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Postrock Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Postrock Partners’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 		$671K Hold
6,784
– – 0.27% 47
2026
Q1 		$673K Hold
6,784
– – 0.31% 42
2025
Q4 		$678K Hold
6,784
– – 0.29% 45
2025
Q3 		$680K Hold
6,784
– – 0.3% 46
2025
Q2 		$673K Buy
6,784
+611
+10% +$59.9K 0.32% 45
2025
Q1 		$611K Buy
6,173
+429
+7% +$41.9K 0.3% 49
2024
Q4 		$557K Buy
+5,744
New +$566K 0.27% 51

Other funds holding AGG

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

Postrock Partners's AGG Position: Q2 2026 in Review

Postrock Partners held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 6,784 shares worth $671K. The position accounts for 0.27% of the portfolio, ranked #47.

Postrock Partners first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $680K in Q3 2025. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Postrock Partners held 6,784 shares of iShares Core US Aggregate Bond ETF worth $671K as of Q2 2026.
  • Postrock Partners left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.27% of Postrock Partners's portfolio in Q2 2026, its #47 holding.
  • Postrock Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Postrock Partners's iShares Core US Aggregate Bond ETF position peaked at $680K in Q3 2025.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Postrock Partners's 13F filing for Q2 2026, filed 24 Jul 2026.