Optivise Advisory Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Optivise Advisory Services’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	$897K	Buy	9,059 +122	+1%	+$12.1K	0.46%	61
2026 Q1	$887K	Buy	8,937 +686	+8%	+$68.6K	0.54%	48
2025 Q4	$824K	Sell	8,251 -9,729	-54%	-$976K	0.48%	61
2025 Q3	$1.8M	Sell	17,980 -9,777	-35%	-$970K	1.07%	19
2025 Q2	$2.75M	Buy	27,757 +11,828	+74%	+$1.16M	1.41%	11
2025 Q1	$1.58M	Sell	15,929 -11,614	-42%	-$1.14M	0.88%	24
2024 Q4	$2.67M	Sell	27,543 -48,783	-64%	-$4.8M	1.44%	12
2024 Q3	$7.73M	Buy	76,326 +21,532	+39%	+$2.15M	4.07%	2
2024 Q2	$5.32M	Buy	+54,794	New	+$5.29M	2.87%	5

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

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

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

Optivise Advisory Services's AGG Position: Q2 2026 in Review

Optivise Advisory Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.4% in Q2 2026, buying an estimated $12.1K and bringing the position to 9,059 shares worth $897K. The position accounts for 0.46% of the portfolio, ranked #61.

Optivise Advisory Services first reported a position in AGG in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.73M in Q3 2024. 784 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Optivise Advisory Services held 9,059 shares of iShares Core US Aggregate Bond ETF worth $897K as of Q2 2026.
Optivise Advisory Services bought 122 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $12.1K.
iShares Core US Aggregate Bond ETF made up 0.46% of Optivise Advisory Services's portfolio in Q2 2026, its #61 holding.
Optivise Advisory Services first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's iShares Core US Aggregate Bond ETF position peaked at $7.73M in Q3 2024.
784 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.