Aventus Investment Advisors, Inc. AGG — ISHARES CORE U.S. AGGREGATE BOND ETF

Ownership history in Aventus Investment Advisors, Inc.  ·  4 quarters on record

AI Ownership Summary

Aventus Investment Advisors, Inc. reported ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 7.89% in 2026 Q1. The latest visible filing shows AGG at 6.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AGG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aventus Investment Advisors, Inc.'s position in ISHARES CORE U.S. AGGREGATE BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AGG was reported at 6.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.89% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AGG stock page Aventus Investment Advisors, Inc. fund profile Aventus Investment Advisors, Inc. full holdings
How Aventus Investment Advisors, Inc. held AGG — position size vs. price
% of Fund (quarterly)    AGG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 88,891 -5,009 -5.3% 6.45% $8.8M 2026-07-24 $nan
2026 Q1 ADDED — — — 93,900 +2,438 +2.7% 7.89% $9.3M 2026-04-15 $98.63
2025 Q4 ADDED — — — 91,462 +5,121 +5.9% 7.40% $9.1M 2026-01-14 $98.38
2025 Q3 INITIATED — — — 86,341 — — 7.70% $8.6M 2025-10-24 $98.19

🏢 Other funds also holding AGG

As of 2026 Q2 — sorted by position size

Arizona PSPRS Trust 42.51% DB Fitzpatrick & Co, Inc 3Y 33.84% Markin Asset Management, LP 24.64% GoalFusion Wealth Management, LLC 3Y 22.39% Kopp Family Office, LLC 3Y 20.48% Cordoba Advisory Partners LLC 18.8% Constellation Investments, Inc. 3Y 7Y 17.48% Fort Henry Capital, LLC 3Y 17.08% BayBridge Capital Group, LLC 16.87% Strategic Financial Group, LLC 16.72%

FAQ About Aventus Investment Advisors, Inc. and AGG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aventus Investment Advisors, Inc. reported owning AGG?

Aventus Investment Advisors, Inc. reported AGG across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported AGG position in Aventus Investment Advisors, Inc.'s portfolio?

The largest reported portfolio weight for AGG was 7.89% in 2026 Q1.

What is the latest reported AGG position on this page?

The most recent filing on this page is 2026 Q2, when Aventus Investment Advisors, Inc. reported 88,891 shares, equal to 6.45% of portfolio, with an estimated market value of $8.8M.

What does the chart on this AGG ownership page compare?

The chart compares Aventus Investment Advisors, Inc.'s quarterly AGG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Aventus Investment Advisors, Inc. time their AGG position?

Based on 13F filing dates vs. subsequent AGG price moves, Aventus Investment Advisors, Inc. correctly timed 2 out of 3 reported position changes (67%).

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