Helen Stephens Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Helen Stephens Group’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	$3.65M	Buy	36,858 +17,271	+88%	+$1.71M	0.62%	26
2026 Q1	$1.94M	Buy	19,587 +17,470	+825%	+$1.75M	0.39%	32
2025 Q4	$211K	Buy	+2,117	New	+$212K	0.04%	114
2024 Q2	–	Sell	-2,118	Closed	-$207K	–	84
2024 Q1	$207K	Buy	+2,118	New	+$207K	0.08%	72
2023 Q4	–	Sell	-2,136	Closed	-$201K	–	75
2023 Q3	$201K	Sell	2,136 -85	-4%	-$8.19K	0.1%	65
2023 Q2	$218K	Sell	2,221 -41	-2%	-$4.05K	0.11%	64
2023 Q1	$225K	Buy	+2,262	New	+$224K	0.12%	67
2022 Q1	–	Sell	-1,834	Closed	-$209K	–	61
2021 Q4	$209K	Buy	+1,834	New	+$210K	0.17%	53

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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) 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

Helen Stephens Group's AGG Position: Q2 2026 in Review

Helen Stephens Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 88% in Q2 2026, buying an estimated $1.71M and bringing the position to 36,858 shares worth $3.65M. The position accounts for 0.62% of the portfolio, ranked #26.

Helen Stephens Group first reported a position in AGG in Q4 2021 and has held it in 8 quarters since. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Helen Stephens Group held 36,858 shares of iShares Core US Aggregate Bond ETF worth $3.65M as of Q2 2026.
Helen Stephens Group bought 17,271 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.71M.
iShares Core US Aggregate Bond ETF made up 0.62% of Helen Stephens Group's portfolio in Q2 2026, its #26 holding.
Helen Stephens Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 8 quarters since.
1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.