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Sellwood Investment Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sellwood Investment 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 		$7.22M Buy
72,941
+3,079
+4% +$305K 2.55% 12
2026
Q1 		$6.94M Sell
69,862
-4,534
-6% -$454K 2.73% 11
2025
Q4 		$7.43M Buy
74,396
+19,576
+36% +$1.96M 2.9% 11
2025
Q3 		$5.5M Buy
+54,820
New +$5.44M 2.19% 12

Other funds holding AGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CI
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

Sellwood Investment Partners's AGG Position: Q2 2026 in Review

Sellwood Investment Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.4% in Q2 2026, buying an estimated $305K and bringing the position to 72,941 shares worth $7.22M. The position accounts for 2.55% of the portfolio, ranked #12.

Sellwood Investment Partners first reported a position in AGG in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.43M in Q4 2025. 1,116 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Sellwood Investment Partners held 72,941 shares of iShares Core US Aggregate Bond ETF worth $7.22M as of Q2 2026.
  • Sellwood Investment Partners bought 3,079 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $305K.
  • iShares Core US Aggregate Bond ETF made up 2.55% of Sellwood Investment Partners's portfolio in Q2 2026, its #12 holding.
  • Sellwood Investment Partners first reported a position in iShares Core US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Sellwood Investment Partners's iShares Core US Aggregate Bond ETF position peaked at $7.43M in Q4 2025.
  • 1,116 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.