Strengthening Families & Communities LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Strengthening Families & Communities LLC’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	$537K	Sell	5,426 -244	-4%	-$24.1K	0.12%	120
2026 Q1	$563K	Buy	+5,670	New	+$567K	0.14%	122
2025 Q4	–	Sell	-5,365	Closed	-$538K	–	406
2025 Q3	$538K	Buy	+5,365	New	+$532K	0.12%	130
2024 Q4	–	Sell	-6,834	Closed	-$692K	–	335
2024 Q3	$692K	Buy	6,834 +124	+2%	+$12.4K	0.18%	114
2024 Q2	$651K	Buy	+6,710	New	+$648K	0.19%	118
2023 Q4	–	Sell	-5,728	Closed	-$539K	–	223
2023 Q3	$539K	Buy	5,728 +510	+10%	+$49.1K	0.23%	109
2023 Q2	$511K	Buy	+5,218	New	+$516K	0.22%	110
2022 Q4	$577K	Sell	5,951 -1,060	-15%	-$103K	0.35%	81
2022 Q3	$675K	Buy	7,011 +277	+4%	+$28K	0.35%	81
2022 Q2	$721K	Hold	6,734	–	–	0.44%	69
2022 Q1	$721K	Buy	6,734 +109	+2%	+$12K	0.45%	69
2021 Q4	$8.34M	Buy	+6,625	New	+$758K	1.93%	7

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

Strengthening Families & Communities LLC's AGG Position: Q2 2026 in Review

Strengthening Families & Communities LLC reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 4.3% in Q2 2026, selling an estimated $24.1K and leaving 5,426 shares worth $537K. The position accounts for 0.12% of the portfolio, ranked #120.

Strengthening Families & Communities LLC first reported a position in AGG in Q4 2021 and has held it in 12 quarters since. The position peaked at $8.34M in Q4 2021. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Strengthening Families & Communities LLC held 5,426 shares of iShares Core US Aggregate Bond ETF worth $537K as of Q2 2026.
Strengthening Families & Communities LLC sold 244 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $24.1K.
iShares Core US Aggregate Bond ETF made up 0.12% of Strengthening Families & Communities LLC's portfolio in Q2 2026, its #120 holding.
Strengthening Families & Communities LLC first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 12 quarters since.
Strengthening Families & Communities LLC's iShares Core US Aggregate Bond ETF position peaked at $8.34M in Q4 2021.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q2 2026, filed 11 Aug 2026.