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

Angeles 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	$158K	Buy	1,597 +83	+5%	+$8.21K	0.01%	511
2026 Q1	$150K	Sell	1,514 -1,166	-44%	-$117K	0.01%	428
2025 Q4	$268K	Buy	2,680 +1,098	+69%	+$110K	0.01%	311
2025 Q3	$159K	Buy	1,582 +1,573	+17,478%	+$156K	0.01%	347
2025 Q2	$893	Hold	9	–	–	﹤0.01%	428
2025 Q1	$890	Buy	+9	New	+$880	﹤0.01%	367
2023 Q3	–	Sell	-7,090	Closed	-$694K	–	225
2023 Q2	$694K	Hold	7,090	–	–	0.09%	91
2023 Q1	$706K	Sell	7,090 -1,050	-13%	-$104K	0.11%	93
2022 Q4	$789K	Sell	8,140 -1,000	-11%	-$96.7K	0.14%	85
2022 Q3	$881K	Hold	9,140	–	–	0.17%	66
2022 Q2	$929K	Hold	9,140	–	–	0.19%	64
2022 Q1	$979K	Buy	+9,140	New	+$1.01M	0.19%	66

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

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

Angeles Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 5.5% in Q2 2026, buying an estimated $8.21K and bringing the position to 1,597 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #511.

Angeles Wealth Management first reported a position in AGG in Q1 2022 and has held it in 12 quarters since. The position peaked at $979K in Q1 2022. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Angeles Wealth Management held 1,597 shares of iShares Core US Aggregate Bond ETF worth $158K as of Q2 2026.
Angeles Wealth Management bought 83 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $8.21K.
iShares Core US Aggregate Bond ETF made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #511 holding.
Angeles Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 12 quarters since.
Angeles Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $979K in Q1 2022.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.