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49 Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

49 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 		$660K Buy
+6,664
New +$659K 0.13% 91
2025
Q1 		– Sell
-5,655
Closed -$548K – 190
2024
Q4 		$548K Buy
+5,655
New +$557K 0.08% 78
2024
Q3 		– Sell
-59,698
Closed -$5.75M – 181
2024
Q2 		$5.75M Buy
+59,698
New +$5.76M 1.13% 24

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

49 Wealth Management's AGG Position: Q2 2026 in Review

49 Wealth Management opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 6,664 shares worth $660K. The stake represents 0.13% of the portfolio and ranks #91 among its holdings. This is a return to the name: 49 Wealth Management previously reported a position in AGG as recently as Q4 2024.

49 Wealth Management first reported a position in AGG in Q2 2024 and has held it in 3 quarters since. The position peaked at $5.75M in Q2 2024. 2,091 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • 49 Wealth Management held 6,664 shares of iShares Core US Aggregate Bond ETF worth $660K as of Q2 2026.
  • iShares Core US Aggregate Bond ETF was a new 49 Wealth Management position in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 0.13% of 49 Wealth Management's portfolio in Q2 2026, its #91 holding.
  • 49 Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • 49 Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $5.75M in Q2 2024.
  • 2,091 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.