Strategic Investment Solutions’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Strategic Investment Solutions’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	Hold	3,674	–	–	0.08%	115
2026 Q1	$365K	Hold	3,674	–	–	0.09%	111
2025 Q4	$367K	Hold	3,674	–	–	0.09%	106
2025 Q3	$368K	Hold	3,674	–	–	0.1%	106
2025 Q2	$364K	Sell	3,674 -179	-5%	-$17.5K	0.11%	95
2025 Q1	$381K	Sell	3,853 -3,527	-48%	-$345K	0.11%	76
2024 Q4	$724K	Buy	7,380 +6,367	+629%	+$627K	0.24%	56
2024 Q3	$103K	Sell	1,013 -43	-4%	-$4.29K	0.03%	142
2024 Q2	$106K	Buy	+1,056	New	+$102K	0.03%	132
2023 Q4	$707K	Sell	7,126 -334,290	-98%	-$31.8M	0.12%	90
2023 Q3	$32.9M	Buy	341,416 +333,829	+4,400%	+$32.2M	0.41%	46
2023 Q2	$748K	Sell	7,587 -25,231	-77%	-$2.49M	0.15%	62
2023 Q1	$3.27M	Sell	32,818 -3,126	-9%	-$309K	0.64%	34
2022 Q4	$3.62M	Buy	+35,944	New	+$3.48M	1.79%	16

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Strategic Investment Solutions's AGG Position: Q2 2026 in Review

Strategic Investment Solutions held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 3,674 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #115.

Strategic Investment Solutions first reported a position in AGG in Q4 2022 and has held it in 14 quarters since. The position peaked at $32.9M in Q3 2023. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Strategic Investment Solutions held 3,674 shares of iShares Core US Aggregate Bond ETF worth $364K as of Q2 2026.
Strategic Investment Solutions left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.08% of Strategic Investment Solutions's portfolio in Q2 2026, its #115 holding.
Strategic Investment Solutions first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Strategic Investment Solutions's iShares Core US Aggregate Bond ETF position peaked at $32.9M in Q3 2023.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.