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

Sax Wealth 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 		$6.61M Buy
66,605
+15,842
+31% +$1.57M 0.27% 69
2026
Q1 		$5.07M Hold
50,763
– – 0.25% 70
2025
Q4 		$5.07M Buy
50,763
+36,574
+258% +$3.67M 0.24% 73
2025
Q3 		$1.42M Sell
14,189
-1,643
-10% -$163K 0.08% 140
2025
Q2 		$1.57M Sell
15,832
-601
-4% -$58.9K 0.09% 119
2025
Q1 		$1.63M Buy
16,433
+11,339
+223% +$1.11M 0.12% 99
2024
Q4 		$494K Buy
5,094
+507
+11% +$49.9K 0.04% 193
2024
Q3 		$465K Buy
4,587
+754
+20% +$75.2K 0.04% 167
2024
Q2 		$372K Sell
3,833
-8,541
-69% -$824K 0.04% 180
2024
Q1 		$1.21M Sell
12,374
-9,644
-44% -$944K 0.14% 65
2023
Q4 		$2.19M Sell
22,018
-9,809
-31% -$933K 0.36% 51
2023
Q3 		$2.99M Sell
31,827
-18,264
-36% -$1.76M 0.59% 34
2023
Q2 		$4.91M Buy
50,091
+15,337
+44% +$1.52M 0.98% 26
2023
Q1 		$3.46M Buy
34,754
+3,268
+10% +$323K 0.75% 29
2022
Q4 		$3.05M Sell
31,486
-7,092
-18% -$686K 0.71% 29
2022
Q3 		$3.72M Buy
38,578
+226
+0.6% +$22.9K 0.96% 24
2022
Q2 		$3.9M Sell
38,352
-8,010
-17% -$823K 0.99% 22
2022
Q1 		$4.96M Buy
46,362
+40,996
+764% +$4.51M 1.2% 21
2021
Q4 		$612K Buy
5,366
+3,058
+132% +$350K 0.13% 109
2021
Q3 		$265K Buy
2,308
+4
+0.2% +$464 0.06% 140
2021
Q2 		$266K Buy
2,304
+178
+8% +$20.4K 0.09% 129
2021
Q1 		$242K Buy
2,126
+169
+9% +$19.6K 0.09% 124
2020
Q4 		$231K Buy
+1,957
New +$231K 0.11% 115

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

Sax Wealth Advisors's AGG Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 31% in Q2 2026, buying an estimated $1.57M and bringing the position to 66,605 shares worth $6.61M. The position accounts for 0.27% of the portfolio, ranked #69.

Sax Wealth Advisors first reported a position in AGG in Q4 2020 and has held it in 23 quarters since. 511 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Sax Wealth Advisors held 66,605 shares of iShares Core US Aggregate Bond ETF worth $6.61M as of Q2 2026.
  • Sax Wealth Advisors bought 15,842 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.57M.
  • iShares Core US Aggregate Bond ETF made up 0.27% of Sax Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • Sax Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 511 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.