4Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

4Wealth Advisors’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	$362K	Sell	3,642 -209	-5%	-$20.7K	0.28%	107
2026 Q1	$381K	Sell	3,851 -28	-0.7%	-$2.8K	0.33%	97
2025 Q4	$387K	Sell	3,879 -20	-0.5%	-$2.01K	0.33%	97
2025 Q3	$391K	Sell	3,899 -104	-3%	-$10.3K	0.35%	91
2025 Q2	$397K	Sell	4,003 -10	-0.2%	-$980	0.4%	84
2025 Q1	$397K	Sell	4,013 -12,349	-75%	-$1.21M	0.43%	86
2024 Q4	$1.59M	Buy	+16,362	New	+$1.61M	1.59%	13

Other funds holding AGG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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) 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

4Wealth Advisors's AGG Position: Q2 2026 in Review

4Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 5.4% in Q2 2026, selling an estimated $20.7K and leaving 3,642 shares worth $362K. The position accounts for 0.28% of the portfolio, ranked #107.

4Wealth Advisors first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.59M in Q4 2024. 1,051 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

4Wealth Advisors held 3,642 shares of iShares Core US Aggregate Bond ETF worth $362K as of Q2 2026.
4Wealth Advisors sold 209 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $20.7K.
iShares Core US Aggregate Bond ETF made up 0.28% of 4Wealth Advisors's portfolio in Q2 2026, its #107 holding.
4Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
4Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.59M in Q4 2024.
1,051 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.