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Riverbend Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Riverbend Wealth Management’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 		$317K Hold
3,198
– – 0.16% 143
2026
Q1 		$317K Buy
3,198
+1
+0% +$100 0.18% 126
2025
Q4 		$319K Hold
3,197
– – 0.2% 117
2025
Q3 		$320K Hold
3,197
– – 0.22% 104
2025
Q2 		$317K Buy
+3,197
New +$313K 0.24% 101

Other funds holding AGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Riverbend Wealth Management's AGG Position: Q2 2026 in Review

Riverbend Wealth Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 3,198 shares worth $317K. The position accounts for 0.16% of the portfolio, ranked #143.

Riverbend Wealth Management first reported a position in AGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $320K in Q3 2025. 1,076 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Riverbend Wealth Management held 3,198 shares of iShares Core US Aggregate Bond ETF worth $317K as of Q2 2026.
  • Riverbend Wealth Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.16% of Riverbend Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Riverbend Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Riverbend Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $320K in Q3 2025.
  • 1,076 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.