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

AE 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
2021
Q1 		– Sell
-9,000
Closed -$5K – 1474
2020
Q4 		$5K Buy
+9,000
New +$1.06M ﹤0.01% 1348

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

AE Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 4.5% in Q2 2026, selling an estimated $267K and leaving 56,799 shares worth $5.62M. The position accounts for 0.03% of the portfolio, ranked #414.

AE Wealth Management first reported a position in AGG in Q4 2016 and has held it in 39 quarters since. The position peaked at $134M in Q4 2020. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • AE Wealth Management held 56,799 shares of iShares Core US Aggregate Bond ETF worth $5.62M as of Q2 2026.
  • AE Wealth Management sold 2,698 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $267K.
  • iShares Core US Aggregate Bond ETF made up 0.03% of AE Wealth Management's portfolio in Q2 2026, its #414 holding.
  • AE Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • AE Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $134M in Q4 2020.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.