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Sage Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sage Financial Group’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 		$1.24M Buy
12,484
+284
+2% +$28.1K 0.07% 56
2026
Q1 		$1.21M Buy
12,200
+3,189
+35% +$319K 0.08% 50
2025
Q4 		$900K Buy
9,011
+90
+1% +$9.03K 0.06% 56
2025
Q3 		$894K Buy
8,921
+254
+3% +$25.2K 0.06% 54
2025
Q2 		$860K Sell
8,667
-8,019
-48% -$786K 0.06% 52
2025
Q1 		$1.65M Buy
16,686
+208
+1% +$20.3K 0.13% 43
2024
Q4 		$1.6M Buy
16,478
+700
+4% +$68.9K 0.13% 45
2024
Q3 		$1.6M Buy
15,778
+1,163
+8% +$116K 0.13% 47
2024
Q2 		$1.42M Buy
14,615
+2,612
+22% +$252K 0.12% 47
2024
Q1 		$1.18M Sell
12,003
-31
-0.3% -$3.03K 0.11% 48
2023
Q4 		$1.19M Buy
12,034
+5,744
+91% +$547K 0.12% 48
2023
Q3 		$592K Sell
6,290
-4,632
-42% -$446K 0.07% 55
2023
Q2 		$1.07M Buy
10,922
+4,445
+69% +$439K 0.11% 46
2023
Q1 		$645K Buy
6,477
+1,515
+31% +$150K 0.07% 52
2022
Q4 		$481K Buy
+4,962
New +$480K 0.06% 61
2022
Q3 		– Sell
-5,042
Closed -$513K – 89
2022
Q2 		$513K Buy
+5,042
New +$518K 0.07% 56

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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Sage Financial Group's AGG Position: Q2 2026 in Review

Sage Financial Group increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.3% in Q2 2026, buying an estimated $28.1K and bringing the position to 12,484 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #56.

Sage Financial Group first reported a position in AGG in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.65M in Q1 2025. 511 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Sage Financial Group held 12,484 shares of iShares Core US Aggregate Bond ETF worth $1.24M as of Q2 2026.
  • Sage Financial Group bought 284 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $28.1K.
  • iShares Core US Aggregate Bond ETF made up 0.07% of Sage Financial Group's portfolio in Q2 2026, its #56 holding.
  • Sage Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Sage Financial Group's iShares Core US Aggregate Bond ETF position peaked at $1.65M in Q1 2025.
  • 511 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.