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Linden Thomas Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Linden Thomas Advisory Services’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 		$332K Buy
3,356
+627
+23% +$62K 0.03% 462
2026
Q1 		$271K Buy
2,729
+345
+14% +$34.5K 0.03% 467
2025
Q4 		$238K Sell
2,384
-132
-5% -$13.2K 0.02% 461
2025
Q3 		$252K Buy
+2,516
New +$250K 0.03% 442

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
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

Linden Thomas Advisory Services's AGG Position: Q2 2026 in Review

Linden Thomas Advisory Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 23% in Q2 2026, buying an estimated $62K and bringing the position to 3,356 shares worth $332K. The position accounts for 0.03% of the portfolio, ranked #462.

Linden Thomas Advisory Services first reported a position in AGG in Q3 2025 and has held it in 4 quarters since. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Linden Thomas Advisory Services held 3,356 shares of iShares Core US Aggregate Bond ETF worth $332K as of Q2 2026.
  • Linden Thomas Advisory Services bought 627 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $62K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of Linden Thomas Advisory Services's portfolio in Q2 2026, its #462 holding.
  • Linden Thomas Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.