True Link Financial Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

True Link Financial 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	$481K	Hold	4,860	–	–	0.03%	52
2026 Q1	$482K	Sell	4,860 -281	-5%	-$28.1K	0.03%	47
2025 Q4	$513K	Buy	+5,141	New	+$516K	0.03%	56
2025 Q2	–	Sell	-30,000	Closed	-$2.97M	–	89
2025 Q1	$2.97M	Buy	+30,000	New	+$2.93M	0.22%	20
2023 Q4	–	Sell	-4,400	Closed	-$414K	–	62
2023 Q3	$414K	Hold	4,400	–	–	0.05%	79
2023 Q2	$431K	Sell	4,400 -589	-12%	-$58.2K	0.05%	82
2023 Q1	$497K	Sell	4,989 -128	-3%	-$12.7K	0.06%	80
2022 Q4	$496K	Buy	5,117 +128	+3%	+$12.4K	0.07%	75
2022 Q3	$481K	Hold	4,989	–	–	0.07%	86
2022 Q2	$507K	Sell	4,989 -426	-8%	-$43.8K	0.08%	81
2022 Q1	$580K	Sell	5,415 -18,421	-77%	-$2.03M	0.08%	79
2021 Q4	$2.72M	Buy	23,836 +3,974	+20%	+$455K	0.36%	25
2021 Q3	$2.28M	Buy	19,862 +15,288	+334%	+$1.77M	0.31%	32
2021 Q2	$528K	Sell	4,574 -1,364	-23%	-$156K	0.08%	75
2021 Q1	$676K	Sell	5,938 -12,389	-68%	-$1.43M	0.1%	88
2020 Q4	$2.17M	Buy	+18,327	New	+$2.16M	0.34%	40

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

True Link Financial Advisors's AGG Position: Q2 2026 in Review

True Link Financial Advisors held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 4,860 shares worth $481K. The position accounts for 0.03% of the portfolio, ranked #52.

True Link Financial Advisors first reported a position in AGG in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.97M in Q1 2025. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

True Link Financial Advisors held 4,860 shares of iShares Core US Aggregate Bond ETF worth $481K as of Q2 2026.
True Link Financial Advisors left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.03% of True Link Financial Advisors's portfolio in Q2 2026, its #52 holding.
True Link Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 16 quarters since.
True Link Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $2.97M in Q1 2025.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.