TA
AGG icon

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

Tactive 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 		$3.71M Sell
37,435
-9,560
-20% -$946K 0.91% 24
2026
Q1 		$4.67M Buy
46,995
+6,526
+16% +$653K 1.32% 17
2025
Q4 		$4.04M Sell
40,469
-959
-2% -$96.2K 1.18% 21
2025
Q3 		$4.15M Buy
41,428
+22,058
+114% +$2.19M 1.18% 23
2025
Q2 		$1.92M Buy
+19,370
New +$1.9M 0.62% 40
2024
Q1 		$1.78M Sell
18,133
-14,810
-45% -$1.45M 0.94% 25
2023
Q4 		$3.27M Sell
32,943
-6,769
-17% -$644K 2.1% 14
2023
Q3 		$3.73M Buy
39,712
+13,071
+49% +$1.26M 3.22% 10
2023
Q2 		$2.61M Buy
26,641
+6,937
+35% +$686K 1.99% 13
2023
Q1 		$1.96M Buy
+19,704
New +$1.95M 1.46% 19

Other funds holding AGG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return