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Roger Wittlin Investment Advisory’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Roger Wittlin Investment 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 		$511K Buy
5,163
+52
+1% +$5.14K 0.4% 31
2026
Q1 		$507K Sell
5,111
-1,378
-21% -$138K 0.42% 31
2025
Q4 		$648K Sell
6,489
-91
-1% -$9.13K 0.45% 28
2025
Q3 		$660K Buy
6,580
+64
+1% +$6.35K 0.37% 29
2025
Q2 		$646K Buy
6,516
+1,551
+31% +$152K 0.36% 28
2025
Q1 		$491K Buy
4,965
+23
+0.5% +$2.25K 0.29% 31
2024
Q4 		$479K Sell
4,942
-4,016
-45% -$396K 0.27% 31
2024
Q3 		$907K Sell
8,958
-3,954
-31% -$394K 0.52% 27
2024
Q2 		$1.25M Buy
12,912
+9,624
+293% +$929K 0.8% 22
2024
Q1 		$322K Buy
3,288
+19
+0.6% +$1.86K 0.23% 34
2023
Q4 		$324K Buy
3,269
+37
+1% +$3.52K 0.24% 35
2023
Q3 		$304K Buy
3,232
+25
+0.8% +$2.41K 0.26% 35
2023
Q2 		$314K Buy
3,207
+25
+0.8% +$2.47K 0.25% 38
2023
Q1 		$317K Buy
3,182
+15
+0.5% +$1.48K 0.28% 38
2022
Q4 		$307K Buy
3,167
+29
+0.9% +$2.81K 0.31% 38
2022
Q3 		$302K Buy
+3,138
New +$317K 8.21% 5

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

Roger Wittlin Investment Advisory's AGG Position: Q2 2026 in Review

Roger Wittlin Investment Advisory increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1% in Q2 2026, buying an estimated $5.14K and bringing the position to 5,163 shares worth $511K. The position accounts for 0.4% of the portfolio, ranked #31.

Roger Wittlin Investment Advisory first reported a position in AGG in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.25M in Q2 2024. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Roger Wittlin Investment Advisory held 5,163 shares of iShares Core US Aggregate Bond ETF worth $511K as of Q2 2026.
  • Roger Wittlin Investment Advisory bought 52 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $5.14K.
  • iShares Core US Aggregate Bond ETF made up 0.4% of Roger Wittlin Investment Advisory's portfolio in Q2 2026, its #31 holding.
  • Roger Wittlin Investment Advisory first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Roger Wittlin Investment Advisory's iShares Core US Aggregate Bond ETF position peaked at $1.25M in Q2 2024.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.