AWM
AGG icon

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

Accurate 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 		$11.1M Buy
113,261
+20,381
+22% +$2.02M 1.06% 15
2026
Q1 		$9.22M Buy
92,880
+8,747
+10% +$875K 1.11% 17
2025
Q4 		$8.43M Buy
84,133
+4,710
+6% +$473K 1.07% 18
2025
Q3 		$8M Buy
79,423
+10,619
+15% +$1.05M 1.07% 15
2025
Q2 		$6.77M Buy
68,804
+2,769
+4% +$271K 1.04% 15
2025
Q1 		$6.41M Buy
66,035
+2,716
+4% +$266K 1.22% 13
2024
Q4 		$6.07M Buy
63,319
+11,413
+22% +$1.12M 1.17% 16
2024
Q3 		$5.18M Buy
51,906
+7,783
+18% +$776K 1.04% 15
2024
Q2 		$4.33M Buy
44,123
+6,528
+17% +$630K 1.04% 15
2024
Q1 		$3.59M Buy
37,595
+4,166
+12% +$408K 1.05% 23
2023
Q4 		$3.31M Sell
33,429
-1,035
-3% -$98.5K 1.03% 21
2023
Q3 		$3.19M Buy
34,464
+3,573
+12% +$344K 1% 24
2023
Q2 		$3.03M Sell
30,891
-28,677
-48% -$2.83M 0.94% 20
2023
Q1 		$5.94M Buy
59,568
+43,088
+261% +$4.26M 2.05% 9
2022
Q4 		$1.63M Buy
16,480
+4,055
+33% +$392K 0.6% 32
2022
Q3 		$1.19M Buy
12,425
+10,042
+421% +$1.02M 0.49% 46
2022
Q2 		$242K Sell
2,383
-917
-28% -$94.2K 0.13% 130
2022
Q1 		$353K Buy
+3,300
New +$363K 0.16% 110

Other funds holding AGG

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

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

Accurate Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 22% in Q2 2026, buying an estimated $2.02M and bringing the position to 113,261 shares worth $11.1M. The position accounts for 1.06% of the portfolio, ranked #15.

Accurate Wealth Management first reported a position in AGG in Q1 2022 and has held it in 18 quarters since. 839 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Accurate Wealth Management held 113,261 shares of iShares Core US Aggregate Bond ETF worth $11.1M as of Q2 2026.
  • Accurate Wealth Management bought 20,381 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $2.02M.
  • iShares Core US Aggregate Bond ETF made up 1.06% of Accurate Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Accurate Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 839 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.