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Juncture Wealth Strategies’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Juncture Wealth Strategies’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 		$9.9M Buy
100,001
+7,819
+8% +$774K 2.58% 6
2026
Q1 		$9.15M Buy
92,182
+4,408
+5% +$441K 3.06% 5
2025
Q4 		$8.77M Buy
87,774
+6,705
+8% +$673K 2.89% 5
2025
Q3 		$8.13M Buy
81,069
+392
+0.5% +$38.9K 2.72% 7
2025
Q2 		$8M Buy
80,677
+1,896
+2% +$186K 2.84% 6
2025
Q1 		$7.79M Buy
78,781
+5,018
+7% +$491K 3.03% 7
2024
Q4 		$7.15M Buy
73,763
+7,951
+12% +$783K 2.66% 7
2024
Q3 		$6.66M Buy
65,812
+3,376
+5% +$337K 2.58% 7
2024
Q2 		$6.06M Buy
62,436
+4,343
+7% +$419K 2.54% 7
2024
Q1 		$5.69M Buy
58,093
+4,941
+9% +$484K 2.45% 7
2023
Q4 		$5.28M Buy
53,152
+530
+1% +$50.4K 2.39% 9
2023
Q3 		$4.95M Sell
52,622
-1,553
-3% -$150K 2.42% 9
2023
Q2 		$5.31M Buy
54,175
+1,430
+3% +$141K 2.48% 10
2023
Q1 		$5.26M Buy
52,745
+6,453
+14% +$638K 2.59% 10
2022
Q4 		$4.49M Buy
46,292
+8,042
+21% +$778K 2.14% 11
2022
Q3 		$3.69M Buy
38,250
+265
+0.7% +$26.8K 1.84% 17
2022
Q2 		$3.86M Sell
37,985
-13,276
-26% -$1.36M 1.9% 18
2022
Q1 		$5.49M Sell
51,261
-604
-1% -$66.5K 2.61% 9
2021
Q4 		$5.92M Buy
51,865
+5,934
+13% +$679K 2.82% 5
2021
Q3 		$5.27M Buy
45,931
+4,827
+12% +$560K 2.78% 7
2021
Q2 		$4.75M Sell
41,104
-1,226
-3% -$140K 2.73% 7
2021
Q1 		$4.82M Buy
42,330
+7,107
+20% +$823K 3.03% 6
2020
Q4 		$4.16M Buy
35,223
+2,996
+9% +$353K 2.64% 7
2020
Q3 		$3.81M Buy
32,227
+4,633
+17% +$550K 2.63% 8
2020
Q2 		$3.26M Buy
27,594
+518
+2% +$60.6K 2.46% 8
2020
Q1 		$3.12M Buy
27,076
+2,764
+11% +$315K 2.88% 8
2019
Q4 		$2.73M Buy
24,312
+2,798
+13% +$315K 2.13% 9
2019
Q3 		$2.44M Buy
21,514
+1,737
+9% +$195K 2.14% 9
2019
Q2 		$2.2M Buy
19,777
+4,182
+27% +$457K 1.77% 12
2019
Q1 		$1.7M Buy
15,595
+608
+4% +$65.2K 1.31% 20
2018
Q4 		$1.6M Sell
14,987
-2,507
-14% -$263K 1.08% 25
2018
Q3 		$1.85M Sell
17,494
-532
-3% -$56.4K 0.97% 31
2018
Q2 		$1.92M Sell
18,026
-826
-4% -$87.6K 1.03% 29
2018
Q1 		$2.02M Buy
18,852
+2,826
+18% +$303K 1.13% 25
2017
Q4 		$1.75M Buy
16,026
+1,399
+10% +$153K 0.98% 30
2017
Q3 		$1.6M Buy
14,627
+1,715
+13% +$188K 0.9% 33
2017
Q2 		$1.41M Buy
12,912
+1,394
+12% +$152K 0.81% 34
2017
Q1 		$1.25M Buy
11,518
+3,004
+35% +$325K 0.77% 33
2016
Q4 		$920K Buy
8,514
+3,110
+58% +$341K 0.64% 44
2016
Q3 		$608K Buy
5,404
+1,694
+46% +$190K 0.41% 56
2016
Q2 		$418K Sell
3,710
-360
-9% -$40K 0.3% 63
2016
Q1 		$451K Buy
4,070
+720
+21% +$78.8K 0.33% 63
2015
Q4 		$362K Buy
3,350
+810
+32% +$88.2K 0.27% 68
2015
Q3 		$278K Buy
2,540
+140
+6% +$15.3K 0.23% 70
2015
Q2 		$261K Buy
2,400
+400
+20% +$44K 0.21% 67
2015
Q1 		$223K Sell
2,000
-1,700
-46% -$189K 0.18% 67
2014
Q4 		$408K Buy
+3,700
New +$407K 0.2% 62

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
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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Juncture Wealth Strategies's AGG Position: Q2 2026 in Review

Juncture Wealth Strategies increased its iShares Core US Aggregate Bond ETF (AGG) stake by 8.5% in Q2 2026, buying an estimated $774K and bringing the position to 100,001 shares worth $9.9M. The position accounts for 2.58% of the portfolio, ranked #6.

Juncture Wealth Strategies first reported a position in AGG in Q4 2014 and has held it in 47 quarters since. 784 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Juncture Wealth Strategies held 100,001 shares of iShares Core US Aggregate Bond ETF worth $9.9M as of Q2 2026.
  • Juncture Wealth Strategies bought 7,819 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $774K.
  • iShares Core US Aggregate Bond ETF made up 2.58% of Juncture Wealth Strategies's portfolio in Q2 2026, its #6 holding.
  • Juncture Wealth Strategies first reported a position in iShares Core US Aggregate Bond ETF in Q4 2014 and has held it in 47 quarters since.
  • 784 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.