Regatta Research & Money Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Regatta Research & Money Management’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	$27.2K	Buy	+275	New	+$27.2K	0.03%	364

Other funds holding AGG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Regatta Research & Money Management's AGG Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 275 shares worth $27.2K. The stake represents 0.03% of the portfolio and ranks #364 among its holdings.

1,768 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Regatta Research & Money Management held 275 shares of iShares Core US Aggregate Bond ETF worth $27.2K as of Q2 2026.
iShares Core US Aggregate Bond ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.03% of Regatta Research & Money Management's portfolio in Q2 2026, its #364 holding.
1,768 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.