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

SageGuard 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	$218K	Sell	2,205 -78	-3%	-$7.72K	0.03%	197
2026 Q1	$227K	Sell	2,283 -298	-12%	-$29.8K	0.04%	178
2025 Q4	$258K	Buy	+2,581	New	+$259K	0.04%	153
2021 Q3	–	Sell	-5,383	Closed	-$621K	–	19
2021 Q2	$621K	Sell	5,383 -496	-8%	-$56.8K	0.28%	65
2021 Q1	$668K	Buy	5,879 +465	+9%	+$53.8K	0.31%	62
2020 Q4	$635K	Buy	+5,414	New	+$638K	0.31%	63

Other funds holding AGG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

SageGuard Financial Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3.4% in Q2 2026, selling an estimated $7.72K and leaving 2,205 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #197.

SageGuard Financial Group first reported a position in AGG in Q4 2020 and has held it in 6 quarters since. The position peaked at $668K in Q1 2021. 1,445 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

SageGuard Financial Group held 2,205 shares of iShares Core US Aggregate Bond ETF worth $218K as of Q2 2026.
SageGuard Financial Group sold 78 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $7.72K.
iShares Core US Aggregate Bond ETF made up 0.03% of SageGuard Financial Group's portfolio in Q2 2026, its #197 holding.
SageGuard Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's iShares Core US Aggregate Bond ETF position peaked at $668K in Q1 2021.
1,445 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.