Smith Thornton Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Smith Thornton Advisors’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	$960K	Sell	9,822 -47	-0.5%	-$4.65K	0.42%	59
2026 Q1	$980K	Sell	9,869 -27	-0.3%	-$2.7K	0.49%	53
2025 Q4	$988K	Sell	9,896 -35	-0.4%	-$3.51K	0.5%	53
2025 Q3	$996K	Buy	9,931 +45	+0.5%	+$4.46K	0.52%	53
2025 Q2	$981K	Sell	9,886 -50	-0.5%	-$4.9K	0.56%	50
2025 Q1	$983K	Sell	9,936 -19,581	-66%	-$1.91M	0.61%	48
2024 Q4	$2.86M	Sell	29,517 -1,259	-4%	-$124K	1.81%	13
2024 Q3	$3.12M	Buy	30,776 +1,708	+6%	+$170K	2.05%	10
2024 Q2	$2.82M	Buy	+29,068	New	+$2.81M	2.08%	11

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Smith Thornton Advisors's AGG Position: Q2 2026 in Review

Smith Thornton Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.48% in Q2 2026, selling an estimated $4.65K and leaving 9,822 shares worth $960K. The position accounts for 0.42% of the portfolio, ranked #59.

Smith Thornton Advisors first reported a position in AGG in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.12M in Q3 2024. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Smith Thornton Advisors held 9,822 shares of iShares Core US Aggregate Bond ETF worth $960K as of Q2 2026.
Smith Thornton Advisors sold 47 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $4.65K.
iShares Core US Aggregate Bond ETF made up 0.42% of Smith Thornton Advisors's portfolio in Q2 2026, its #59 holding.
Smith Thornton Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Smith Thornton Advisors's iShares Core US Aggregate Bond ETF position peaked at $3.12M in Q3 2024.
723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.