Ritter Daniher Financial Advisory’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Ritter Daniher Financial Advisory’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	$128K	Hold	1,290	–	–	0.02%	202
2026 Q1	$128K	Hold	1,290	–	–	0.02%	199
2025 Q4	$129K	Hold	1,290	–	–	0.02%	197
2025 Q3	$129K	Hold	1,290	–	–	0.02%	180
2025 Q2	$128K	Hold	1,290	–	–	0.03%	113
2025 Q1	$128K	Hold	1,290	–	–	0.03%	110
2024 Q4	$125K	Hold	1,290	–	–	0.04%	105
2024 Q3	$131K	Hold	1,290	–	–	0.04%	103
2024 Q2	$125K	Buy	1,290 +15	+1%	+$1.45K	0.04%	101
2024 Q1	$125K	Hold	1,275	–	–	0.04%	102
2023 Q4	$127K	Sell	1,275 -571	-31%	-$54.3K	0.05%	100
2023 Q3	$174K	Buy	1,846 +566	+44%	+$54.5K	0.07%	73
2023 Q2	$125K	Buy	1,280 +5	+0.4%	+$494	0.05%	89
2023 Q1	$127K	Hold	1,275	–	–	0.06%	84
2022 Q4	$124K	Hold	1,275	–	–	0.06%	90
2022 Q3	$123K	Hold	1,275	–	–	0.09%	78
2022 Q2	$130K	Sell	1,275 -563	-31%	-$57.9K	0.09%	75
2022 Q1	$197K	Buy	1,838 +563	+44%	+$62K	0.14%	57
2021 Q4	$145K	Hold	1,275	–	–	0.1%	71
2021 Q3	$146K	Hold	1,275	–	–	0.11%	65
2021 Q2	$147K	Buy	1,275 +415	+48%	+$47.5K	0.11%	62
2021 Q1	$98K	Hold	860	–	–	0.08%	72
2020 Q4	$102K	Buy	+860	New	+$101K	0.09%	69

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ritter Daniher Financial Advisory's AGG Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 1,290 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #202.

Ritter Daniher Financial Advisory first reported a position in AGG in Q4 2020 and has held it in 23 quarters since. The position peaked at $197K in Q1 2022. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Ritter Daniher Financial Advisory held 1,290 shares of iShares Core US Aggregate Bond ETF worth $128K as of Q2 2026.
Ritter Daniher Financial Advisory left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.02% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #202 holding.
Ritter Daniher Financial Advisory first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's iShares Core US Aggregate Bond ETF position peaked at $197K in Q1 2022.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.