Orin Green Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Orin Green Financial’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	$892K	Buy	9,013 +124	+1%	+$12.3K	0.33%	43
2026 Q1	$882K	Buy	8,889 +1,382	+18%	+$138K	0.36%	42
2025 Q4	$750K	Sell	7,507 -1,057	-12%	-$106K	0.3%	46
2025 Q3	$859K	Sell	8,564 -111	-1%	-$11K	0.34%	45
2025 Q2	$861K	Buy	8,675 +582	+7%	+$57K	0.36%	42
2025 Q1	$787K	Buy	+8,093	New	+$791K	0.37%	38
2024 Q4	–	Sell	-7,670	Closed	-$755K	–	43
2024 Q3	$777K	Hold	7,670	–	–	0.33%	43
2024 Q2	$745K	Buy	+7,670	New	+$740K	0.34%	41
2024 Q1	–	Sell	-7,554	Closed	-$739K	–	40
2023 Q4	$750K	Sell	7,554 -229	-3%	-$21.8K	0.37%	40
2023 Q3	$732K	Buy	7,783 +629	+9%	+$60.6K	0.41%	38
2023 Q2	$701K	Sell	7,154 -153	-2%	-$15.1K	0.37%	40
2023 Q1	$728K	Sell	7,307 -568	-7%	-$56.1K	0.39%	38
2022 Q4	$764K	Sell	7,875 -8,830	-53%	-$854K	0.45%	36
2022 Q3	$1.61M	Hold	16,705	–	–	1.05%	20
2022 Q2	$1.7M	Buy	16,705 +10,565	+172%	+$1.09M	1.06%	20
2022 Q1	$658K	Hold	6,140	–	–	0.43%	39
2021 Q4	$672K	Sell	6,140 -1,101	-15%	-$126K	0.49%	36
2021 Q3	$831K	Buy	7,241 +23	+0.3%	+$2.67K	0.58%	34
2021 Q2	$832K	Buy	7,218 +2,585	+56%	+$296K	0.59%	32
2021 Q1	$527K	Sell	4,633 -2,519	-35%	-$292K	0.43%	39
2020 Q4	$845K	Buy	+7,152	New	+$842K	0.67%	31

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Orin Green Financial's AGG Position: Q2 2026 in Review

Orin Green Financial increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.4% in Q2 2026, buying an estimated $12.3K and bringing the position to 9,013 shares worth $892K. The position accounts for 0.33% of the portfolio, ranked #43.

Orin Green Financial first reported a position in AGG in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.7M in Q2 2022. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Orin Green Financial held 9,013 shares of iShares Core US Aggregate Bond ETF worth $892K as of Q2 2026.
Orin Green Financial bought 124 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $12.3K.
iShares Core US Aggregate Bond ETF made up 0.33% of Orin Green Financial's portfolio in Q2 2026, its #43 holding.
Orin Green Financial first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 21 quarters since.
Orin Green Financial's iShares Core US Aggregate Bond ETF position peaked at $1.7M in Q2 2022.
2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.