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

Ameliora 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 		$6.41M Hold
64,790
– – 1.9% 14
2026
Q1 		$6.43M Sell
64,790
-75,501
-54% -$7.55M 2.05% 12
2025
Q4 		$14M Buy
140,291
+16,805
+14% +$1.69M 4.27% 6
2025
Q3 		$12.4M Sell
123,486
-42,836
-26% -$4.25M 4.12% 7
2025
Q2 		$16.5M Sell
166,322
-56,250
-25% -$5.51M 5.9% 4
2025
Q1 		$22M Buy
222,572
+6,912
+3% +$676K 8.28% 2
2024
Q4 		$20.9M Buy
215,660
+692
+0.3% +$68.2K 7.84% 2
2024
Q3 		$21.8M Buy
214,968
+68,438
+47% +$6.83M 9.08% 2
2024
Q2 		$14.2M Buy
146,530
+6,521
+5% +$629K 6.46% 1
2024
Q1 		$13.7M Buy
140,009
+14,874
+12% +$1.46M 6.22% 1
2023
Q4 		$12.4M Buy
125,135
+82,462
+193% +$7.85M 6.16% 2
2023
Q3 		$4.01M Buy
42,673
+8,798
+26% +$847K 2.38% 11
2023
Q2 		$3.32M Sell
33,875
-2,233
-6% -$221K 2.05% 14
2023
Q1 		$3.6M Buy
36,108
+31,117
+623% +$3.08M 2.1% 11
2022
Q4 		$484K Hold
4,991
– – 0.26% 50
2022
Q3 		$476K Buy
4,991
+4,625
+1,264% +$468K 0.26% 50
2022
Q2 		$37K Sell
366
-81
-18% -$8.32K 0.04% 34
2022
Q1 		$44K Buy
+447
New +$49.2K 0.03% 35

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

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

Ameliora Wealth Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 64,790 shares worth $6.41M. The position accounts for 1.9% of the portfolio, ranked #14.

Ameliora Wealth Management first reported a position in AGG in Q1 2022 and has held it in 18 quarters since. The position peaked at $22M in Q1 2025. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Ameliora Wealth Management held 64,790 shares of iShares Core US Aggregate Bond ETF worth $6.41M as of Q2 2026.
  • Ameliora Wealth Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up 1.9% of Ameliora Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Ameliora Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Ameliora Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $22M in Q1 2025.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.