GFA
AGG icon

Gladwyn Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Gladwyn Financial Advisors’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 		$678K Buy
6,853
+384
+6% +$38K 0.42% 29
2026
Q1 		$642K Sell
6,469
-2,388
-27% -$239K 0.45% 30
2025
Q4 		$885K Sell
8,857
-2,250
-20% -$226K 0.62% 28
2025
Q3 		$1.11M Buy
11,107
+334
+3% +$33.1K 0.8% 28
2025
Q2 		$1.07M Buy
+10,773
New +$1.06M 0.83% 28

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

Gladwyn Financial Advisors's AGG Position: Q2 2026 in Review

Gladwyn Financial Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.9% in Q2 2026, buying an estimated $38K and bringing the position to 6,853 shares worth $678K. The position accounts for 0.42% of the portfolio, ranked #29.

Gladwyn Financial Advisors first reported a position in AGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.11M in Q3 2025. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Gladwyn Financial Advisors held 6,853 shares of iShares Core US Aggregate Bond ETF worth $678K as of Q2 2026.
  • Gladwyn Financial Advisors bought 384 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $38K.
  • iShares Core US Aggregate Bond ETF made up 0.42% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • Gladwyn Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Gladwyn Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.11M in Q3 2025.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.