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Presidio Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Presidio Capital Management’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 		$1.57M Buy
15,871
+3,448
+28% +$341K 0.39% 21
2026
Q1 		$1.23M Buy
12,423
+941
+8% +$94.1K 0.36% 25
2025
Q4 		$1.15M Sell
11,482
-1,983
-15% -$199K 0.34% 26
2025
Q3 		$1.35M Sell
13,465
-484
-3% -$48K 0.47% 21
2025
Q2 		$1.38M Sell
13,949
-280
-2% -$27.4K 0.53% 18
2025
Q1 		$1.41M Sell
14,229
-2,176
-13% -$213K 0.57% 17
2024
Q4 		$1.59M Buy
16,405
+6,505
+66% +$641K 0.85% 13
2024
Q3 		$1M Sell
9,900
-2,763
-22% -$276K 0.64% 22
2024
Q2 		$1.23M Buy
+12,663
New +$1.22M 0.86% 18
2022
Q4 		– Sell
-128,759
Closed -$12.4M – 36
2022
Q3 		$12.4M Buy
128,759
+5,721
+5% +$579K 13.31% 4
2022
Q2 		$12.5M Buy
123,038
+15,661
+15% +$1.61M 13.43% 5
2022
Q1 		$11.5M Buy
107,377
+34,727
+48% +$3.82M 9.97% 5
2021
Q4 		$8.29M Buy
+72,650
New +$8.31M 7.11% 6

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
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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Presidio Capital Management's AGG Position: Q2 2026 in Review

Presidio Capital Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 28% in Q2 2026, buying an estimated $341K and bringing the position to 15,871 shares worth $1.57M. The position accounts for 0.39% of the portfolio, ranked #21.

Presidio Capital Management first reported a position in AGG in Q4 2021 and has held it in 13 quarters since. The position peaked at $12.5M in Q2 2022. 714 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Presidio Capital Management held 15,871 shares of iShares Core US Aggregate Bond ETF worth $1.57M as of Q2 2026.
  • Presidio Capital Management bought 3,448 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $341K.
  • iShares Core US Aggregate Bond ETF made up 0.39% of Presidio Capital Management's portfolio in Q2 2026, its #21 holding.
  • Presidio Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 13 quarters since.
  • Presidio Capital Management's iShares Core US Aggregate Bond ETF position peaked at $12.5M in Q2 2022.
  • 714 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Presidio Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.