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

WinCap 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 		$303K Sell
3,059
-78
-2% -$7.72K 0.16% 79
2026
Q1 		$311K Buy
3,137
+112
+4% +$11.2K 0.21% 72
2025
Q4 		$302K Buy
3,025
+97
+3% +$9.73K 0.21% 74
2025
Q3 		$294K Sell
2,928
-186
-6% -$18.5K 0.2% 75
2025
Q2 		$309K Buy
+3,114
New +$305K 0.25% 74
2025
Q1 		– Sell
-4,366
Closed -$423K – 77
2024
Q4 		$423K Buy
+4,366
New +$430K 0.43% 65

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

WinCap Financial's AGG Position: Q2 2026 in Review

WinCap Financial reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 2.5% in Q2 2026, selling an estimated $7.72K and leaving 3,059 shares worth $303K. The position accounts for 0.16% of the portfolio, ranked #79.

WinCap Financial first reported a position in AGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $423K in Q4 2024. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • WinCap Financial held 3,059 shares of iShares Core US Aggregate Bond ETF worth $303K as of Q2 2026.
  • WinCap Financial sold 78 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $7.72K.
  • iShares Core US Aggregate Bond ETF made up 0.16% of WinCap Financial's portfolio in Q2 2026, its #79 holding.
  • WinCap Financial first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • WinCap Financial's iShares Core US Aggregate Bond ETF position peaked at $423K in Q4 2024.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on WinCap Financial's 13F filing for Q2 2026, filed 9 Jul 2026.