Sincerus Advisory’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sincerus Advisory’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	$5.55M	Buy	56,089 +7,219	+15%	+$714K	3.77%	5
2026 Q1	$4.85M	Buy	48,870 +10,431	+27%	+$1.04M	3.68%	5
2025 Q4	$3.84M	Buy	38,439 +2,533	+7%	+$254K	3.09%	8
2025 Q3	$3.6M	Buy	35,906 +4,097	+13%	+$406K	3.08%	7
2025 Q2	$3.13M	Buy	31,809 +1,052	+3%	+$103K	2.94%	7
2025 Q1	$3.04M	Buy	30,757 +701	+2%	+$68.5K	3.21%	7
2024 Q4	$2.91M	Buy	+30,056	New	+$2.96M	3.12%	7

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Sincerus Advisory's AGG Position: Q2 2026 in Review

Sincerus Advisory increased its iShares Core US Aggregate Bond ETF (AGG) stake by 15% in Q2 2026, buying an estimated $714K and bringing the position to 56,089 shares worth $5.55M. The position accounts for 3.77% of the portfolio, ranked #5.

Sincerus Advisory first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. 574 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Sincerus Advisory held 56,089 shares of iShares Core US Aggregate Bond ETF worth $5.55M as of Q2 2026.
Sincerus Advisory bought 7,219 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $714K.
iShares Core US Aggregate Bond ETF made up 3.77% of Sincerus Advisory's portfolio in Q2 2026, its #5 holding.
Sincerus Advisory first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
574 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.