R2 Capital Strategies, LLC’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

R2 Capital Strategies, 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	$1.85M	Buy	+18,664	New	+$1.85M	0.84%	31

Other funds holding AGG

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Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

R2 Capital Strategies, LLC's AGG Position: Q2 2026 in Review

R2 Capital Strategies, LLC opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 18,664 shares worth $1.85M. The stake represents 0.84% of the portfolio and ranks #31 among its holdings.

723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

R2 Capital Strategies, LLC held 18,664 shares of iShares Core US Aggregate Bond ETF worth $1.85M as of Q2 2026.
iShares Core US Aggregate Bond ETF was a new R2 Capital Strategies, LLC position in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.84% of R2 Capital Strategies, LLC's portfolio in Q2 2026, its #31 holding.
723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on R2 Capital Strategies, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.