Red Reef Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$945K Buy
9,549
+113
+1% +$11.2K 0.87% 41
2026
Q1
$937K Buy
9,436
+779
+9% +$77.9K 0.98% 33
2025
Q4
$865K Buy
+8,657
New +$869K 0.88% 37

Other funds holding AGG

Red Reef Advisors's AGG Position: Q2 2026 in Review

Red Reef Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.2% in Q2 2026, buying an estimated $11.2K and bringing the position to 9,549 shares worth $945K. The position accounts for 0.87% of the portfolio, ranked #41.

Red Reef Advisors first reported a position in AGG in Q4 2025 and has held it in 3 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Red Reef Advisors held 9,549 shares of iShares Core US Aggregate Bond ETF worth $945K as of Q2 2026.
  • Red Reef Advisors bought 113 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $11.2K.
  • iShares Core US Aggregate Bond ETF made up 0.87% of Red Reef Advisors's portfolio in Q2 2026, its #41 holding.
  • Red Reef Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Red Reef Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.