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

TrueFG’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 		$637K Sell
6,438
-10
-0.2% -$989 0.15% 33
2026
Q1 		$640K Buy
6,448
+155
+2% +$15.5K 0.17% 28
2025
Q4 		$628K Buy
6,293
+66
+1% +$6.62K 0.17% 31
2025
Q3 		$624K Buy
6,227
+282
+5% +$28K 0.17% 30
2025
Q2 		$590K Sell
5,945
-476
-7% -$46.6K 0.18% 30
2025
Q1 		$635K Buy
6,421
+303
+5% +$29.6K 0.21% 23
2024
Q4 		$593K Buy
6,118
+414
+7% +$40.8K 0.19% 27
2024
Q3 		$578K Buy
5,704
+113
+2% +$11.3K 0.19% 27
2024
Q2 		$543K Buy
5,591
+155
+3% +$15K 0.2% 27
2024
Q1 		$532K Buy
5,436
+44
+0.8% +$4.31K 0.2% 26
2023
Q4 		$535K Buy
5,392
+91
+2% +$8.66K 0.21% 25
2023
Q3 		$498K Buy
5,301
+39
+0.7% +$3.76K 0.22% 26
2023
Q2 		$515K Sell
5,262
-1,283
-20% -$127K 0.22% 24
2023
Q1 		$652K Buy
6,545
+360
+6% +$35.6K 0.29% 19
2022
Q4 		$600K Buy
6,185
+741
+14% +$71.7K 0.29% 19
2022
Q3 		$524K Buy
5,444
+248
+5% +$25.1K 0.28% 20
2022
Q2 		$528K Buy
5,196
+1,088
+26% +$112K 0.27% 22
2022
Q1 		$440K Sell
4,108
-12
-0.3% -$1.32K 0.2% 27
2021
Q4 		$470K Buy
4,120
+16
+0.4% +$1.83K 0.21% 24
2021
Q3 		$470K Buy
4,104
+325
+9% +$37.7K 0.21% 24
2021
Q2 		$436K Sell
3,779
-158
-4% -$18.1K 0.22% 24
2021
Q1 		$448K Sell
3,937
-106
-3% -$12.3K 0.24% 21
2020
Q4 		$478K Buy
4,043
+148
+4% +$17.4K 0.29% 21
2020
Q3 		$460K Buy
3,895
+117
+3% +$13.9K 0.32% 22
2020
Q2 		$447K Buy
3,778
+47
+1% +$5.5K 0.34% 20
2020
Q1 		$430K Sell
3,731
-464
-11% -$52.9K 0.39% 18
2019
Q4 		$471K Buy
+4,195
New +$473K 0.36% 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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
R
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
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

TrueFG's AGG Position: Q2 2026 in Review

TrueFG reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.16% in Q2 2026, selling an estimated $989 and leaving 6,438 shares worth $637K. The position accounts for 0.15% of the portfolio, ranked #33.

TrueFG first reported a position in AGG in Q4 2019 and has held it in 27 quarters since. The position peaked at $652K in Q1 2023. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • TrueFG held 6,438 shares of iShares Core US Aggregate Bond ETF worth $637K as of Q2 2026.
  • TrueFG sold 10 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $989.
  • iShares Core US Aggregate Bond ETF made up 0.15% of TrueFG's portfolio in Q2 2026, its #33 holding.
  • TrueFG first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • TrueFG's iShares Core US Aggregate Bond ETF position peaked at $652K in Q1 2023.
  • 406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on TrueFG's 13F filing for Q2 2026, filed 16 Jul 2026.