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Rinkey Investments’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Rinkey Investments’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 		$901K Buy
9,106
+38
+0.4% +$3.76K 0.21% 54
2026
Q1 		$900K Sell
9,068
-883
-9% -$88.3K 0.23% 52
2025
Q4 		$994K Buy
9,951
+70
+0.7% +$7.02K 0.25% 53
2025
Q3 		$991K Sell
9,881
-303
-3% -$30.1K 0.26% 50
2025
Q2 		$1.01M Buy
10,184
+198
+2% +$19.4K 0.3% 48
2025
Q1 		$988K Buy
9,986
+1,399
+16% +$137K 0.31% 41
2024
Q4 		$832K Buy
8,587
+82
+1% +$8.08K 0.27% 45
2024
Q3 		$861K Sell
8,505
-446
-5% -$44.5K 0.28% 39
2024
Q2 		$869K Sell
8,951
-10,509
-54% -$1.01M 0.31% 35
2024
Q1 		$1.91M Buy
19,460
+3,370
+21% +$330K 0.69% 23
2023
Q4 		$1.6M Buy
16,090
+11,264
+233% +$1.07M 0.63% 25
2023
Q3 		$454K Sell
4,826
-1,162
-19% -$112K 0.21% 30
2023
Q2 		$587K Buy
5,988
+3,067
+105% +$303K 0.27% 29
2023
Q1 		$291K Buy
2,921
+19
+0.7% +$1.88K 0.15% 42
2022
Q4 		$281K Sell
2,902
-8,073
-74% -$781K 0.17% 40
2022
Q3 		$1.06M Hold
10,975
– – 0.8% 19
2022
Q2 		$1.14M Sell
10,975
-1,023
-9% -$105K 1.01% 17
2022
Q1 		$1.23M Sell
11,998
-176
-1% -$19.4K 1.21% 17
2021
Q4 		$1.37M Buy
+12,174
New +$1.39M 1.26% 17

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rinkey Investments's AGG Position: Q2 2026 in Review

Rinkey Investments increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.42% in Q2 2026, buying an estimated $3.76K and bringing the position to 9,106 shares worth $901K. The position accounts for 0.21% of the portfolio, ranked #54.

Rinkey Investments first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.91M in Q1 2024. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Rinkey Investments held 9,106 shares of iShares Core US Aggregate Bond ETF worth $901K as of Q2 2026.
  • Rinkey Investments bought 38 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $3.76K.
  • iShares Core US Aggregate Bond ETF made up 0.21% of Rinkey Investments's portfolio in Q2 2026, its #54 holding.
  • Rinkey Investments first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Rinkey Investments's iShares Core US Aggregate Bond ETF position peaked at $1.91M in Q1 2024.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Rinkey Investments's 13F filing for Q2 2026, filed 20 Jul 2026.