Sincerus Advisory’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
Other funds holding AGG
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. 2,089 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.
- 2,089 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.