Register Financial 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	$2.35M	Buy	23,741 +200	+0.8%	+$19.8K	0.72%	38
2026 Q1	$2.34M	Buy	23,541 +1,573	+7%	+$157K	0.86%	30
2025 Q4	$2.19M	Buy	21,968 +3,097	+16%	+$311K	0.85%	29
2025 Q3	$1.89M	Buy	18,871 +1,670	+10%	+$166K	0.74%	38
2025 Q2	$1.71M	Buy	17,201 +1,488	+9%	+$146K	0.75%	39
2025 Q1	$1.55M	Buy	15,713 +3,186	+25%	+$311K	0.81%	33
2024 Q4	$1.21M	Buy	12,527 +1,365	+12%	+$134K	0.61%	49
2024 Q3	$1.13M	Buy	11,162 +935	+9%	+$93.3K	0.58%	50
2024 Q2	$993K	Buy	10,227 +1,119	+12%	+$108K	0.5%	52
2024 Q1	$892K	Buy	9,108 +630	+7%	+$61.7K	0.46%	56
2023 Q4	$841K	Buy	8,478 +1,633	+24%	+$155K	0.56%	50
2023 Q3	$644K	Buy	6,845 +493	+8%	+$47.5K	0.47%	59
2023 Q2	$622K	Buy	6,352 +556	+10%	+$55K	0.44%	62
2023 Q1	$577K	Buy	5,796 +960	+20%	+$94.9K	0.45%	59
2022 Q4	$469K	Buy	+4,836	New	+$468K	0.3%	83

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Register Financial Advisors's AGG Position: Q2 2026 in Review

Register Financial Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.85% in Q2 2026, buying an estimated $19.8K and bringing the position to 23,741 shares worth $2.35M. The position accounts for 0.72% of the portfolio, ranked #38.

Register Financial Advisors first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Register Financial Advisors held 23,741 shares of iShares Core US Aggregate Bond ETF worth $2.35M as of Q2 2026.
Register Financial Advisors bought 200 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $19.8K.
iShares Core US Aggregate Bond ETF made up 0.72% of Register Financial Advisors's portfolio in Q2 2026, its #38 holding.
Register Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.