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Putney Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Putney Financial 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 		– Sell
-3,549
Closed -$352K – 81
2026
Q1 		$352K Sell
3,549
-1,298
-27% -$130K 0.35% 51
2025
Q4 		$484K Sell
4,847
-2,980
-38% -$299K 0.45% 36
2025
Q3 		$785K Buy
+7,827
New +$777K 0.78% 25

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

Putney Financial Group's AGG Position: Q2 2026 in Review

Putney Financial Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 3,549 shares — an estimated $352K sold.

Putney Financial Group first reported a position in AGG in Q3 2025 and held it in 3 quarters. The position peaked at $785K in Q3 2025. 649 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Putney Financial Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Putney Financial Group sold 3,549 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $352K.
  • Putney Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q3 2025 and held it in 3 quarters.
  • Putney Financial Group's iShares Core US Aggregate Bond ETF position peaked at $785K in Q3 2025.
  • 649 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Putney Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.