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

Activest 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	$938K	Buy	9,473 +8,844	+1,406%	+$875K	0.18%	47
2026 Q1	$62.5K	Buy	629 +3	+0.5%	+$300	0.01%	294
2025 Q4	$62.6K	Buy	626 +5	+0.8%	+$502	0.01%	289
2025 Q3	$62.2K	Buy	621 +4	+0.6%	+$397	0.01%	240
2025 Q2	$61.2K	Buy	617 +442	+253%	+$43.3K	0.01%	186
2025 Q1	$17.3K	Hold	175	–	–	﹤0.01%	311
2024 Q4	$16.9K	Hold	175	–	–	﹤0.01%	267
2024 Q3	$17.7K	Sell	175 -102	-37%	-$10.2K	0.01%	261
2024 Q2	$26.9K	Buy	277 +1	+0.4%	+$97	0.01%	220
2024 Q1	$27.1K	Sell	276 -5,828	-95%	-$570K	0.01%	154
2023 Q4	$606K	Buy	6,104 +5,929	+3,388%	+$564K	0.33%	27
2023 Q3	$16.4K	Buy	+175	New	+$16.9K	0.01%	145
2023 Q2	–	Sell	-376	Closed	-$37.4K	–	292
2023 Q1	$37.4K	Buy	+376	New	+$37.2K	0.02%	97
2022 Q3	–	Sell	-180	Closed	-$18K	–	436
2022 Q2	$18K	Buy	180 +1	+0.6%	+$103	0.01%	163
2022 Q1	$19K	Sell	179 -10,250	-98%	-$1.13M	0.01%	163
2021 Q4	$1.19M	Buy	+10,429	New	+$1.19M	0.74%	19

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 22.96% 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

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

Activest Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1,406% in Q2 2026, buying an estimated $875K and bringing the position to 9,473 shares worth $938K. The position accounts for 0.18% of the portfolio, ranked #47.

Activest Wealth Management first reported a position in AGG in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.19M in Q4 2021. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Activest Wealth Management held 9,473 shares of iShares Core US Aggregate Bond ETF worth $938K as of Q2 2026.
Activest Wealth Management bought 8,844 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $875K.
iShares Core US Aggregate Bond ETF made up 0.18% of Activest Wealth Management's portfolio in Q2 2026, its #47 holding.
Activest Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 16 quarters since.
Activest Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $1.19M in Q4 2021.
2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.