FAG
AGG icon

Fortitude Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Fortitude Advisory 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 		$848K Buy
8,566
+107
+1% +$10.6K 0.32% 67
2026
Q1 		$840K Buy
8,459
+1,132
+15% +$113K 0.38% 56
2025
Q4 		$732K Buy
7,327
+736
+11% +$73.9K 0.31% 51
2025
Q3 		$661K Buy
6,591
+296
+5% +$29.4K 0.36% 57
2025
Q2 		$624K Buy
6,295
+93
+1% +$9.11K 0.36% 55
2025
Q1 		$609K Sell
6,202
-111
-2% -$10.9K 0.44% 43
2024
Q4 		$612K Sell
6,313
-261
-4% -$25.7K 0.37% 51
2024
Q3 		$666K Buy
6,574
+362
+6% +$36.1K 0.42% 45
2024
Q2 		$603K Sell
6,212
-182
-3% -$17.6K 0.36% 51
2024
Q1 		$626K Sell
6,394
-844
-12% -$82.6K 0.35% 59
2023
Q4 		$718K Buy
7,238
+570
+9% +$54.2K 0.44% 44
2023
Q3 		$627K Sell
6,668
-2,826
-30% -$272K 0.42% 48
2023
Q2 		$930K Buy
9,494
+5,427
+133% +$536K 0.68% 31
2023
Q1 		$405K Buy
4,067
+212
+5% +$21K 0.31% 82
2022
Q4 		$374K Buy
3,855
+71
+2% +$6.87K 0.32% 82
2022
Q3 		$365K Buy
3,784
+851
+29% +$86.1K 0.35% 75
2022
Q2 		$298K Buy
2,933
+56
+2% +$5.75K 0.27% 102
2022
Q1 		$308K Sell
2,877
-162
-5% -$17.8K 0.16% 117
2021
Q4 		$346K Buy
+3,039
New +$348K 0.17% 107

Other funds holding AGG

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Fortitude Advisory Group's AGG Position: Q2 2026 in Review

Fortitude Advisory Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.3% in Q2 2026, buying an estimated $10.6K and bringing the position to 8,566 shares worth $848K. The position accounts for 0.32% of the portfolio, ranked #67.

Fortitude Advisory Group first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $930K in Q2 2023. 870 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Fortitude Advisory Group held 8,566 shares of iShares Core US Aggregate Bond ETF worth $848K as of Q2 2026.
  • Fortitude Advisory Group bought 107 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $10.6K.
  • iShares Core US Aggregate Bond ETF made up 0.32% of Fortitude Advisory Group's portfolio in Q2 2026, its #67 holding.
  • Fortitude Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Fortitude Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $930K in Q2 2023.
  • 870 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.