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

SOA Wealth 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 		$364K Sell
3,676
-76
-2% -$7.52K 0.06% 152
2026
Q1 		$372K Buy
3,752
+290
+8% +$29K 0.07% 140
2025
Q4 		$346K Sell
3,462
-17
-0.5% -$1.71K 0.06% 154
2025
Q3 		$349K Buy
3,479
+78
+2% +$7.74K 0.06% 152
2025
Q2 		$337K Buy
3,401
+58
+2% +$5.68K 0.06% 151
2025
Q1 		$331K Buy
3,343
+2
+0.1% +$196 0.07% 142
2024
Q4 		$324K Sell
3,341
-479
-13% -$47.2K 0.06% 144
2024
Q3 		$387K Sell
3,820
-77
-2% -$7.68K 0.07% 127
2024
Q2 		$378K Buy
3,897
+321
+9% +$31K 0.08% 124
2024
Q1 		$350K Sell
3,576
-242
-6% -$23.7K 0.07% 129
2023
Q4 		$379K Sell
3,818
-443
-10% -$42.2K 0.08% 119
2023
Q3 		$401K Sell
4,261
-105
-2% -$10.1K 0.1% 107
2023
Q2 		$428K Buy
4,366
+42
+1% +$4.15K 0.1% 105
2023
Q1 		$431K Sell
4,324
-66
-2% -$6.52K 0.11% 101
2022
Q4 		$426K Sell
4,390
-574
-12% -$55.5K 0.11% 97
2022
Q3 		$478K Buy
4,964
+439
+10% +$44.4K 0.14% 80
2022
Q2 		$460K Sell
4,525
-188
-4% -$19.3K 0.14% 86
2022
Q1 		$504K Buy
4,713
+32
+0.7% +$3.52K 0.12% 98
2021
Q4 		$534K Buy
4,681
+370
+9% +$42.3K 0.13% 93
2021
Q3 		$495K Sell
4,311
-74
-2% -$8.58K 0.13% 101
2021
Q2 		$505K Buy
4,385
+754
+21% +$86.4K 0.13% 100
2021
Q1 		$413K Sell
3,631
-234
-6% -$27.1K 0.12% 103
2020
Q4 		$452K Buy
+3,865
New +$455K 0.12% 92

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SOA Wealth Advisors's AGG Position: Q2 2026 in Review

SOA Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2% in Q2 2026, selling an estimated $7.52K and leaving 3,676 shares worth $364K. The position accounts for 0.06% of the portfolio, ranked #152.

SOA Wealth Advisors first reported a position in AGG in Q4 2020 and has held it in 23 quarters since. The position peaked at $534K in Q4 2021. 511 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • SOA Wealth Advisors held 3,676 shares of iShares Core US Aggregate Bond ETF worth $364K as of Q2 2026.
  • SOA Wealth Advisors sold 76 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $7.52K.
  • iShares Core US Aggregate Bond ETF made up 0.06% of SOA Wealth Advisors's portfolio in Q2 2026, its #152 holding.
  • SOA Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $534K in Q4 2021.
  • 511 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.