New +$540K 0.28% 43

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

Finley Financial's AGG Position: Q2 2026 in Review

Finley Financial reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 5.6% in Q2 2026, selling an estimated $49.5K and leaving 8,410 shares worth $832K. The position accounts for 0.34% of the portfolio, ranked #38.

Finley Financial first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $893K in Q3 2025. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Finley Financial held 8,410 shares of iShares Core US Aggregate Bond ETF worth $832K as of Q2 2026.
  • Finley Financial sold 500 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $49.5K.
  • iShares Core US Aggregate Bond ETF made up 0.34% of Finley Financial's portfolio in Q2 2026, its #38 holding.
  • Finley Financial first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Finley Financial's iShares Core US Aggregate Bond ETF position peaked at $893K in Q3 2025.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.