SWM
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Spire Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Spire Wealth Management’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 		$30.4M Buy
307,520
+773
+0.3% +$76.5K 0.92% 16
2026
Q1 		$30.5M Buy
306,747
+17,901
+6% +$1.79M 1.04% 12
2025
Q4 		$28.8M Sell
288,846
-1,980
-0.7% -$199K 0.97% 14
2025
Q3 		$29.2M Sell
290,826
-3,911
-1% -$388K 0.99% 13
2025
Q2 		$29.1M Sell
294,737
-40,495
-12% -$3.97M 1.04% 13
2025
Q1 		$33.2M Buy
335,232
+1,578
+0.5% +$154K 1.06% 13
2024
Q4 		$32.3M Sell
333,654
-5,902
-2% -$581K 1% 13
2024
Q3 		$34.4M Sell
339,556
-5,534
-2% -$552K 1.16% 12
2024
Q2 		$33.4M Sell
345,090
-9,786
-3% -$945K 1.18% 10
2024
Q1 		$152M Buy
354,876
+5,473
+2% +$536K 2.76% 5
2023
Q4 		$34.2M Sell
349,403
-17,232
-5% -$1.64M 1.13% 11
2023
Q3 		$34.5M Sell
366,635
-8,215
-2% -$791K 1.31% 11
2023
Q2 		$36.7M Buy
374,850
+14,819
+4% +$1.46M 1.36% 12
2023
Q1 		$35.9M Buy
360,031
+60,201
+20% +$5.95M 1.4% 11
2022
Q4 		$29.1M Sell
299,830
-2,204
-0.7% -$213K 1.64% 8
2022
Q3 		$29.1M Sell
302,034
-49,394
-14% -$4.99M 1.77% 10
2022
Q2 		$35.7M Sell
351,428
-63,883
-15% -$6.56M 1.47% 8
2022
Q1 		$44.5M Buy
415,311
+6,473
+2% +$712K 1.19% 11
2021
Q4 		$46.7M Buy
408,838
+3,011
+0.7% +$344K 1.04% 10
2021
Q3 		$46.7M Buy
405,827
+28,118
+7% +$3.26M 1.24% 7
2021
Q2 		$43.9M Buy
377,709
+8,443
+2% +$967K 1.19% 7
2021
Q1 		$41.9M Buy
+369,266
New +$42.8M 1.12% 9

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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
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

Spire Wealth Management's AGG Position: Q2 2026 in Review

Spire Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.25% in Q2 2026, buying an estimated $76.5K and bringing the position to 307,520 shares worth $30.4M. The position accounts for 0.92% of the portfolio, ranked #16.

Spire Wealth Management first reported a position in AGG in Q1 2021 and has held it in 22 quarters since. The position peaked at $152M in Q1 2024. 618 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Spire Wealth Management held 307,520 shares of iShares Core US Aggregate Bond ETF worth $30.4M as of Q2 2026.
  • Spire Wealth Management bought 773 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $76.5K.
  • iShares Core US Aggregate Bond ETF made up 0.92% of Spire Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Spire Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $152M in Q1 2024.
  • 618 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.