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

Madrona Financial 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 		$2.85M Buy
28,764
+902
+3% +$89.2K 0.52% 30
2026
Q1 		$2.77M Sell
27,862
-3,651
-12% -$365K 0.61% 30
2025
Q4 		$3.15M Sell
31,513
-53
-0.2% -$5.32K 0.67% 28
2025
Q3 		$3.16M Buy
31,566
+1,356
+4% +$135K 0.7% 28
2025
Q2 		$3M Buy
30,210
+1,123
+4% +$110K 0.72% 28
2025
Q1 		$2.88M Sell
29,087
-2,177
-7% -$213K 0.79% 27
2024
Q4 		$3.03M Sell
31,264
-6,588
-17% -$649K 0.83% 33
2024
Q3 		$3.83M Buy
37,852
+1,169
+3% +$117K 1.07% 26
2024
Q2 		$3.56M Buy
36,683
+4,430
+14% +$428K 1.09% 24
2024
Q1 		$3.16M Buy
32,253
+7,712
+31% +$755K 1.1% 24
2023
Q4 		$2.44M Buy
24,541
+12,865
+110% +$1.22M 0.96% 27
2023
Q3 		$1.1M Buy
11,676
+7,933
+212% +$764K 0.5% 38
2023
Q2 		$367K Sell
3,743
-6
-0.2% -$593 0.18% 67
2023
Q1 		$374K Buy
3,749
+611
+19% +$60.4K 0.2% 54
2022
Q4 		$304K Sell
3,138
-121
-4% -$11.7K 0.17% 55
2022
Q3 		$314K Buy
3,259
+185
+6% +$18.7K 0.19% 50
2022
Q2 		$313K Hold
3,074
– – 0.18% 56
2022
Q1 		$324K Hold
3,074
– – 0.16% 59
2021
Q4 		$351K Buy
3,074
+340
+12% +$38.9K 0.15% 55
2021
Q3 		$314K Buy
+2,734
New +$317K 0.15% 51

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

Madrona Financial Services's AGG Position: Q2 2026 in Review

Madrona Financial Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.2% in Q2 2026, buying an estimated $89.2K and bringing the position to 28,764 shares worth $2.85M. The position accounts for 0.52% of the portfolio, ranked #30.

Madrona Financial Services first reported a position in AGG in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.83M in Q3 2024. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Madrona Financial Services held 28,764 shares of iShares Core US Aggregate Bond ETF worth $2.85M as of Q2 2026.
  • Madrona Financial Services bought 902 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $89.2K.
  • iShares Core US Aggregate Bond ETF made up 0.52% of Madrona Financial Services's portfolio in Q2 2026, its #30 holding.
  • Madrona Financial Services first reported a position in iShares Core US Aggregate Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Madrona Financial Services's iShares Core US Aggregate Bond ETF position peaked at $3.83M in Q3 2024.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.