Thrive Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Thrive Wealth Management’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	$647K	Buy	6,537 +16	+0.2%	+$1.58K	0.08%	116
2026 Q1	$647K	Sell	6,521 -2,397	-27%	-$240K	0.1%	102
2025 Q4	$891K	Sell	8,918 -2,292	-20%	-$230K	0.13%	88
2025 Q3	$1.12M	Sell	11,210 -19,278	-63%	-$1.91M	0.17%	66
2025 Q2	$3.02M	Buy	+30,488	New	+$2.99M	0.49%	29
2025 Q1	–	Sell	-6,644	Closed	-$644K	–	221
2024 Q4	$644K	Buy	+6,644	New	+$654K	0.12%	97
2022 Q4	–	Sell	-7,923	Closed	-$763K	–	162
2022 Q3	$763K	Buy	+7,923	New	+$801K	0.27%	46
2022 Q2	–	Sell	-6,401	Closed	-$686K	–	149
2022 Q1	$686K	Buy	+6,401	New	+$704K	0.2%	56

Other funds holding AGG

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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

Thrive Wealth Management's AGG Position: Q2 2026 in Review

Thrive Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.25% in Q2 2026, buying an estimated $1.58K and bringing the position to 6,537 shares worth $647K. The position accounts for 0.08% of the portfolio, ranked #116.

Thrive Wealth Management first reported a position in AGG in Q1 2022 and has held it in 8 quarters since. The position peaked at $3.02M in Q2 2025. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Thrive Wealth Management held 6,537 shares of iShares Core US Aggregate Bond ETF worth $647K as of Q2 2026.
Thrive Wealth Management bought 16 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.58K.
iShares Core US Aggregate Bond ETF made up 0.08% of Thrive Wealth Management's portfolio in Q2 2026, its #116 holding.
Thrive Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 8 quarters since.
Thrive Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $3.02M in Q2 2025.
406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.