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Marino Stram & Associates’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Marino Stram & Associates’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 		$340K Buy
3,430
+183
+6% +$18.1K 0.05% 152
2026
Q1 		$322K Buy
3,247
+216
+7% +$21.6K 0.06% 147
2025
Q4 		$303K Buy
+3,031
New +$304K 0.05% 151
2025
Q1 		– Sell
-2,229
Closed -$216K – 167
2024
Q4 		$216K Buy
+2,229
New +$220K 0.05% 161
2021
Q1 		– Sell
-2,216
Closed -$262K – 133
2020
Q4 		$262K Buy
2,216
+213
+11% +$25.1K 0.12% 106
2020
Q3 		$260K Buy
+2,003
New +$238K 0.14% 93
2018
Q1 		– Sell
-7
Closed -$1K – 458
2017
Q4 		$1K Buy
+7
New +$765 ﹤0.01% 440

Other funds holding AGG

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Mastercard Foundation Asset Management (MFAM)
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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Marino Stram & Associates's AGG Position: Q2 2026 in Review

Marino Stram & Associates increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.6% in Q2 2026, buying an estimated $18.1K and bringing the position to 3,430 shares worth $340K. The position accounts for 0.05% of the portfolio, ranked #152.

Marino Stram & Associates first reported a position in AGG in Q4 2017 and has held it in 7 quarters since. 1,015 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Marino Stram & Associates held 3,430 shares of iShares Core US Aggregate Bond ETF worth $340K as of Q2 2026.
  • Marino Stram & Associates bought 183 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $18.1K.
  • iShares Core US Aggregate Bond ETF made up 0.05% of Marino Stram & Associates's portfolio in Q2 2026, its #152 holding.
  • Marino Stram & Associates first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 7 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.