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

Uptown 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 		$585K Buy
5,914
+2
+0% +$198 0.39% 40
2026
Q1 		$587K Buy
5,912
+253
+4% +$25.3K 0.47% 35
2025
Q4 		$565K Sell
5,659
-468
-8% -$47K 0.4% 38
2025
Q3 		$614K Sell
6,127
-41
-0.7% -$4.07K 0.51% 35
2025
Q2 		$612K Buy
+6,168
New +$604K 0.52% 34

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Uptown Financial Advisors's AGG Position: Q2 2026 in Review

Uptown Financial Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.03% in Q2 2026, buying an estimated $198 and bringing the position to 5,914 shares worth $585K. The position accounts for 0.39% of the portfolio, ranked #40.

Uptown Financial Advisors first reported a position in AGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $614K in Q3 2025. 574 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Uptown Financial Advisors held 5,914 shares of iShares Core US Aggregate Bond ETF worth $585K as of Q2 2026.
  • Uptown Financial Advisors bought 2 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $198.
  • iShares Core US Aggregate Bond ETF made up 0.39% of Uptown Financial Advisors's portfolio in Q2 2026, its #40 holding.
  • Uptown Financial Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Uptown Financial Advisors's iShares Core US Aggregate Bond ETF position peaked at $614K in Q3 2025.
  • 574 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.