GWM
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GoalFusion Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

GoalFusion Wealth Management’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 		$55.4M Buy
560,186
+36,509
+7% +$3.61M 22.39% 2
2026
Q1 		$52M Buy
523,677
+23,877
+5% +$2.39M 23.58% 2
2025
Q4 		$49.9M Sell
499,800
-2,707
-0.5% -$272K 23.09% 2
2025
Q3 		$50.4M Buy
502,507
+19,227
+4% +$1.91M 24.05% 2
2025
Q2 		$47.9M Buy
483,280
+9,359
+2% +$917K 24.64% 2
2025
Q1 		$46.9M Buy
473,921
+22,213
+5% +$2.17M 25.65% 1
2024
Q4 		$43.8M Buy
451,708
+30,176
+7% +$2.97M 23.86% 2
2024
Q3 		$42.7M Buy
421,532
+28,527
+7% +$2.85M 23.65% 2
2024
Q2 		$38.1M Buy
393,005
+30,012
+8% +$2.9M 23.71% 2
2024
Q1 		$35.6M Buy
362,993
+79,014
+28% +$7.73M 22.64% 2
2023
Q4 		$28.2M Buy
283,979
+4,464
+2% +$425K 19.21% 2
2023
Q3 		$26.3M Buy
279,515
+3,984
+1% +$384K 19.54% 2
2023
Q2 		$27M Buy
275,531
+14,958
+6% +$1.48M 19.88% 2
2023
Q1 		$26M Buy
260,573
+6,313
+2% +$624K 20.4% 2
2022
Q4 		$25.5M Buy
254,260
+2,242
+0.9% +$217K 20.54% 2
2022
Q3 		$24.3M Buy
252,018
+10,965
+5% +$1.11M 22.96% 2
2022
Q2 		$24.5M Buy
241,053
+6,196
+3% +$637K 22.97% 2
2022
Q1 		$25.1M Sell
234,857
-124,611
-35% -$13.7M 21.65% 2
2021
Q4 		$40.9M Buy
+359,468
New +$41.1M 40.22% 1

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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

GoalFusion Wealth Management's AGG Position: Q2 2026 in Review

GoalFusion Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7% in Q2 2026, buying an estimated $3.61M and bringing the position to 560,186 shares worth $55.4M. The position accounts for 22.39% of the portfolio, ranked #2.

GoalFusion Wealth Management first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. 449 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • GoalFusion Wealth Management held 560,186 shares of iShares Core US Aggregate Bond ETF worth $55.4M as of Q2 2026.
  • GoalFusion Wealth Management bought 36,509 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $3.61M.
  • iShares Core US Aggregate Bond ETF made up 22.39% of GoalFusion Wealth Management's portfolio in Q2 2026, its #2 holding.
  • GoalFusion Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 449 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on GoalFusion Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.