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Greenup Street Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Greenup Street 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 		$1.83M Sell
18,511
-6,984
-27% -$691K 0.22% 58
2026
Q1 		$2.53M Buy
25,495
+784
+3% +$78.4K 0.36% 51
2025
Q4 		$2.47M Sell
24,711
-130,951
-84% -$13.1M 0.36% 52
2025
Q3 		$15.6M Buy
155,662
+96,988
+165% +$9.62M 2.4% 8
2025
Q2 		$5.82M Sell
58,674
-4,372
-7% -$428K 1.01% 21
2025
Q1 		$6.24M Sell
63,046
-16,214
-20% -$1.59M 1.24% 15
2024
Q4 		$7.68M Sell
79,260
-90,176
-53% -$8.88M 1.53% 15
2024
Q3 		$17.2M Buy
169,436
+4,579
+3% +$457K 3.54% 6
2024
Q2 		$16M Buy
164,857
+150,560
+1,053% +$14.5M 3.76% 5
2024
Q1 		$1.4M Buy
14,297
+320
+2% +$31.3K 0.35% 48
2023
Q4 		$1.39M Sell
13,977
-2,649
-16% -$252K 0.39% 44
2023
Q3 		$1.56M Sell
16,626
-411
-2% -$39.6K 0.51% 36
2023
Q2 		$1.67M Buy
17,037
+342
+2% +$33.8K 0.46% 48
2023
Q1 		$1.66M Sell
16,695
-44,312
-73% -$4.38M 0.58% 33
2022
Q4 		$5.92M Buy
61,007
+8,228
+16% +$796K 2.47% 10
2022
Q3 		$5.08M Buy
52,779
+9,091
+21% +$919K 2.29% 11
2022
Q2 		$4.44M Buy
43,688
+10,463
+31% +$1.08M 2.09% 14
2022
Q1 		$3.56M Sell
33,225
-22,938
-41% -$2.52M 1.96% 16
2021
Q4 		$6.41M Buy
+56,163
New +$6.43M 3.76% 4

Other funds holding AGG

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Greenup Street Wealth Management's AGG Position: Q2 2026 in Review

Greenup Street Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 27% in Q2 2026, selling an estimated $691K and leaving 18,511 shares worth $1.83M. The position accounts for 0.22% of the portfolio, ranked #58.

Greenup Street Wealth Management first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $17.2M in Q3 2024. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Greenup Street Wealth Management held 18,511 shares of iShares Core US Aggregate Bond ETF worth $1.83M as of Q2 2026.
  • Greenup Street Wealth Management sold 6,984 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $691K.
  • iShares Core US Aggregate Bond ETF made up 0.22% of Greenup Street Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Greenup Street Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Greenup Street Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $17.2M in Q3 2024.
  • 1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.