Selective Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Selective Wealth Management’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	$494K	Sell	5,029 -123	-2%	-$12.2K	0.13%	82
2026 Q1	$510K	Buy	+5,152	New	+$515K	0.15%	76
2022 Q4	–	Sell	-282	Closed	-$27K	–	144
2022 Q3	$27K	Hold	282	–	–	0.01%	379
2022 Q2	$29K	Buy	+282	New	+$29K	0.01%	408
2021 Q4	–	Sell	-32	Closed	-$4K	–	659
2021 Q3	$4K	Buy	+32	New	+$3.71K	﹤0.01%	504
2021 Q1	–	Sell	-266	Closed	-$31K	–	387
2020 Q4	$31K	Buy	+266	New	+$31.3K	0.02%	142

Other funds holding AGG

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

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

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

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

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Selective Wealth Management's AGG Position: Q2 2026 in Review

Selective Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.4% in Q2 2026, selling an estimated $12.2K and leaving 5,029 shares worth $494K. The position accounts for 0.13% of the portfolio, ranked #82.

Selective Wealth Management first reported a position in AGG in Q4 2020 and has held it in 6 quarters since. The position peaked at $510K in Q1 2026. 992 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Selective Wealth Management held 5,029 shares of iShares Core US Aggregate Bond ETF worth $494K as of Q2 2026.
Selective Wealth Management sold 123 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $12.2K.
iShares Core US Aggregate Bond ETF made up 0.13% of Selective Wealth Management's portfolio in Q2 2026, its #82 holding.
Selective Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 6 quarters since.
Selective Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $510K in Q1 2026.
992 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.