Sharp Financial Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sharp Financial Services's AGG Position: Q2 2026 in Review

Sharp Financial Services increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.5% in Q2 2026, buying an estimated $800K and bringing the position to 154,625 shares worth $15.3M. The position accounts for 7.09% of the portfolio, ranked #2.

Sharp Financial Services first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

• Sharp Financial Services held 154,625 shares of iShares Core US Aggregate Bond ETF worth $15.3M as of Q2 2026.
• Sharp Financial Services bought 8,081 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $800K.
• iShares Core US Aggregate Bond ETF made up 7.09% of Sharp Financial Services's portfolio in Q2 2026, its #2 holding.
• Sharp Financial Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
• 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.