Plum Street Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
Other funds holding AGG
Plum Street Advisors's AGG Position: Q2 2026 in Review
Plum Street Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.8% in Q2 2026, selling an estimated $6.73K and leaving 3,611 shares worth $357K. The position accounts for 0.11% of the portfolio, ranked #90.
Plum Street Advisors first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $490K in Q3 2024. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.
- Plum Street Advisors held 3,611 shares of iShares Core US Aggregate Bond ETF worth $357K as of Q2 2026.
- Plum Street Advisors sold 68 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $6.73K.
- iShares Core US Aggregate Bond ETF made up 0.11% of Plum Street Advisors's portfolio in Q2 2026, its #90 holding.
- Plum Street Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
- Plum Street Advisors's iShares Core US Aggregate Bond ETF position peaked at $490K in Q3 2024.
- 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.
Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.