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Net Worth Advisory Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Net Worth Advisory 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 		$1.75M Sell
17,666
-4,355
-20% -$431K 0.44% 45
2026
Q1 		$2.19M Sell
22,021
-474
-2% -$47.4K 0.45% 46
2025
Q4 		$2.25M Buy
22,495
+5,556
+33% +$558K 0.45% 46
2025
Q3 		$1.7M Sell
16,939
-5,270
-24% -$523K 0.49% 40
2025
Q2 		$2.2M Buy
22,209
+4,606
+26% +$451K 0.49% 42
2025
Q1 		$1.74M Sell
17,603
-678
-4% -$66.3K 0.55% 29
2024
Q4 		$1.77M Sell
18,281
-1,108
-6% -$109K 0.54% 32
2024
Q3 		$1.96M Buy
+19,389
New +$1.93M 0.58% 26

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Net Worth Advisory Group's AGG Position: Q2 2026 in Review

Net Worth Advisory Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 20% in Q2 2026, selling an estimated $431K and leaving 17,666 shares worth $1.75M. The position accounts for 0.44% of the portfolio, ranked #45.

Net Worth Advisory Group first reported a position in AGG in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.25M in Q4 2025. 439 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Net Worth Advisory Group held 17,666 shares of iShares Core US Aggregate Bond ETF worth $1.75M as of Q2 2026.
  • Net Worth Advisory Group sold 4,355 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $431K.
  • iShares Core US Aggregate Bond ETF made up 0.44% of Net Worth Advisory Group's portfolio in Q2 2026, its #45 holding.
  • Net Worth Advisory Group first reported a position in iShares Core US Aggregate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Net Worth Advisory Group's iShares Core US Aggregate Bond ETF position peaked at $2.25M in Q4 2025.
  • 439 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.