Successful Portfolios’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Successful Portfolios’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	$999K	Buy	10,188 +1,420	+16%	+$141K	0.47%	46
2026 Q1	$870K	Buy	8,768 +1,544	+21%	+$154K	0.48%	51
2025 Q4	$724K	Buy	7,224 +31	+0.4%	+$3.11K	0.37%	65
2025 Q3	$721K	Sell	7,193 -249	-3%	-$24.7K	0.42%	53
2025 Q2	$738K	Sell	7,442 -92	-1%	-$9.02K	0.45%	48
2025 Q1	$745K	Sell	7,534 -161	-2%	-$15.7K	0.51%	47
2024 Q4	$746K	Buy	7,695 +8	+0.1%	+$788	0.5%	44
2024 Q3	$778K	Sell	7,687 -35	-0.5%	-$3.49K	0.53%	45
2024 Q2	$750K	Buy	7,722 +3	+0%	+$290	0.52%	45
2024 Q1	$756K	Buy	7,719 +995	+15%	+$97.4K	0.52%	46
2023 Q4	$667K	Buy	6,724 +385	+6%	+$36.6K	0.5%	49
2023 Q3	$596K	Buy	6,339 +1,885	+42%	+$182K	0.53%	47
2023 Q2	$436K	Sell	4,454 -575	-11%	-$56.8K	0.38%	64
2023 Q1	$501K	Buy	5,029 +150	+3%	+$14.8K	0.31%	74
2022 Q4	$473K	Sell	4,879 -701	-13%	-$67.8K	0.31%	86
2022 Q3	$538K	Sell	5,580 -183	-3%	-$18.5K	0.39%	66
2022 Q2	$586K	Sell	5,763 -699	-11%	-$71.8K	0.39%	63
2022 Q1	$692K	Sell	6,462 -63	-1%	-$6.93K	0.39%	61
2021 Q4	$744K	Sell	6,525 -123	-2%	-$14.1K	0.4%	57
2021 Q3	$763K	Sell	6,648 -25	-0.4%	-$2.9K	0.46%	53
2021 Q2	$770K	Sell	6,673 -123	-2%	-$14.1K	0.47%	51
2021 Q1	$774K	Sell	6,796 -2	-0%	-$232	0.51%	52
2020 Q4	$803K	Buy	6,798 +79	+1%	+$9.31K	0.58%	45
2020 Q3	$793K	Buy	6,719 +211	+3%	+$25K	0.63%	43
2020 Q2	$769K	Sell	6,508 -215	-3%	-$25.2K	0.68%	41
2020 Q1	$776K	Buy	6,723 +756	+13%	+$86.2K	0.78%	35
2019 Q4	$671K	Buy	5,967 +158	+3%	+$17.8K	0.6%	44
2019 Q3	$657K	Buy	5,809 +572	+11%	+$64.3K	0.62%	43
2019 Q2	$583K	Sell	5,237 -641	-11%	-$70.1K	0.63%	45
2019 Q1	$641K	Sell	5,878 -387	-6%	-$41.5K	0.7%	42
2018 Q4	$667K	Sell	6,265 -1,424	-19%	-$149K	0.85%	37
2018 Q3	$811K	Sell	7,689 -16	-0.2%	-$1.7K	0.88%	34
2018 Q2	$819K	Sell	7,705 -265	-3%	-$28.1K	0.96%	30
2018 Q1	$855K	Buy	7,970 +37	+0.5%	+$3.97K	1.04%	28
2017 Q4	$867K	Buy	+7,933	New	+$867K	1.08%	24

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Successful Portfolios's AGG Position: Q2 2026 in Review

Successful Portfolios increased its iShares Core US Aggregate Bond ETF (AGG) stake by 16% in Q2 2026, buying an estimated $141K and bringing the position to 10,188 shares worth $999K. The position accounts for 0.47% of the portfolio, ranked #46.

Successful Portfolios first reported a position in AGG in Q4 2017 and has held it in 35 quarters since. 396 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Successful Portfolios held 10,188 shares of iShares Core US Aggregate Bond ETF worth $999K as of Q2 2026.
Successful Portfolios bought 1,420 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $141K.
iShares Core US Aggregate Bond ETF made up 0.47% of Successful Portfolios's portfolio in Q2 2026, its #46 holding.
Successful Portfolios first reported a position in iShares Core US Aggregate Bond ETF in Q4 2017 and has held it in 35 quarters since.
396 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.