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Triumph Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Triumph Capital 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 		$787K Buy
7,948
+473
+6% +$46.8K 0.14% 150
2026
Q1 		$742K Buy
7,475
+2,035
+37% +$204K 0.15% 140
2025
Q4 		$543K Buy
5,440
+3,306
+155% +$332K 0.12% 159
2025
Q3 		$214K Sell
2,134
-6,204
-74% -$616K 0.06% 297
2025
Q2 		$827K Sell
8,338
-2,563
-24% -$251K 0.25% 96
2025
Q1 		$1.08M Buy
10,901
+2,557
+31% +$250K 0.36% 60
2024
Q4 		$809K Sell
8,344
-3,408
-29% -$336K 0.28% 89
2024
Q3 		$1.19M Sell
11,752
-177
-1% -$17.7K 0.42% 49
2024
Q2 		$1.16M Buy
11,929
+6,503
+120% +$628K 0.45% 54
2024
Q1 		$528K Buy
5,426
+474
+10% +$46.4K 0.22% 110
2023
Q4 		$492K Buy
4,952
+998
+25% +$95K 0.21% 100
2023
Q3 		$372K Buy
3,954
+1,103
+39% +$106K 0.17% 127
2023
Q2 		$279K Buy
2,851
+233
+9% +$23K 0.13% 162
2023
Q1 		$261K Buy
2,618
+374
+17% +$37K 0.13% 146
2022
Q4 		$218K Buy
+2,244
New +$217K 0.12% 179
2022
Q1 		– Sell
-22,105
Closed -$2.52M – 199
2021
Q4 		$2.52M Sell
22,105
-1,638
-7% -$187K 1.09% 22
2021
Q3 		$2.73M Buy
+23,743
New +$2.75M 1.28% 20

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Triumph Capital Management's AGG Position: Q2 2026 in Review

Triumph Capital Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 6.3% in Q2 2026, buying an estimated $46.8K and bringing the position to 7,948 shares worth $787K. The position accounts for 0.14% of the portfolio, ranked #150.

Triumph Capital Management first reported a position in AGG in Q3 2021 and has held it in 17 quarters since. The position peaked at $2.73M in Q3 2021. 511 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Triumph Capital Management held 7,948 shares of iShares Core US Aggregate Bond ETF worth $787K as of Q2 2026.
  • Triumph Capital Management bought 473 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $46.8K.
  • iShares Core US Aggregate Bond ETF made up 0.14% of Triumph Capital Management's portfolio in Q2 2026, its #150 holding.
  • Triumph Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2021 and has held it in 17 quarters since.
  • Triumph Capital Management's iShares Core US Aggregate Bond ETF position peaked at $2.73M in Q3 2021.
  • 511 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.