Latitude Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Latitude Advisors’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	$1.01M	Buy	10,184 +1,416	+16%	+$140K	0.4%	60
2026 Q1	$870K	Buy	8,768 +1,028	+13%	+$103K	0.4%	69
2025 Q4	$773K	Buy	7,740 +1,270	+20%	+$127K	0.34%	77
2025 Q3	$649K	Buy	6,470 +71	+1%	+$7.04K	0.3%	83
2025 Q2	$635K	Buy	6,399 +1,730	+37%	+$170K	0.32%	74
2025 Q1	$462K	Sell	4,669 -733	-14%	-$71.7K	0.27%	95
2024 Q4	$523K	Sell	5,402 -2,792	-34%	-$275K	0.3%	82
2024 Q3	$830K	Buy	8,194 +1,618	+25%	+$161K	0.47%	54
2024 Q2	$638K	Sell	6,576 -1,728	-21%	-$167K	0.39%	59
2024 Q1	$813K	Buy	8,304 +542	+7%	+$53K	0.51%	40
2023 Q4	$770K	Sell	7,762 -1,199	-13%	-$114K	0.54%	39
2023 Q3	$843K	Buy	8,961 +1,313	+17%	+$126K	0.6%	32
2023 Q2	$749K	Buy	7,648 +3,359	+78%	+$332K	0.52%	35
2023 Q1	$427K	Sell	4,289 -128	-3%	-$12.7K	0.31%	84
2022 Q4	$428K	Buy	4,417 +67	+2%	+$6.48K	0.32%	78
2022 Q3	$419K	Sell	4,350 -1,029	-19%	-$104K	0.35%	67
2022 Q2	$547K	Sell	5,379 -9,133	-63%	-$938K	0.5%	44
2022 Q1	$1.55M	Buy	14,512 +3,890	+37%	+$428K	0.35%	62
2021 Q4	$1.21M	Buy	10,622 +2,406	+29%	+$275K	0.34%	56
2021 Q3	$943K	Buy	8,216 +3,987	+94%	+$462K	0.3%	63
2021 Q2	$488K	Sell	4,229 -1,027	-20%	-$118K	0.36%	60
2021 Q1	$598K	Sell	5,256 -187	-3%	-$21.7K	0.49%	43
2020 Q4	$643K	Buy	+5,443	New	+$641K	0.57%	44

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

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Latitude Advisors's AGG Position: Q2 2026 in Review

Latitude Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 16% in Q2 2026, buying an estimated $140K and bringing the position to 10,184 shares worth $1.01M. The position accounts for 0.4% of the portfolio, ranked #60.

Latitude Advisors first reported a position in AGG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.55M in Q1 2022. 1,002 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Latitude Advisors held 10,184 shares of iShares Core US Aggregate Bond ETF worth $1.01M as of Q2 2026.
Latitude Advisors bought 1,416 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $140K.
iShares Core US Aggregate Bond ETF made up 0.4% of Latitude Advisors's portfolio in Q2 2026, its #60 holding.
Latitude Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
Latitude Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.55M in Q1 2022.
1,002 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.