Pathway Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Pathway Financial Advisors’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	$1.56M	Buy	15,806 +372	+2%	+$36.8K	0.18%	55
2026 Q1	$1.53M	Buy	15,434 +100	+0.7%	+$10K	0.19%	51
2025 Q4	$1.53M	Buy	15,334 +1,079	+8%	+$108K	0.19%	52
2025 Q3	$1.43M	Buy	14,255 +109	+0.8%	+$10.8K	0.19%	51
2025 Q2	$1.4M	Sell	14,146 -1,226	-8%	-$120K	0.21%	48
2025 Q1	$1.52M	Buy	15,372 +1,774	+13%	+$173K	0.27%	43
2024 Q4	$1.32M	Buy	13,598 +5,050	+59%	+$497K	0.3%	43
2024 Q3	$866K	Buy	8,548 +46	+0.5%	+$4.59K	0.22%	53
2024 Q2	$825K	Buy	8,502 +306	+4%	+$29.5K	0.22%	53
2024 Q1	$803K	Buy	8,196 +245	+3%	+$24K	0.22%	58
2023 Q4	$789K	Buy	7,951 +3,321	+72%	+$316K	0.23%	53
2023 Q3	$435K	Hold	4,630	–	–	0.15%	72
2023 Q2	$454K	Buy	4,630 +560	+14%	+$55.4K	0.15%	71
2023 Q1	$406K	Sell	4,070 -177,976	-98%	-$17.6M	0.14%	76
2022 Q4	$17.7M	Buy	182,046 +178,216	+4,653%	+$17.2M	5.45%	4
2022 Q3	$369K	Buy	+3,830	New	+$387K	0.13%	77
2018 Q3	–	Sell	-14	Closed	-$1K	–	102
2018 Q2	$1K	Hold	14	–	–	﹤0.01%	402
2018 Q1	$2K	Hold	14	–	–	﹤0.01%	416
2017 Q4	$2K	Buy	+14	New	+$1.53K	﹤0.01%	427

Other funds holding AGG

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Pathway Financial Advisors's AGG Position: Q2 2026 in Review

Pathway Financial Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.4% in Q2 2026, buying an estimated $36.8K and bringing the position to 15,806 shares worth $1.56M. The position accounts for 0.18% of the portfolio, ranked #55.

Pathway Financial Advisors first reported a position in AGG in Q4 2017 and has held it in 19 quarters since. The position peaked at $17.7M in Q4 2022. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Pathway Financial Advisors held 15,806 shares of iShares Core US Aggregate Bond ETF worth $1.56M as of Q2 2026.
Pathway Financial Advisors bought 372 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $36.8K.
iShares Core US Aggregate Bond ETF made up 0.18% of Pathway Financial Advisors's portfolio in Q2 2026, its #55 holding.
Pathway Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 19 quarters since.
Pathway Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $17.7M in Q4 2022.
406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.