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Reyes Financial Architecture’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Reyes Financial Architecture’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 		$291K Sell
2,944
-6,428
-69% -$636K 0.16% 65
2026
Q1 		$930K Buy
9,372
+579
+7% +$57.9K 0.76% 21
2025
Q4 		$878K Hold
8,793
– – 0.54% 24
2025
Q3 		$881K Hold
8,793
– – 0.6% 25
2025
Q2 		$872K Sell
8,793
-35,961
-80% -$3.52M 0.75% 20
2025
Q1 		$4.43M Buy
44,754
+35,961
+409% +$3.52M 3.26% 9
2024
Q4 		$852K Buy
+8,793
New +$866K 0.67% 24

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
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
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

Reyes Financial Architecture's AGG Position: Q2 2026 in Review

Reyes Financial Architecture reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 69% in Q2 2026, selling an estimated $636K and leaving 2,944 shares worth $291K. The position accounts for 0.16% of the portfolio, ranked #65.

Reyes Financial Architecture first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.43M in Q1 2025. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Reyes Financial Architecture held 2,944 shares of iShares Core US Aggregate Bond ETF worth $291K as of Q2 2026.
  • Reyes Financial Architecture sold 6,428 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $636K.
  • iShares Core US Aggregate Bond ETF made up 0.16% of Reyes Financial Architecture's portfolio in Q2 2026, its #65 holding.
  • Reyes Financial Architecture first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Reyes Financial Architecture's iShares Core US Aggregate Bond ETF position peaked at $4.43M in Q1 2025.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Reyes Financial Architecture's 13F filing for Q2 2026, filed 17 Jul 2026.