49 Wealth Management
AGG icon

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
Q3 		– Sell
-6,664
Closed -$660K – 237
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 $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

49 Wealth Management's AGG Position: Q3 2026 in Review

49 Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q3 2026, closing a stake of 6,664 shares — an estimated $660K sold.

49 Wealth Management first reported a position in AGG in Q2 2024 and held it in 3 quarters. The position peaked at $5.75M in Q2 2024. 1,843 funds tracked by Wall St. Rank hold AGG as of Q3 2026.

  • 49 Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • 49 Wealth Management sold 6,664 iShares Core US Aggregate Bond ETF shares in Q3 2026, an estimated $660K.
  • 49 Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and held it in 3 quarters.
  • 49 Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $5.75M in Q2 2024.
  • 1,843 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q3 2026.

Based on 49 Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.