FSA Investment Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

FSA Investment 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	$1.78M	Sell	18,018 -830	-4%	-$82.1K	0.58%	14
2026 Q1	$1.87M	Sell	18,848 -500	-3%	-$50K	0.75%	11
2025 Q4	$1.93M	Buy	19,348 +2,536	+15%	+$254K	1.18%	6
2025 Q3	$1.68M	Sell	16,812 -685	-4%	-$68K	1.05%	6
2025 Q2	$1.74M	Sell	17,497 -439	-2%	-$43K	1.29%	5
2025 Q1	$1.77M	Sell	17,936 -438	-2%	-$42.8K	1.51%	5
2024 Q4	$1.76M	Buy	+18,374	New	+$1.81M	1.53%	6

Other funds holding AGG

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

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

FSA Investment Group's AGG Position: Q2 2026 in Review

FSA Investment Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 4.4% in Q2 2026, selling an estimated $82.1K and leaving 18,018 shares worth $1.78M. The position accounts for 0.58% of the portfolio, ranked #14.

FSA Investment Group first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.93M in Q4 2025. 869 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

FSA Investment Group held 18,018 shares of iShares Core US Aggregate Bond ETF worth $1.78M as of Q2 2026.
FSA Investment Group sold 830 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $82.1K.
iShares Core US Aggregate Bond ETF made up 0.58% of FSA Investment Group's portfolio in Q2 2026, its #14 holding.
FSA Investment Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
FSA Investment Group's iShares Core US Aggregate Bond ETF position peaked at $1.93M in Q4 2025.
869 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on FSA Investment Group's 13F filing for Q2 2026, filed 20 Jul 2026.