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Impact Capital Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Impact Capital Partners’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 		$5.36M Sell
54,146
-801
-1% -$79.3K 1.46% 14
2026
Q1 		$5.45M Buy
54,947
+6,082
+12% +$609K 1.65% 12
2025
Q4 		$4.88M Buy
48,865
+808
+2% +$81.1K 1.45% 14
2025
Q3 		$4.82M Sell
48,057
-2,124
-4% -$211K 1.45% 12
2025
Q2 		$4.98M Buy
50,181
+7,816
+18% +$766K 1.63% 10
2025
Q1 		$4.19M Sell
42,365
-8,346
-16% -$816K 1.52% 10
2024
Q4 		$4.91M Buy
+50,711
New +$4.99M 1.75% 7

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
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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

Impact Capital Partners's AGG Position: Q2 2026 in Review

Impact Capital Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.5% in Q2 2026, selling an estimated $79.3K and leaving 54,146 shares worth $5.36M. The position accounts for 1.46% of the portfolio, ranked #14.

Impact Capital Partners first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.45M in Q1 2026. 547 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Impact Capital Partners held 54,146 shares of iShares Core US Aggregate Bond ETF worth $5.36M as of Q2 2026.
  • Impact Capital Partners sold 801 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $79.3K.
  • iShares Core US Aggregate Bond ETF made up 1.46% of Impact Capital Partners's portfolio in Q2 2026, its #14 holding.
  • Impact Capital Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Impact Capital Partners's iShares Core US Aggregate Bond ETF position peaked at $5.45M in Q1 2026.
  • 547 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.