FSM Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
Other funds holding AGG
FSM Wealth Advisors's AGG Position: Q2 2026 in Review
FSM Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2% in Q2 2026, selling an estimated $5.84K and leaving 2,849 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #273.
FSM Wealth Advisors first reported a position in AGG in Q2 2022 and has held it in 17 quarters since. The position peaked at $609K in Q2 2022. 2,079 funds tracked by Wall St. Rank hold AGG as of Q2 2026.
- FSM Wealth Advisors held 2,849 shares of iShares Core US Aggregate Bond ETF worth $282K as of Q2 2026.
- FSM Wealth Advisors sold 59 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $5.84K.
- iShares Core US Aggregate Bond ETF made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #273 holding.
- FSM Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and has held it in 17 quarters since.
- FSM Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $609K in Q2 2022.
- 2,079 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.
Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.