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SWP Financial’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

SWP Financial’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 		$581K Sell
5,869
-210
-3% -$20.8K 0.27% 45
2026
Q1 		$603K Buy
6,079
+3,128
+106% +$313K 0.31% 40
2025
Q4 		$295K Buy
2,951
+218
+8% +$21.9K 0.15% 60
2025
Q3 		$274K Sell
2,733
-257
-9% -$25.5K 0.14% 60
2025
Q2 		$297K Buy
2,990
+149
+5% +$14.6K 0.16% 58
2025
Q1 		$281K Sell
2,841
-846
-23% -$82.7K 0.17% 53
2024
Q4 		$357K Sell
3,687
-121
-3% -$11.9K 0.22% 46
2024
Q3 		$386K Sell
3,808
-787
-17% -$78.5K 0.24% 31
2024
Q2 		$446K Sell
4,595
-78,141
-94% -$7.54M 0.29% 29
2024
Q1 		$8.06M Buy
82,736
+8,371
+11% +$819K 5.64% 6
2023
Q4 		$7.38M Buy
+74,365
New +$7.08M 5.73% 6

Other funds holding AGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CI
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

SWP Financial's AGG Position: Q2 2026 in Review

SWP Financial reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 3.5% in Q2 2026, selling an estimated $20.8K and leaving 5,869 shares worth $581K. The position accounts for 0.27% of the portfolio, ranked #45.

SWP Financial first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.06M in Q1 2024. 1,139 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • SWP Financial held 5,869 shares of iShares Core US Aggregate Bond ETF worth $581K as of Q2 2026.
  • SWP Financial sold 210 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $20.8K.
  • iShares Core US Aggregate Bond ETF made up 0.27% of SWP Financial's portfolio in Q2 2026, its #45 holding.
  • SWP Financial first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • SWP Financial's iShares Core US Aggregate Bond ETF position peaked at $8.06M in Q1 2024.
  • 1,139 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.