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Networth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Networth Advisors’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 		$34.7K Sell
351
-667
-66% -$66K 0.02% 113
2026
Q1 		$101K Sell
1,018
-539
-35% -$53.9K 0.07% 71
2025
Q4 		$156K Buy
+1,557
New +$156K 0.11% 56

Other funds holding AGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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

Networth Advisors's AGG Position: Q2 2026 in Review

Networth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 66% in Q2 2026, selling an estimated $66K and leaving 351 shares worth $34.7K. The position accounts for 0.02% of the portfolio, ranked #113.

Networth Advisors first reported a position in AGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $156K in Q4 2025. 1,355 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Networth Advisors held 351 shares of iShares Core US Aggregate Bond ETF worth $34.7K as of Q2 2026.
  • Networth Advisors sold 667 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $66K.
  • iShares Core US Aggregate Bond ETF made up 0.02% of Networth Advisors's portfolio in Q2 2026, its #113 holding.
  • Networth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Networth Advisors's iShares Core US Aggregate Bond ETF position peaked at $156K in Q4 2025.
  • 1,355 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.