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

Fortune Financial 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 		$225K Hold
2,271
– – 0.1% 151
2026
Q1 		$225K Buy
+2,271
New +$227K 0.11% 141

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
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Fortune Financial Advisors's AGG Position: Q2 2026 in Review

Fortune Financial Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 2,271 shares worth $225K. The position accounts for 0.1% of the portfolio, ranked #151.

Fortune Financial Advisors first reported a position in AGG in Q1 2026 and has held it in 2 quarters since. The position peaked at $225K in Q1 2026. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Fortune Financial Advisors held 2,271 shares of iShares Core US Aggregate Bond ETF worth $225K as of Q2 2026.
  • Fortune Financial Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.1% of Fortune Financial Advisors's portfolio in Q2 2026, its #151 holding.
  • Fortune Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Fortune Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $225K in Q1 2026.
  • 1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.