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

Nova 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 		$12.5K Hold
126
– – 0.01% 377
2026
Q1 		$12.5K Buy
+126
New +$12.6K 0.01% 347
2025
Q3 		– Sell
-13
Closed -$1.29K – 593
2025
Q2 		$1.29K Buy
+13
New +$1.27K ﹤0.01% 629

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

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

Nova Wealth Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 126 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #377.

Nova Wealth Management first reported a position in AGG in Q2 2025 and has held it in 3 quarters since. The position peaked at $12.5K in Q1 2026. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Nova Wealth Management held 126 shares of iShares Core US Aggregate Bond ETF worth $12.5K as of Q2 2026.
  • Nova Wealth Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.01% of Nova Wealth Management's portfolio in Q2 2026, its #377 holding.
  • Nova Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • Nova Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $12.5K in Q1 2026.
  • 406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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