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

Walker Financial Services’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 		$7.47M Sell
75,444
-16,592
-18% -$1.64M 2.31% 11
2026
Q1 		$9.14M Sell
92,036
-32,422
-26% -$3.24M 3.13% 11
2025
Q4 		$12.4M Sell
124,458
-32,897
-21% -$3.3M 4.5% 8
2025
Q3 		$15.8M Sell
157,355
-300,426
-66% -$29.8M 6.14% 6
2025
Q2 		$45.4M Buy
457,781
+25,257
+6% +$2.47M 20.64% 1
2025
Q1 		$42.8M Buy
432,524
+47,299
+12% +$4.62M 22.42% 1
2024
Q4 		$37.3M Buy
385,225
+85,830
+29% +$8.45M 21.7% 1
2024
Q3 		$30.3M Buy
299,395
+42,049
+16% +$4.2M 20.5% 2
2024
Q2 		$25M Buy
257,346
+39,661
+18% +$3.83M 19.53% 2
2024
Q1 		$21.3M Buy
+217,685
New +$21.3M 17.52% 3

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Walker Financial Services's AGG Position: Q2 2026 in Review

Walker Financial Services reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 18% in Q2 2026, selling an estimated $1.64M and leaving 75,444 shares worth $7.47M. The position accounts for 2.31% of the portfolio, ranked #11.

Walker Financial Services first reported a position in AGG in Q1 2024 and has held it in 10 quarters since. The position peaked at $45.4M in Q2 2025. 406 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Walker Financial Services held 75,444 shares of iShares Core US Aggregate Bond ETF worth $7.47M as of Q2 2026.
  • Walker Financial Services sold 16,592 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.64M.
  • iShares Core US Aggregate Bond ETF made up 2.31% of Walker Financial Services's portfolio in Q2 2026, its #11 holding.
  • Walker Financial Services first reported a position in iShares Core US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Walker Financial Services's iShares Core US Aggregate Bond ETF position peaked at $45.4M in Q2 2025.
  • 406 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Walker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.