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RAFFA WEALTH MANAGEMENT, LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$4.48M Buy
45,285
+454
+1% +$44.9K 0.57% 27
2026
Q1 		$4.45M Buy
44,831
+285
+0.6% +$28.5K 0.7% 23
2025
Q4 		$4.45M Buy
44,546
+1,360
+3% +$136K 0.68% 25
2025
Q3 		$4.33M Buy
43,186
+414
+1% +$41.1K 0.78% 24
2025
Q2 		$4.24M Buy
42,772
+1,265
+3% +$124K 0.85% 23
2025
Q1 		$4.11M Buy
41,507
+261
+0.6% +$25.5K 0.93% 20
2024
Q4 		$4M Buy
41,246
+510
+1% +$50.2K 0.93% 20
2024
Q3 		$4.13M Buy
40,736
+367
+0.9% +$36.6K 1% 20
2024
Q2 		$3.92M Buy
40,369
+16,830
+71% +$1.62M 1.11% 19
2024
Q1 		$2.31M Buy
+23,539
New +$2.3M 0.69% 28
2023
Q3 		$62.8K Buy
+668
New +$64.3K 0.02% 114
2022
Q4 		$63.5K Sell
654
-544
-45% -$52.6K 0.03% 117
2022
Q3 		$115K Buy
+1,198
New +$121K 0.05% 75
2021
Q4 		$684K Buy
5,994
+167
+3% +$19.1K 0.22% 27
2021
Q3 		$669K Buy
5,827
+5
+0.1% +$580 0.23% 24
2021
Q2 		$671K Buy
+5,822
New +$667K 0.23% 23
2020
Q4 		$687K Buy
+5,814
New +$685K 0.24% 23
2020
Q2 		$672K Sell
5,684
-325
-5% -$38K 0.26% 22
2020
Q1 		$693K Buy
+6,009
New +$685K 0.26% 19
2019
Q3 		$1.5M Buy
+13,214
New +$1.49M 0.53% 15
2018
Q1 		$5.13M Buy
47,877
+4,702
+11% +$505K 1.88% 8
2017
Q4 		$4.72M Buy
+43,175
New +$4.72M 1.83% 9
2017
Q1 		$4.81M Buy
+44,294
New +$4.79M 2.34% 7
2016
Q3 		$4.97M Buy
+44,167
New +$4.97M 2.68% 6
2016
Q1 		$5.02M Sell
45,339
-411
-0.9% -$45K 2.88% 5
2015
Q4 		$4.94M Buy
+45,750
New +$4.98M 2.96% 5
2015
Q2 		$5.16M Buy
47,462
+610
+1% +$67.1K 3.08% 4
2015
Q1 		$5.22M Sell
46,852
-4,259
-8% -$473K 3.08% 4
2014
Q4 		$5.63M Sell
51,111
-151
-0.3% -$16.6K 3.4% 4
2014
Q3 		$5.59M Buy
51,262
+147
+0.3% +$16.1K 4.22% 4
2014
Q2 		$5.59M Buy
51,115
+521
+1% +$56.6K 4.27% 4
2014
Q1 		$5.46M Sell
50,594
-517
-1% -$55.6K 4.45% 4
2013
Q4 		$5.63M Buy
+51,111
New +$5.48M 3.4% 4

Other funds holding AGG

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's AGG Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1% in Q2 2026, buying an estimated $44.9K and bringing the position to 45,285 shares worth $4.48M. The position accounts for 0.57% of the portfolio, ranked #27.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in AGG in Q4 2013 and has held it in 33 quarters since. The position peaked at $5.63M in Q4 2014. 784 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 45,285 shares of iShares Core US Aggregate Bond ETF worth $4.48M as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 454 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $44.9K.
  • iShares Core US Aggregate Bond ETF made up 0.57% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #27 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Core US Aggregate Bond ETF in Q4 2013 and has held it in 33 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's iShares Core US Aggregate Bond ETF position peaked at $5.63M in Q4 2014.
  • 784 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.