AGG (AGG)

This article details MorganRosel Wealth Management, LLC's historical holdings in the iShares Core U.S. Aggregate Bond ETF (AGG). As of June 30, 2026, the firm held 54,351 shares valued at $5.38 million, representing 1.82% of their portfolio. The investment has an estimated loss of $492,862.54, or -4.95%, based on historical transactions and the current price of AGG.

This article details WealthPLAN Partners, LLC's historical holdings in the iShares Core U.S. Aggregate Bond ETF (AGG). As of June 30, 2026, they held 68,139 shares valued at $6.74 million, representing 1.29% of their portfolio. The firm has made 14 purchases and 14 sales of AGG since 2018Q2, resulting in an estimated gain of -$189,102.43 to date.

Mike Zaccardi recommends the iShares Core US Aggregate Bond ETF (AGG) due to its attractive 4.87% yield-to-maturity and robust risk/liquidity profile. AGG offers low-cost exposure to investment-grade US bonds, making it a reliable portfolio holding with a positive long-term outlook despite short-term risks. The ETF is considered a prudent choice given current market conditions, where bond returns could compete with US large-cap stocks over the next decade.

This article details UNION SAVINGS BANK's investment history in the iShares Core U.S. Aggregate Bond ETF (AGG). As of June 30, 2026, the bank held 12,419 shares valued at $1.23 million, representing 0.49% of its portfolio. The bank has made four purchases and seven sales of AGG since Q2 2023, resulting in an estimated gain of $-4,476.19 (-0.24%) on its current holdings.

The AGG ETF (iShares Core U.S. Aggregate Bond) experienced a gain of 0.3% recently. This indicates a slight positive movement in the bond market, as reflected by this broadly diversified bond exchange-traded fund.