Stronghold Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
Other funds holding AGG
Stronghold Wealth Management's AGG Position: Q2 2026 in Review
Stronghold Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3% in Q2 2026, buying an estimated $102K and bringing the position to 34,768 shares worth $3.44M. The position accounts for 4.61% of the portfolio, ranked #2.
Stronghold Wealth Management first reported a position in AGG in Q4 2025 and has held it in 3 quarters since. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.
- Stronghold Wealth Management held 34,768 shares of iShares Core US Aggregate Bond ETF worth $3.44M as of Q2 2026.
- Stronghold Wealth Management bought 1,026 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $102K.
- iShares Core US Aggregate Bond ETF made up 4.61% of Stronghold Wealth Management's portfolio in Q2 2026, its #2 holding.
- Stronghold Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
- 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.
Based on Stronghold Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.