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Shaker Investments’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Shaker Investments’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 		$483K Buy
+4,881
New +$483K 0.17% 68

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Shaker Investments's AGG Position: Q2 2026 in Review

Shaker Investments opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 4,881 shares worth $483K. The stake represents 0.17% of the portfolio and ranks #68 among its holdings.

723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Shaker Investments held 4,881 shares of iShares Core US Aggregate Bond ETF worth $483K as of Q2 2026.
  • iShares Core US Aggregate Bond ETF was a new Shaker Investments position in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.17% of Shaker Investments's portfolio in Q2 2026, its #68 holding.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Shaker Investments's 13F filing for Q2 2026, filed 15 Jul 2026.