Portside Wealth Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Portside Wealth Group’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	$384K	Buy	+3,884	New	+$384K	0.04%	352

Other funds holding AGG

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services

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

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

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

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Portside Wealth Group's AGG Position: Q2 2026 in Review

Portside Wealth Group opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 3,884 shares worth $384K. The stake represents 0.04% of the portfolio and ranks #352 among its holdings.

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

Portside Wealth Group held 3,884 shares of iShares Core US Aggregate Bond ETF worth $384K as of Q2 2026.
iShares Core US Aggregate Bond ETF was a new Portside Wealth Group position in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.04% of Portside Wealth Group's portfolio in Q2 2026, its #352 holding.
406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.