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

Accel 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 		$4.91M Buy
49,572
+251
+0.5% +$24.8K 1.1% 24
2026
Q1 		$4.9M Buy
49,321
+7,560
+18% +$756K 1.28% 19
2025
Q4 		$4.17M Buy
41,761
+2,078
+5% +$209K 1.14% 21
2025
Q3 		$3.98M Buy
39,683
+6,309
+19% +$626K 1.16% 19
2025
Q2 		$3.31M Sell
33,374
-1,296
-4% -$127K 1.11% 18
2025
Q1 		$3.43M Buy
34,670
+7,591
+28% +$742K 1.24% 17
2024
Q4 		$2.62M Sell
27,079
-136
-0.5% -$13.4K 0.99% 21
2024
Q3 		$2.76M Buy
27,215
+2,814
+12% +$281K 1.03% 20
2024
Q2 		$2.37M Buy
24,401
+3,333
+16% +$322K 0.95% 27
2024
Q1 		$2.06M Buy
21,068
+8,495
+68% +$831K 0.88% 32
2023
Q4 		$1.25M Buy
12,573
+1,679
+15% +$160K 0.63% 44
2023
Q3 		$1.02M Buy
10,894
+711
+7% +$68.5K 0.57% 50
2023
Q2 		$997K Buy
10,183
+5,393
+113% +$533K 0.55% 55
2023
Q1 		$477K Buy
4,790
+3,386
+241% +$335K 0.2% 123
2022
Q4 		$136K Buy
1,404
+912
+185% +$88.2K 0.07% 202
2022
Q3 		$48K Sell
492
-604
-55% -$61.1K 0.03% 375
2022
Q2 		$112K Sell
1,096
-253
-19% -$26K 0.06% 217
2022
Q1 		$144K Sell
1,349
-762
-36% -$83.9K 0.07% 194
2021
Q4 		$241K Buy
2,111
+6
+0.3% +$686 0.12% 137
2021
Q3 		$242K Sell
2,105
-4,548
-68% -$527K 0.16% 114
2021
Q2 		$767K Sell
6,653
-16,752
-72% -$1.92M 0.51% 47
2021
Q1 		$2.66M Buy
23,405
+1,676
+8% +$194K 2.16% 6
2020
Q4 		$2.57M Buy
+21,729
New +$2.56M 2.39% 5

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Accel Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.51% in Q2 2026, buying an estimated $24.8K and bringing the position to 49,572 shares worth $4.91M. The position accounts for 1.1% of the portfolio, ranked #24.

Accel Wealth Management first reported a position in AGG in Q4 2020 and has held it in 23 quarters since. 644 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Accel Wealth Management held 49,572 shares of iShares Core US Aggregate Bond ETF worth $4.91M as of Q2 2026.
  • Accel Wealth Management bought 251 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $24.8K.
  • iShares Core US Aggregate Bond ETF made up 1.1% of Accel Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Accel Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 644 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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