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Silverleafe Capital Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Silverleafe Capital 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 		$341K Sell
3,445
-3
-0.1% -$297 0.09% 78
2026
Q1 		$342K Sell
3,448
-145,319
-98% -$14.5M 0.1% 73
2025
Q4 		$14.9M Sell
148,767
-2,992
-2% -$300K 4.41% 7
2025
Q3 		$15.2M Buy
151,759
+51
+0% +$5.06K 4.65% 7
2025
Q2 		$15M Sell
151,708
-4,685
-3% -$459K 5.24% 6
2025
Q1 		$15.5M Buy
156,393
+2,063
+1% +$202K 5.32% 5
2024
Q4 		$15M Buy
154,330
+39,307
+34% +$3.87M 4.75% 8
2024
Q3 		$11.6M Buy
115,023
+224
+0.2% +$22.3K 4.04% 8
2024
Q2 		$11.1M Buy
114,799
+2,808
+3% +$271K 3.82% 8
2024
Q1 		$11M Sell
111,991
-392
-0.3% -$38.4K 4.39% 7
2023
Q4 		$11.2M Sell
112,383
-896
-0.8% -$85.3K 5.27% 6
2023
Q3 		$10.7M Sell
113,279
-2,492
-2% -$240K 5.44% 6
2023
Q2 		$11.3M Buy
115,771
+492
+0.4% +$48.6K 7.04% 5
2023
Q1 		$11.5M Sell
115,279
-2,845
-2% -$281K 7.4% 5
2022
Q4 		$11.5M Buy
+118,124
New +$11.4M 7.56% 3
2022
Q3 		– Sell
-119,914
Closed -$12.2M – 63
2022
Q2 		$12.2M Buy
+119,914
New +$12.3M 7.26% 3
2022
Q1 		– Sell
-47,962
Closed -$5.47M – 75
2021
Q4 		$5.47M Sell
47,962
-3,369
-7% -$385K 1.96% 19
2021
Q3 		$5.89M Buy
51,331
+180
+0.4% +$20.9K 2.31% 14
2021
Q2 		$5.9M Sell
51,151
-3,426
-6% -$393K 2.27% 13
2021
Q1 		$6.21M Sell
54,577
-19,470
-26% -$2.25M 2.53% 10
2020
Q4 		$8.75M Sell
74,047
-435
-0.6% -$51.2K 3.98% 6
2020
Q3 		$8.79M Buy
74,482
+1,877
+3% +$223K 4.47% 6
2020
Q2 		$8.58M Buy
72,605
+2,621
+4% +$307K 5.87% 3
2020
Q1 		$8.07M Sell
69,984
-52,775
-43% -$6.01M 9.64% 2
2019
Q4 		$13.8M Sell
122,759
-1,460
-1% -$165K 7.78% 2
2019
Q3 		$14.1M Buy
124,219
+169
+0.1% +$19K 9.27% 2
2019
Q2 		$13.8M Buy
124,050
+933
+0.8% +$102K 8.3% 3
2019
Q1 		$13.4M Buy
123,117
+2,071
+2% +$222K 7.96% 3
2018
Q4 		$12.9M Buy
121,046
+987
+0.8% +$104K 8.84% 2
2018
Q3 		$12.7M Buy
120,059
+5,005
+4% +$531K 7.72% 4
2018
Q2 		$12.2M Buy
115,054
+4,757
+4% +$504K 7.66% 4
2018
Q1 		$11.8M Buy
110,297
+5,035
+5% +$541K 7.84% 4
2017
Q4 		$11.5M Buy
+105,262
New +$11.5M 7.72% 4

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
R
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
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Silverleafe Capital Partners's AGG Position: Q2 2026 in Review

Silverleafe Capital Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.09% in Q2 2026, selling an estimated $297 and leaving 3,445 shares worth $341K. The position accounts for 0.09% of the portfolio, ranked #78.

Silverleafe Capital Partners first reported a position in AGG in Q4 2017 and has held it in 33 quarters since. The position peaked at $15.5M in Q1 2025. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Silverleafe Capital Partners held 3,445 shares of iShares Core US Aggregate Bond ETF worth $341K as of Q2 2026.
  • Silverleafe Capital Partners sold 3 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $297.
  • iShares Core US Aggregate Bond ETF made up 0.09% of Silverleafe Capital Partners's portfolio in Q2 2026, its #78 holding.
  • Silverleafe Capital Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 33 quarters since.
  • Silverleafe Capital Partners's iShares Core US Aggregate Bond ETF position peaked at $15.5M in Q1 2025.
  • 406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Silverleafe Capital Partners's 13F filing for Q2 2026, filed 2 Jul 2026.