Foundation Wealth Management (Pennsylvania)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Foundation Wealth Management (Pennsylvania)’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	$508K	Buy	5,130 +1,580	+45%	+$156K	0.15%	61
2026 Q1	$352K	Hold	3,550	–	–	0.12%	66
2025 Q4	$355K	Sell	3,550 -672	-16%	-$67.4K	0.13%	65
2025 Q3	$423K	Buy	4,222 +892	+27%	+$88.5K	0.16%	64
2025 Q2	$330K	Buy	3,330 +4	+0.1%	+$392	0.14%	68
2025 Q1	$329K	Buy	3,326 +3	+0.1%	+$293	0.16%	62
2024 Q4	$322K	Buy	+3,323	New	+$327K	0.16%	65

Other funds holding AGG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

Foundation Wealth Management (Pennsylvania)'s AGG Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) increased its iShares Core US Aggregate Bond ETF (AGG) stake by 45% in Q2 2026, buying an estimated $156K and bringing the position to 5,130 shares worth $508K. The position accounts for 0.15% of the portfolio, ranked #61.

Foundation Wealth Management (Pennsylvania) first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. 1,175 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Foundation Wealth Management (Pennsylvania) held 5,130 shares of iShares Core US Aggregate Bond ETF worth $508K as of Q2 2026.
Foundation Wealth Management (Pennsylvania) bought 1,580 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $156K.
iShares Core US Aggregate Bond ETF made up 0.15% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #61 holding.
Foundation Wealth Management (Pennsylvania) first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,175 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.