Sharper & Granite’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sharper & Granite’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	$6.2M	Buy	62,648 +1,523	+2%	+$151K	1.92%	20
2026 Q1	$6.07M	Buy	61,125 +3,528	+6%	+$353K	2.07%	17
2025 Q4	$5.75M	Buy	57,597 +8,059	+16%	+$809K	2.03%	20
2025 Q3	$4.97M	Buy	49,538 +3,588	+8%	+$356K	1.78%	23
2025 Q2	$4.53M	Buy	45,950 +2,322	+5%	+$228K	1.72%	23
2025 Q1	$4.32M	Buy	43,628 +2,948	+7%	+$288K	1.78%	21
2024 Q4	$3.94M	Sell	40,680 -3,370	-8%	-$332K	1.74%	22
2024 Q3	$4.46M	Buy	44,050 +1,387	+3%	+$138K	1.99%	19
2024 Q2	$4.14M	Sell	42,663 -4,239	-9%	-$409K	1.98%	19
2024 Q1	$4.53M	Buy	46,902 +2,945	+7%	+$288K	2.19%	17
2023 Q4	$4.36M	Buy	43,957 +442	+1%	+$42.1K	2.26%	15
2023 Q3	$4.09M	Buy	43,515 +1,755	+4%	+$169K	2.38%	14
2023 Q2	$4.09M	Buy	41,760 +1,990	+5%	+$197K	2.36%	15
2023 Q1	$3.96M	Buy	39,770 +11,115	+39%	+$1.1M	2.38%	13
2022 Q4	$2.78M	Buy	+28,655	New	+$2.77M	1.85%	17

Other funds holding AGG

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Sharper & Granite's AGG Position: Q2 2026 in Review

Sharper & Granite increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2.5% in Q2 2026, buying an estimated $151K and bringing the position to 62,648 shares worth $6.2M. The position accounts for 1.92% of the portfolio, ranked #20.

Sharper & Granite first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Sharper & Granite held 62,648 shares of iShares Core US Aggregate Bond ETF worth $6.2M as of Q2 2026.
Sharper & Granite bought 1,523 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $151K.
iShares Core US Aggregate Bond ETF made up 1.92% of Sharper & Granite's portfolio in Q2 2026, its #20 holding.
Sharper & Granite first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Sharper & Granite's 13F filing for Q2 2026, filed 16 Jul 2026.