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Omni 360 Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Omni 360 Wealth’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 		$248K Buy
+2,509
New +$248K 0.11% 124

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Omni 360 Wealth's AGG Position: Q2 2026 in Review

Omni 360 Wealth opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 2,509 shares worth $248K. The stake represents 0.11% of the portfolio and ranks #124 among its holdings.

370 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Omni 360 Wealth held 2,509 shares of iShares Core US Aggregate Bond ETF worth $248K as of Q2 2026.
  • iShares Core US Aggregate Bond ETF was a new Omni 360 Wealth position in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.11% of Omni 360 Wealth's portfolio in Q2 2026, its #124 holding.
  • 370 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.