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

Traveka Wealth’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 		$1.79M Buy
18,064
+1,815
+11% +$180K 0.59% 38
2026
Q1 		$1.61M Buy
16,249
+4,849
+43% +$485K 0.62% 39
2025
Q4 		$1.14M Buy
11,400
+7,192
+171% +$722K 0.46% 46
2025
Q3 		$422K Buy
+4,208
New +$418K 0.19% 92

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

Traveka Wealth's AGG Position: Q2 2026 in Review

Traveka Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 11% in Q2 2026, buying an estimated $180K and bringing the position to 18,064 shares worth $1.79M. The position accounts for 0.59% of the portfolio, ranked #38.

Traveka Wealth first reported a position in AGG in Q3 2025 and has held it in 4 quarters since. 1,116 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Traveka Wealth held 18,064 shares of iShares Core US Aggregate Bond ETF worth $1.79M as of Q2 2026.
  • Traveka Wealth bought 1,815 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $180K.
  • iShares Core US Aggregate Bond ETF made up 0.59% of Traveka Wealth's portfolio in Q2 2026, its #38 holding.
  • Traveka Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,116 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.