Strid Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Strid Group’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	–	Sell	-2,849	Closed	-$283K	–	94
2026 Q1	$283K	Sell	2,849 -4,478	-61%	-$448K	0.04%	70
2025 Q4	$732K	Buy	+7,327	New	+$735K	0.09%	43
2024 Q3	–	Sell	-7,657	Closed	-$743K	–	60
2024 Q2	$743K	Buy	+7,657	New	+$739K	0.12%	33
2024 Q1	–	Sell	-2,525	Closed	-$251K	–	55
2023 Q4	$251K	Buy	+2,525	New	+$240K	0.05%	44
2018 Q1	–	Sell	-4,012	Closed	-$439K	–	24
2017 Q4	$439K	Buy	+4,012	New	+$439K	0.16%	18
2016 Q3	–	Sell	-2,705	Closed	-$305K	–	34
2016 Q2	$305K	Sell	2,705 -5,599	-67%	-$622K	0.13%	26
2016 Q1	$920K	Buy	8,304 +176	+2%	+$19.3K	0.59%	11
2015 Q4	$878K	Buy	+8,128	New	+$885K	0.37%	18

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

Strid Group's AGG Position: Q2 2026 in Review

Strid Group sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 2,849 shares — an estimated $283K sold.

Strid Group first reported a position in AGG in Q4 2015 and held it in 8 quarters. The position peaked at $920K in Q1 2016. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Strid Group reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Strid Group sold 2,849 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $283K.
Strid Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2015 and held it in 8 quarters.
Strid Group's iShares Core US Aggregate Bond ETF position peaked at $920K in Q1 2016.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Strid Group's 13F filing for Q2 2026, filed 23 Jul 2026.