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Two West Capital Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Two West Capital 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 		$253K Sell
2,583
-768
-23% -$76K 0.13% 92
2026
Q1 		$332K Buy
3,351
+846
+34% +$84.6K 0.18% 79
2025
Q4 		$250K Buy
+2,505
New +$251K 0.15% 89
2024
Q3 		– Sell
-2,465
Closed -$239K – 70
2024
Q2 		$239K Buy
+2,465
New +$238K 0.23% 58

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Two West Capital Advisors's AGG Position: Q2 2026 in Review

Two West Capital Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 23% in Q2 2026, selling an estimated $76K and leaving 2,583 shares worth $253K. The position accounts for 0.13% of the portfolio, ranked #92.

Two West Capital Advisors first reported a position in AGG in Q2 2024 and has held it in 4 quarters since. The position peaked at $332K in Q1 2026. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Two West Capital Advisors held 2,583 shares of iShares Core US Aggregate Bond ETF worth $253K as of Q2 2026.
  • Two West Capital Advisors sold 768 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $76K.
  • iShares Core US Aggregate Bond ETF made up 0.13% of Two West Capital Advisors's portfolio in Q2 2026, its #92 holding.
  • Two West Capital Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • Two West Capital Advisors's iShares Core US Aggregate Bond ETF position peaked at $332K in Q1 2026.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.