Abundance Wealth Counselors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Abundance Wealth Counselors’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	$2.33M	Buy	23,548 +12,324	+110%	+$1.22M	0.15%	97
2026 Q1	$1.11M	Buy	11,224 +120	+1%	+$12K	0.16%	95
2025 Q4	$1.11M	Buy	11,104 +158	+1%	+$15.9K	0.19%	87
2025 Q3	$1.1M	Hold	10,946	–	–	0.19%	92
2025 Q2	$1.09M	Sell	10,946 -802	-7%	-$78.6K	0.2%	87
2025 Q1	$1.16M	Buy	11,748 +436	+4%	+$42.6K	0.24%	74
2024 Q4	$1.1M	Buy	11,312 +1,350	+14%	+$133K	0.24%	72
2024 Q3	$1.01M	Buy	+9,962	New	+$994K	0.21%	83
2024 Q2	–	Sell	-5,048	Closed	-$494K	–	73
2024 Q1	$494K	Buy	5,048 +323	+7%	+$31.6K	0.11%	105
2023 Q4	$469K	Buy	+4,725	New	+$450K	0.12%	103

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Abundance Wealth Counselors's AGG Position: Q2 2026 in Review

Abundance Wealth Counselors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 110% in Q2 2026, buying an estimated $1.22M and bringing the position to 23,548 shares worth $2.33M. The position accounts for 0.15% of the portfolio, ranked #97.

Abundance Wealth Counselors first reported a position in AGG in Q4 2023 and has held it in 10 quarters since. 2,098 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Abundance Wealth Counselors held 23,548 shares of iShares Core US Aggregate Bond ETF worth $2.33M as of Q2 2026.
Abundance Wealth Counselors bought 12,324 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.22M.
iShares Core US Aggregate Bond ETF made up 0.15% of Abundance Wealth Counselors's portfolio in Q2 2026, its #97 holding.
Abundance Wealth Counselors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
2,098 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.