NFP
AGG icon

NorthLanding Financial Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

NorthLanding Financial Partners’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 		$1.4M Sell
14,155
-432
-3% -$42.7K 0.97% 16
2026
Q1 		$1.45M Sell
14,587
-86,644
-86% -$8.67M 1.17% 12
2025
Q4 		$10.1M Buy
101,231
+7,507
+8% +$753K 8.12% 5
2025
Q3 		$9.4M Buy
93,724
+7,273
+8% +$722K 7.84% 5
2025
Q2 		$8.58M Buy
86,451
+963
+1% +$94.4K 7.59% 5
2025
Q1 		$8.46M Buy
85,488
+526
+0.6% +$51.4K 8.3% 3
2024
Q4 		$8.23M Buy
84,962
+5,883
+7% +$579K 8.31% 3
2024
Q3 		$8.01M Buy
79,079
+3,673
+5% +$366K 7.92% 4
2024
Q2 		$7.32M Buy
75,406
+1,882
+3% +$182K 7.77% 4
2024
Q1 		$7.2M Buy
73,524
+17,349
+31% +$1.7M 7.84% 4
2023
Q4 		$5.58M Buy
56,175
+1,505
+3% +$143K 6.6% 4
2023
Q3 		$5.14M Buy
54,670
+3,014
+6% +$290K 6.59% 4
2023
Q2 		$5.06M Sell
51,656
-42,630
-45% -$4.21M 6.6% 4
2023
Q1 		$9.39M Buy
94,286
+765
+0.8% +$75.6K 6.62% 3
2022
Q4 		$9.07M Buy
93,521
+1,095
+1% +$106K 6.52% 3
2022
Q3 		$8.9M Buy
+92,426
New +$9.35M 7.03% 3

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

NorthLanding Financial Partners's AGG Position: Q2 2026 in Review

NorthLanding Financial Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3% in Q2 2026, selling an estimated $42.7K and leaving 14,155 shares worth $1.4M. The position accounts for 0.97% of the portfolio, ranked #16.

NorthLanding Financial Partners first reported a position in AGG in Q3 2022 and has held it in 16 quarters since. The position peaked at $10.1M in Q4 2025. 644 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • NorthLanding Financial Partners held 14,155 shares of iShares Core US Aggregate Bond ETF worth $1.4M as of Q2 2026.
  • NorthLanding Financial Partners sold 432 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $42.7K.
  • iShares Core US Aggregate Bond ETF made up 0.97% of NorthLanding Financial Partners's portfolio in Q2 2026, its #16 holding.
  • NorthLanding Financial Partners first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • NorthLanding Financial Partners's iShares Core US Aggregate Bond ETF position peaked at $10.1M in Q4 2025.
  • 644 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on NorthLanding Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.