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Integrity Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Integrity Financial’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 		$125K Hold
1,267
– – 0.06% 178
2026
Q1 		$126K Hold
1,267
– – 0.06% 177
2025
Q4 		$127K Buy
+1,267
New +$127K 0.06% 160
2025
Q1 		– Sell
-200
Closed -$19.4K – 279
2024
Q4 		$19.4K Buy
+200
New +$19.7K 0.01% 198
2022
Q4 		– Sell
-37
Closed -$4K – 212
2022
Q3 		$4K Buy
37
+12
+48% +$1.21K ﹤0.01% 174
2022
Q2 		$3K Hold
25
– – ﹤0.01% 186
2022
Q1 		$3K Hold
25
– – ﹤0.01% 187
2021
Q4 		$3K Buy
+25
New +$2.86K ﹤0.01% 188

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Integrity Financial's AGG Position: Q2 2026 in Review

Integrity Financial held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 1,267 shares worth $125K. The position accounts for 0.06% of the portfolio, ranked #178.

Integrity Financial first reported a position in AGG in Q4 2021 and has held it in 8 quarters since. The position peaked at $127K in Q4 2025. 2,094 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Integrity Financial held 1,267 shares of iShares Core US Aggregate Bond ETF worth $125K as of Q2 2026.
  • Integrity Financial left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.06% of Integrity Financial's portfolio in Q2 2026, its #178 holding.
  • Integrity Financial first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 8 quarters since.
  • Integrity Financial's iShares Core US Aggregate Bond ETF position peaked at $127K in Q4 2025.
  • 2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Integrity Financial's 13F filing for Q2 2026, filed 31 Jul 2026.