FWM
AGG icon

Forza Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Forza Wealth Management’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 		$1.35M Hold
13,682
– – 0.42% 60
2026
Q1 		$1.36M Buy
13,682
+735
+6% +$73.5K 0.47% 53
2025
Q4 		$1.29M Buy
12,947
+360
+3% +$36.1K 0.47% 47
2025
Q3 		$1.26M Buy
12,587
+250
+2% +$24.8K 0.48% 48
2025
Q2 		$1.22M Hold
12,337
– – 0.5% 47
2025
Q1 		$1.22M Buy
12,337
+750
+6% +$73.3K 0.55% 45
2024
Q4 		$1.12M Sell
11,587
-142
-1% -$14K 0.51% 47
2024
Q3 		$1.19M Hold
11,729
– – 0.54% 50
2024
Q2 		$1.14M Buy
11,729
+250
+2% +$24.1K 0.59% 47
2024
Q1 		$1.12M Buy
11,479
+400
+4% +$39.1K 0.58% 50
2023
Q4 		$1.1M Sell
11,079
-9,850
-47% -$937K 0.61% 50
2023
Q3 		$1.97M Hold
20,929
– – 1.02% 25
2023
Q2 		$2.05M Buy
20,929
+135
+0.6% +$13.3K 1.03% 23
2023
Q1 		$2.07M Buy
20,794
+65
+0.3% +$6.42K 1.07% 23
2022
Q4 		$2.01M Buy
+20,729
New +$2M 1.33% 21

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
CI
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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Forza Wealth Management's AGG Position: Q2 2026 in Review

Forza Wealth Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 13,682 shares worth $1.35M. The position accounts for 0.42% of the portfolio, ranked #60.

Forza Wealth Management first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.07M in Q1 2023. 486 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Forza Wealth Management held 13,682 shares of iShares Core US Aggregate Bond ETF worth $1.35M as of Q2 2026.
  • Forza Wealth Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.42% of Forza Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Forza Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Forza Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $2.07M in Q1 2023.
  • 486 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.