RDA Financial Network’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

RDA Financial Network’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	$306K	Buy	+3,089	New	+$306K	0.07%	219
2023 Q4	–	Sell	-4,503	Closed	-$423K	–	228
2023 Q3	$423K	Buy	+4,503	New	+$434K	0.18%	124
2020 Q1	–	Sell	-2,140	Closed	-$245K	–	193
2019 Q4	$245K	Sell	2,140 -140	-6%	-$15.8K	0.1%	209
2019 Q3	$257K	Buy	+2,280	New	+$256K	0.11%	188

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RDA Financial Network's AGG Position: Q2 2026 in Review

RDA Financial Network opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 3,089 shares worth $306K. The stake represents 0.07% of the portfolio and ranks #219 among its holdings. This is a return to the name: RDA Financial Network previously reported a position in AGG as recently as Q3 2023.

RDA Financial Network first reported a position in AGG in Q3 2019 and has held it in 4 quarters since. The position peaked at $423K in Q3 2023. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

RDA Financial Network held 3,089 shares of iShares Core US Aggregate Bond ETF worth $306K as of Q2 2026.
iShares Core US Aggregate Bond ETF was a new RDA Financial Network position in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.07% of RDA Financial Network's portfolio in Q2 2026, its #219 holding.
RDA Financial Network first reported a position in iShares Core US Aggregate Bond ETF in Q3 2019 and has held it in 4 quarters since.
RDA Financial Network's iShares Core US Aggregate Bond ETF position peaked at $423K in Q3 2023.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.