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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return