Magnus Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Magnus Financial Group’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	$226K	Sell	2,280 -22	-1%	-$2.18K	0.02%	364
2026 Q1	$228K	Sell	2,302 -1,884	-45%	-$188K	0.02%	341
2025 Q4	$418K	Buy	4,186 +1,136	+37%	+$114K	0.03%	281
2025 Q3	$306K	Sell	3,050 -34	-1%	-$3.37K	0.02%	316
2025 Q2	$306K	Sell	3,084 -859	-22%	-$84.2K	0.03%	296
2025 Q1	$390K	Buy	3,943 +1,229	+45%	+$120K	0.04%	255
2024 Q4	$263K	Buy	2,714 +592	+28%	+$58.3K	0.03%	294
2024 Q3	$215K	Buy	+2,122	New	+$212K	0.02%	312

Other funds holding AGG

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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

Magnus Financial Group's AGG Position: Q2 2026 in Review

Magnus Financial Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.96% in Q2 2026, selling an estimated $2.18K and leaving 2,280 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #364.

Magnus Financial Group first reported a position in AGG in Q3 2024 and has held it in 8 quarters since. The position peaked at $418K in Q4 2025. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Magnus Financial Group held 2,280 shares of iShares Core US Aggregate Bond ETF worth $226K as of Q2 2026.
Magnus Financial Group sold 22 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.18K.
iShares Core US Aggregate Bond ETF made up 0.02% of Magnus Financial Group's portfolio in Q2 2026, its #364 holding.
Magnus Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Magnus Financial Group's iShares Core US Aggregate Bond ETF position peaked at $418K in Q4 2025.
723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.