2WWM
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21 West Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

21 West Wealth Management’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 		$311K Buy
3,138
+57
+2% +$5.64K 0.27% 58
2026
Q1 		$306K Buy
3,081
+528
+21% +$52.8K 0.28% 51
2025
Q4 		$255K Buy
+2,553
New +$256K 0.23% 56

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
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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
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

21 West Wealth Management's AGG Position: Q2 2026 in Review

21 West Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.9% in Q2 2026, buying an estimated $5.64K and bringing the position to 3,138 shares worth $311K. The position accounts for 0.27% of the portfolio, ranked #58.

21 West Wealth Management first reported a position in AGG in Q4 2025 and has held it in 3 quarters since. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • 21 West Wealth Management held 3,138 shares of iShares Core US Aggregate Bond ETF worth $311K as of Q2 2026.
  • 21 West Wealth Management bought 57 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $5.64K.
  • iShares Core US Aggregate Bond ETF made up 0.27% of 21 West Wealth Management's portfolio in Q2 2026, its #58 holding.
  • 21 West Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.