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

Act 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 		$9.26M Buy
93,582
+1,851
+2% +$183K 2.72% 10
2026
Q1 		$9.11M Buy
91,731
+3,843
+4% +$384K 3.06% 11
2025
Q4 		$8.78M Buy
87,888
+1,523
+2% +$153K 2.87% 11
2025
Q3 		$8.66M Buy
86,365
+2,838
+3% +$282K 3.03% 9
2025
Q2 		$8.29M Buy
83,527
+904
+1% +$88.6K 3.5% 8
2025
Q1 		$8.17M Sell
82,623
-2,982
-3% -$292K 3.7% 8
2024
Q4 		$8.3M Buy
85,605
+766
+0.9% +$75.4K 3.88% 8
2024
Q3 		$8.59M Buy
84,839
+23,577
+38% +$2.35M 3.81% 8
2024
Q2 		$5.95M Buy
+61,262
New +$5.91M 2.93% 11

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

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

Act Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 2% in Q2 2026, buying an estimated $183K and bringing the position to 93,582 shares worth $9.26M. The position accounts for 2.72% of the portfolio, ranked #10.

Act Wealth Management first reported a position in AGG in Q2 2024 and has held it in 9 quarters since. 644 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Act Wealth Management held 93,582 shares of iShares Core US Aggregate Bond ETF worth $9.26M as of Q2 2026.
  • Act Wealth Management bought 1,851 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $183K.
  • iShares Core US Aggregate Bond ETF made up 2.72% of Act Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Act Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 644 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.