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Stonekeep Investments’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Stonekeep Investments’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 		$3.7M Buy
37,418
+25
+0.1% +$2.47K 2.16% 14
2026
Q1 		$3.71M Buy
37,393
+36
+0.1% +$3.6K 2.41% 13
2025
Q4 		$3.73M Sell
37,357
-185
-0.5% -$18.6K 2.39% 13
2025
Q3 		$3.76M Sell
37,542
-91
-0.2% -$9.03K 2.38% 13
2025
Q2 		$3.73M Buy
37,633
+468
+1% +$45.9K 2.51% 12
2025
Q1 		$3.68M Buy
37,165
+2,370
+7% +$232K 2.71% 9
2024
Q4 		$3.37M Sell
34,795
-108
-0.3% -$10.6K 2.51% 10
2024
Q3 		$3.53M Buy
34,903
+702
+2% +$70K 2.73% 8
2024
Q2 		$3.32M Buy
+34,201
New +$3.3M 2.69% 8

Other funds holding AGG

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CI
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
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Stonekeep Investments's AGG Position: Q2 2026 in Review

Stonekeep Investments increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.07% in Q2 2026, buying an estimated $2.47K and bringing the position to 37,418 shares worth $3.7M. The position accounts for 2.16% of the portfolio, ranked #14.

Stonekeep Investments first reported a position in AGG in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.76M in Q3 2025. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Stonekeep Investments held 37,418 shares of iShares Core US Aggregate Bond ETF worth $3.7M as of Q2 2026.
  • Stonekeep Investments bought 25 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.47K.
  • iShares Core US Aggregate Bond ETF made up 2.16% of Stonekeep Investments's portfolio in Q2 2026, its #14 holding.
  • Stonekeep Investments first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Stonekeep Investments's iShares Core US Aggregate Bond ETF position peaked at $3.76M in Q3 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Stonekeep Investments's 13F filing for Q2 2026, filed 10 Jul 2026.