Turtle Creek Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
Other funds holding AGG
Turtle Creek Wealth Advisors's AGG Position: Q2 2026 in Review
Turtle Creek Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 23% in Q2 2026, selling an estimated $303K and leaving 10,407 shares worth $1.03M. The position accounts for 0.05% of the portfolio, ranked #161.
Turtle Creek Wealth Advisors first reported a position in AGG in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.34M in Q1 2026. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.
- Turtle Creek Wealth Advisors held 10,407 shares of iShares Core US Aggregate Bond ETF worth $1.03M as of Q2 2026.
- Turtle Creek Wealth Advisors sold 3,067 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $303K.
- iShares Core US Aggregate Bond ETF made up 0.05% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #161 holding.
- Turtle Creek Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 3 quarters since.
- Turtle Creek Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.34M in Q1 2026.
- 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.