Rockingstone Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Rockingstone Advisors’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	$346K	Hold	3,500	–	–	0.14%	97
2026 Q1	$347K	Hold	3,500	–	–	0.16%	93
2025 Q4	$350K	Hold	3,500	–	–	0.16%	93
2025 Q3	$351K	Sell	3,500 -500	-13%	-$49.6K	0.17%	90
2025 Q2	$397K	Sell	4,000 -1,350	-25%	-$132K	0.21%	86
2025 Q1	$529K	Hold	5,350	–	–	0.24%	81
2024 Q4	$518K	Buy	+5,350	New	+$527K	0.23%	80

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

Rockingstone Advisors's AGG Position: Q2 2026 in Review

Rockingstone Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 3,500 shares worth $346K. The position accounts for 0.14% of the portfolio, ranked #97.

Rockingstone Advisors first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $529K in Q1 2025. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Rockingstone Advisors held 3,500 shares of iShares Core US Aggregate Bond ETF worth $346K as of Q2 2026.
Rockingstone Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.14% of Rockingstone Advisors's portfolio in Q2 2026, its #97 holding.
Rockingstone Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Rockingstone Advisors's iShares Core US Aggregate Bond ETF position peaked at $529K in Q1 2025.
1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.