SHJ
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Sharkey, Howes & Javer’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sharkey, Howes & Javer’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 		$560K Sell
5,662
-167
-3% -$16.5K 0.07% 108
2026
Q1 		$579K Sell
5,829
-2,665
-31% -$267K 0.08% 105
2025
Q4 		$848K Sell
8,494
-1,768
-17% -$177K 0.11% 85
2025
Q3 		$1.03M Sell
10,262
-392
-4% -$38.9K 0.13% 84
2025
Q2 		$1.06M Sell
10,654
-29,233
-73% -$2.86M 0.14% 90
2025
Q1 		$3.95M Sell
39,887
-69,266
-63% -$6.77M 0.56% 37
2024
Q4 		$10.6M Buy
109,153
+106,957
+4,871% +$10.5M 1.49% 16
2024
Q3 		$222K Sell
2,196
-926
-30% -$92.4K 0.03% 138
2024
Q2 		$303K Sell
3,122
-278
-8% -$26.8K 0.05% 98
2024
Q1 		$333K Buy
3,400
+347
+11% +$34K 0.05% 97
2023
Q4 		$303K Buy
+3,053
New +$291K 0.05% 91
2022
Q4 		– Sell
-2,171
Closed -$209K – 96
2022
Q3 		$209K Sell
2,171
-4,075
-65% -$412K 0.05% 103
2022
Q2 		$635K Sell
6,246
-2,450
-28% -$252K 0.15% 54
2022
Q1 		$931K Sell
8,696
-8,125
-48% -$894K 0.21% 48
2021
Q4 		$1.92M Sell
16,821
-41,056
-71% -$4.7M 0.43% 36
2021
Q3 		$6.65M Sell
57,877
-1,302
-2% -$151K 1.72% 18
2021
Q2 		$6.83M Sell
59,179
-16,450
-22% -$1.88M 1.81% 16
2021
Q1 		$8.61M Sell
75,629
-5,419
-7% -$627K 2.69% 13
2020
Q4 		$9.58M Buy
81,048
+700
+0.9% +$82.5K 3.2% 10
2020
Q3 		$9.49M Buy
80,348
+3,561
+5% +$422K 3.61% 9
2020
Q2 		$9.08M Buy
76,787
+6,068
+9% +$710K 4.01% 7
2020
Q1 		$8.16M Buy
70,719
+2,534
+4% +$289K 4.25% 5
2019
Q4 		$7.66M Sell
68,185
-2,997
-4% -$338K 3.24% 10
2019
Q3 		$8.06M Buy
+71,182
New +$8M 3.47% 8
2016
Q3 		– Sell
-138
Closed -$16K – 234
2016
Q2 		$16K Buy
+138
New +$15.3K 0.01% 147

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

Sharkey, Howes & Javer's AGG Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.9% in Q2 2026, selling an estimated $16.5K and leaving 5,662 shares worth $560K. The position accounts for 0.07% of the portfolio, ranked #108.

Sharkey, Howes & Javer first reported a position in AGG in Q2 2016 and has held it in 25 quarters since. The position peaked at $10.6M in Q4 2024. 545 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Sharkey, Howes & Javer held 5,662 shares of iShares Core US Aggregate Bond ETF worth $560K as of Q2 2026.
  • Sharkey, Howes & Javer sold 167 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $16.5K.
  • iShares Core US Aggregate Bond ETF made up 0.07% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #108 holding.
  • Sharkey, Howes & Javer first reported a position in iShares Core US Aggregate Bond ETF in Q2 2016 and has held it in 25 quarters since.
  • Sharkey, Howes & Javer's iShares Core US Aggregate Bond ETF position peaked at $10.6M in Q4 2024.
  • 545 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.