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

Vawter Financial’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 		$1.76M Sell
17,818
-5
-0% -$495 0.66% 31
2026
Q1 		$1.77M Buy
17,823
+190
+1% +$19K 0.74% 31
2025
Q4 		$1.76M Sell
17,633
-960
-5% -$96.3K 0.74% 31
2025
Q3 		$1.86M Buy
+18,593
New +$1.84M 0.85% 29
2025
Q2 		– Sell
-18,818
Closed -$1.86M – 27
2025
Q1 		$1.86M Buy
18,818
+3,416
+22% +$334K 1.04% 26
2024
Q4 		$1.49M Buy
15,402
+1,024
+7% +$101K 0.9% 28
2024
Q3 		$1.46M Buy
14,378
+3,377
+31% +$337K 0.89% 28
2024
Q2 		$1.07M Buy
11,001
+100
+0.9% +$9.65K 0.73% 31
2024
Q1 		$1.07M Buy
10,901
+1,782
+20% +$174K 0.77% 27
2023
Q4 		$905K Buy
9,119
+5,925
+186% +$564K 0.71% 28
2023
Q3 		$300K Sell
3,194
-198
-6% -$19.1K 0.34% 48
2023
Q2 		$332K Buy
3,392
+1,088
+47% +$108K 0.29% 49
2023
Q1 		$230K Buy
2,304
+195
+9% +$19.3K 0.23% 51
2022
Q4 		$205K Buy
+2,109
New +$204K 0.24% 48

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

Vawter Financial's AGG Position: Q2 2026 in Review

Vawter Financial reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.03% in Q2 2026, selling an estimated $495 and leaving 17,818 shares worth $1.76M. The position accounts for 0.66% of the portfolio, ranked #31.

Vawter Financial first reported a position in AGG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.86M in Q3 2025. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Vawter Financial held 17,818 shares of iShares Core US Aggregate Bond ETF worth $1.76M as of Q2 2026.
  • Vawter Financial sold 5 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $495.
  • iShares Core US Aggregate Bond ETF made up 0.66% of Vawter Financial's portfolio in Q2 2026, its #31 holding.
  • Vawter Financial first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Vawter Financial's iShares Core US Aggregate Bond ETF position peaked at $1.86M in Q3 2025.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.