Sunesis Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Sunesis Advisors’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	$19.9M	Sell	201,340 -3,614	-2%	-$358K	8.24%	3
2026 Q1	$20.3M	Buy	204,954 +22,251	+12%	+$2.23M	9.2%	2
2025 Q4	$18.2M	Buy	182,703 +18,345	+11%	+$1.84M	8.26%	2
2025 Q3	$16.5M	Buy	+164,358	New	+$16.3M	7.7%	3
2025 Q1	$14.8M	Sell	149,426 -459	-0.3%	-$44.9K	8.02%	3
2024 Q4	$14.5M	Buy	149,885 +9,800	+7%	+$965K	8.83%	2
2024 Q3	$14.2M	Buy	140,085 +8,471	+6%	+$845K	8.55%	2
2024 Q2	$12.8M	Buy	131,614 +4,375	+3%	+$422K	7.59%	2
2024 Q1	$12.5M	Buy	127,239 +10,963	+9%	+$1.07M	7.29%	2
2023 Q4	$11.5M	Sell	116,276 -42,608	-27%	-$4.05M	7.03%	2
2023 Q3	$14.9M	Buy	+158,884	New	+$15.3M	10.6%	2
2023 Q1	$14.5M	Buy	145,882 +84	+0.1%	+$8.3K	10.46%	2
2022 Q4	$14.1M	Sell	145,798 -40	-0%	-$3.87K	9.05%	3
2022 Q3	$14.1M	Buy	145,838 +27,389	+23%	+$2.77M	9.67%	2
2022 Q2	$12M	Buy	118,449 +12,351	+12%	+$1.27M	7.83%	3
2022 Q1	$11.4M	Buy	106,098 +790	+0.8%	+$86.9K	6.58%	3
2021 Q4	$12M	Hold	105,308	–	–	8.81%	2
2021 Q3	$12.1M	Buy	105,308 +11,339	+12%	+$1.31M	9.34%	2
2021 Q2	$10.8M	Buy	93,969 +13	+0%	+$1.49K	8.3%	2
2021 Q1	$10.7M	Buy	93,956 +5	+0%	+$579	8.55%	2
2020 Q4	$11.1M	Hold	93,951	–	–	8.98%	2
2020 Q3	$11.1M	Buy	93,951 +1,524	+2%	+$181K	9.87%	2
2020 Q2	$10.9M	Sell	92,427 -1,981	-2%	-$232K	10.06%	2
2020 Q1	$10.9M	Sell	94,408 -289	-0.3%	-$32.9K	10.96%	2
2019 Q4	$10.6M	Sell	94,697 -800	-0.8%	-$90.2K	9.69%	2
2019 Q3	$10.8M	Sell	95,497 -444	-0.5%	-$49.9K	11.22%	2
2019 Q2	$10.7M	Sell	95,941 -27,532	-22%	-$3.01M	11.45%	2
2019 Q1	$13.5M	Sell	123,473 -694	-0.6%	-$74.4K	13.57%	2
2018 Q4	$13.2M	Buy	124,167 +8,748	+8%	+$918K	14.43%	2
2018 Q3	$12.2M	Buy	115,419 +21,451	+23%	+$2.28M	12.29%	2
2018 Q2	$9.99M	Buy	+93,968	New	+$9.96M	12.26%	3

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Sunesis Advisors's AGG Position: Q2 2026 in Review

Sunesis Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 1.8% in Q2 2026, selling an estimated $358K and leaving 201,340 shares worth $19.9M. The position accounts for 8.24% of the portfolio, ranked #3.

Sunesis Advisors first reported a position in AGG in Q2 2018 and has held it in 31 quarters since. The position peaked at $20.3M in Q1 2026. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Sunesis Advisors held 201,340 shares of iShares Core US Aggregate Bond ETF worth $19.9M as of Q2 2026.
Sunesis Advisors sold 3,614 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $358K.
iShares Core US Aggregate Bond ETF made up 8.24% of Sunesis Advisors's portfolio in Q2 2026, its #3 holding.
Sunesis Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2018 and has held it in 31 quarters since.
Sunesis Advisors's iShares Core US Aggregate Bond ETF position peaked at $20.3M in Q1 2026.
1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Sunesis Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.