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Aquire Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Aquire Wealth Advisors’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 		$12.8M Sell
129,620
-13,515
-9% -$1.34M 2.94% 6
2026
Q1 		$14.2M Sell
143,135
-389
-0.3% -$38.9K 3.73% 5
2025
Q4 		$14.3M Sell
143,524
-15,783
-10% -$1.58M 3.73% 5
2025
Q3 		$16M Buy
159,307
+8,363
+6% +$830K 3.93% 5
2025
Q2 		$15M Buy
150,944
+27,709
+22% +$2.72M 4.02% 5
2025
Q1 		$12.2M Sell
123,235
-1,494
-1% -$146K 3.75% 5
2024
Q4 		$12.1M Buy
124,729
+10,534
+9% +$1.04M 3.74% 5
2024
Q3 		$11.6M Buy
114,195
+5,180
+5% +$517K 3.63% 5
2024
Q2 		$10.6M Buy
109,015
+8,430
+8% +$814K 3.55% 5
2024
Q1 		$9.85M Buy
100,585
+3,022
+3% +$296K 3.44% 5
2023
Q4 		$9.68M Buy
97,563
+4,188
+4% +$399K 3.68% 5
2023
Q3 		$8.78M Buy
93,375
+3,094
+3% +$298K 3.66% 5
2023
Q2 		$8.84M Buy
90,281
+5,785
+7% +$572K 3.53% 5
2023
Q1 		$8.42M Buy
84,496
+11,206
+15% +$1.11M 3.68% 5
2022
Q4 		$7.11M Buy
73,290
+8,381
+13% +$811K 3.54% 5
2022
Q3 		$6.25M Buy
64,909
+3,289
+5% +$333K 3.63% 8
2022
Q2 		$6.27M Buy
61,620
+13,678
+29% +$1.41M 3.66% 8
2022
Q1 		$5.13M Buy
47,942
+3,011
+7% +$331K 2.73% 11
2021
Q4 		$5.13M Buy
+44,931
New +$5.14M 2.68% 13

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

Aquire Wealth Advisors's AGG Position: Q2 2026 in Review

Aquire Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 9.4% in Q2 2026, selling an estimated $1.34M and leaving 129,620 shares worth $12.8M. The position accounts for 2.94% of the portfolio, ranked #6.

Aquire Wealth Advisors first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $16M in Q3 2025. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Aquire Wealth Advisors held 129,620 shares of iShares Core US Aggregate Bond ETF worth $12.8M as of Q2 2026.
  • Aquire Wealth Advisors sold 13,515 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.34M.
  • iShares Core US Aggregate Bond ETF made up 2.94% of Aquire Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Aquire Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Aquire Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $16M in Q3 2025.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.