Root Financial Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Root Financial Partners’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	$475K	Buy	4,796 +3,064	+177%	+$303K	0.02%	202
2026 Q1	$172K	Buy	1,732 +1,692	+4,230%	+$169K	0.01%	370
2025 Q4	$3.94K	Sell	40 -796	-95%	-$79.9K	﹤0.01%	1834
2025 Q3	$83.8K	Buy	+836	New	+$82.9K	0.01%	499
2025 Q2	–	Sell	-2,551	Closed	-$252K	–	254
2025 Q1	$252K	Buy	+2,551	New	+$249K	0.03%	176
2024 Q4	–	Sell	-2,541	Closed	-$257K	–	216
2024 Q3	$257K	Sell	2,541 -763	-23%	-$76.1K	0.04%	132
2024 Q2	$321K	Buy	+3,304	New	+$319K	0.08%	88

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

Root Financial Partners's AGG Position: Q2 2026 in Review

Root Financial Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 177% in Q2 2026, buying an estimated $303K and bringing the position to 4,796 shares worth $475K. The position accounts for 0.02% of the portfolio, ranked #202.

Root Financial Partners first reported a position in AGG in Q2 2024 and has held it in 7 quarters since. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Root Financial Partners held 4,796 shares of iShares Core US Aggregate Bond ETF worth $475K as of Q2 2026.
Root Financial Partners bought 3,064 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $303K.
iShares Core US Aggregate Bond ETF made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #202 holding.
Root Financial Partners first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 7 quarters since.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.