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Wall Street Financial Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Wall Street Financial Group’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 		$2.13M Sell
21,472
-29,946
-58% -$2.96M 1.14% 25
2026
Q1 		$5.1M Buy
51,418
+7,965
+18% +$797K 3.02% 9
2025
Q4 		$4.34M Buy
43,453
+12,558
+41% +$1.26M 3.16% 10
2025
Q3 		$3.1M Buy
30,895
+23,458
+315% +$2.33M 2.27% 12
2025
Q2 		$738K Sell
7,437
-427
-5% -$41.8K 0.67% 30
2025
Q1 		$778K Sell
7,864
-219
-3% -$21.4K 0.81% 21
2024
Q4 		$783K Buy
+8,083
New +$796K 0.77% 23

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 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

Wall Street Financial Group's AGG Position: Q2 2026 in Review

Wall Street Financial Group reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 58% in Q2 2026, selling an estimated $2.96M and leaving 21,472 shares worth $2.13M. The position accounts for 1.14% of the portfolio, ranked #25.

Wall Street Financial Group first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.1M in Q1 2026. 937 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Wall Street Financial Group held 21,472 shares of iShares Core US Aggregate Bond ETF worth $2.13M as of Q2 2026.
  • Wall Street Financial Group sold 29,946 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.96M.
  • iShares Core US Aggregate Bond ETF made up 1.14% of Wall Street Financial Group's portfolio in Q2 2026, its #25 holding.
  • Wall Street Financial Group first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Wall Street Financial Group's iShares Core US Aggregate Bond ETF position peaked at $5.1M in Q1 2026.
  • 937 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.