FORM Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

FORM Wealth Advisors’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	$82.6M	Buy	834,770 +328,333	+65%	+$32.5M	9.09%	4
2026 Q1	$50.3M	Sell	506,437 -271,833	-35%	-$27.2M	5.89%	5
2025 Q4	$77.7M	Buy	+778,270	New	+$78.1M	9.1%	4
2025 Q2	$81M	Sell	816,303 -113,402	-12%	-$11.1M	9.8%	4
2025 Q1	$92M	Buy	+929,705	New	+$90.9M	12.49%	3

Other funds holding AGG

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FORM Wealth Advisors's AGG Position: Q2 2026 in Review

FORM Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 65% in Q2 2026, buying an estimated $32.5M and bringing the position to 834,770 shares worth $82.6M. The position accounts for 9.09% of the portfolio, ranked #4.

FORM Wealth Advisors first reported a position in AGG in Q1 2025 and has held it in 5 quarters since. The position peaked at $92M in Q1 2025. 574 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

FORM Wealth Advisors held 834,770 shares of iShares Core US Aggregate Bond ETF worth $82.6M as of Q2 2026.
FORM Wealth Advisors bought 328,333 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $32.5M.
iShares Core US Aggregate Bond ETF made up 9.09% of FORM Wealth Advisors's portfolio in Q2 2026, its #4 holding.
FORM Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 5 quarters since.
FORM Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $92M in Q1 2025.
574 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.