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Harper Investing’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Harper Investing’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 		$409K Buy
4,137
+345
+9% +$34.1K 0.14% 69
2026
Q1 		$376K Sell
3,792
-1,438
-27% -$144K 0.16% 60
2025
Q4 		$522K Buy
5,230
+68
+1% +$6.82K 0.22% 48
2025
Q3 		$517K Buy
+5,162
New +$512K 0.25% 47

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
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

Harper Investing's AGG Position: Q2 2026 in Review

Harper Investing increased its iShares Core US Aggregate Bond ETF (AGG) stake by 9.1% in Q2 2026, buying an estimated $34.1K and bringing the position to 4,137 shares worth $409K. The position accounts for 0.14% of the portfolio, ranked #69.

Harper Investing first reported a position in AGG in Q3 2025 and has held it in 4 quarters since. The position peaked at $522K in Q4 2025. 855 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Harper Investing held 4,137 shares of iShares Core US Aggregate Bond ETF worth $409K as of Q2 2026.
  • Harper Investing bought 345 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $34.1K.
  • iShares Core US Aggregate Bond ETF made up 0.14% of Harper Investing's portfolio in Q2 2026, its #69 holding.
  • Harper Investing first reported a position in iShares Core US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Harper Investing's iShares Core US Aggregate Bond ETF position peaked at $522K in Q4 2025.
  • 855 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Harper Investing's 13F filing for Q2 2026, filed 22 Jul 2026.