Founders Grove Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Founders Grove Wealth Partners’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	$9.16M	Sell	92,585 -27,297	-23%	-$2.7M	1.83%	15
2026 Q1	$11.9M	Buy	119,882 +3,191	+3%	+$319K	2.71%	9
2025 Q4	$11.7M	Buy	116,691 +27,071	+30%	+$2.72M	2.62%	9
2025 Q3	$8.98M	Buy	89,620 +68,522	+325%	+$6.8M	2.11%	12
2025 Q2	$2.09M	Buy	+21,098	New	+$2.07M	0.53%	46

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Founders Grove Wealth Partners's AGG Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 23% in Q2 2026, selling an estimated $2.7M and leaving 92,585 shares worth $9.16M. The position accounts for 1.83% of the portfolio, ranked #15.

Founders Grove Wealth Partners first reported a position in AGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.9M in Q1 2026. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Founders Grove Wealth Partners held 92,585 shares of iShares Core US Aggregate Bond ETF worth $9.16M as of Q2 2026.
Founders Grove Wealth Partners sold 27,297 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.7M.
iShares Core US Aggregate Bond ETF made up 1.83% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #15 holding.
Founders Grove Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Founders Grove Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $11.9M in Q1 2026.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.