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Navigation Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Navigation Wealth 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 		$2.06M Buy
20,847
+796
+4% +$78.8K 2.84% 6
2026
Q1 		$1.99M Buy
20,051
+2,066
+11% +$207K 7.17% 6
2025
Q4 		$1.8M Buy
17,985
+1,032
+6% +$104K 2.67% 6
2025
Q3 		$1.7M Buy
16,953
+2,696
+19% +$267K 2.5% 6
2025
Q2 		$1.41M Buy
14,257
+11,947
+517% +$1.17M 2.08% 7
2025
Q1 		$229K Buy
+2,310
New +$226K 0.35% 9

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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Navigation Wealth Management's AGG Position: Q2 2026 in Review

Navigation Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4% in Q2 2026, buying an estimated $78.8K and bringing the position to 20,847 shares worth $2.06M. The position accounts for 2.84% of the portfolio, ranked #6.

Navigation Wealth Management first reported a position in AGG in Q1 2025 and has held it in 6 quarters since. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Navigation Wealth Management held 20,847 shares of iShares Core US Aggregate Bond ETF worth $2.06M as of Q2 2026.
  • Navigation Wealth Management bought 796 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $78.8K.
  • iShares Core US Aggregate Bond ETF made up 2.84% of Navigation Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Navigation Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Navigation Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.