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Simplicity Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Simplicity Wealth’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 		$8.54M Buy
86,237
+33,128
+62% +$3.28M 0.29% 80
2026
Q1 		$5.27M Buy
53,109
+18,832
+55% +$1.88M 0.3% 78
2025
Q4 		$3.42M Buy
34,277
+1,672
+5% +$168K 0.2% 114
2025
Q3 		$3.27M Sell
32,605
-9,405
-22% -$933K 0.19% 120
2025
Q2 		$4.17M Sell
42,010
-22,826
-35% -$2.24M 0.17% 131
2025
Q1 		$6.41M Buy
64,836
+61,377
+1,774% +$6M 0.5% 38
2024
Q4 		$335K Sell
3,459
-46,386
-93% -$4.57M 0.07% 213
2024
Q3 		$5.05M Buy
49,845
+41,234
+479% +$4.11M 0.47% 50
2024
Q2 		$836K Buy
8,611
+3,100
+56% +$299K 0.02% 583
2024
Q1 		$540K Buy
5,511
+139
+3% +$13.6K 0.01% 705
2023
Q4 		$533K Buy
5,372
+2,129
+66% +$203K 0.21% 91
2023
Q3 		$305K Buy
+3,243
New +$312K 0.18% 65

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Simplicity Wealth's AGG Position: Q2 2026 in Review

Simplicity Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 62% in Q2 2026, buying an estimated $3.28M and bringing the position to 86,237 shares worth $8.54M. The position accounts for 0.29% of the portfolio, ranked #80.

Simplicity Wealth first reported a position in AGG in Q3 2023 and has held it in 12 quarters since. 2,088 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Simplicity Wealth held 86,237 shares of iShares Core US Aggregate Bond ETF worth $8.54M as of Q2 2026.
  • Simplicity Wealth bought 33,128 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $3.28M.
  • iShares Core US Aggregate Bond ETF made up 0.29% of Simplicity Wealth's portfolio in Q2 2026, its #80 holding.
  • Simplicity Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 2,088 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.