Arcadia Wealth Management (New Hampshire)’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Arcadia Wealth Management (New Hampshire)’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	$2.96M	Buy	29,921 +1,297	+5%	+$128K	0.93%	20
2026 Q1	$2.84M	Sell	28,624 -19,269	-40%	-$1.93M	1.03%	21
2025 Q4	$4.78M	Buy	47,893 +254	+0.5%	+$25.5K	1.78%	15
2025 Q3	$4.78M	Sell	47,639 -2,119	-4%	-$210K	1.89%	14
2025 Q2	$4.94M	Sell	49,758 -106	-0.2%	-$10.4K	2.16%	12
2025 Q1	$4.93M	Buy	+49,864	New	+$4.87M	2.44%	12
2024 Q3	–	Sell	-105,011	Closed	-$10.2M	–	63
2024 Q2	$10.2M	Sell	105,011 -52,119	-33%	-$5.03M	5.82%	5
2024 Q1	$15.4M	Buy	157,130 +54,254	+53%	+$5.31M	9.48%	4
2023 Q4	$10.2M	Buy	102,876 +6,469	+7%	+$616K	7.09%	5
2023 Q3	$9.07M	Buy	96,407 +13,628	+16%	+$1.31M	7.07%	5
2023 Q2	$8.11M	Buy	82,779 +79,013	+2,098%	+$7.81M	5.98%	6
2023 Q1	$375K	Buy	3,766 +1,593	+73%	+$157K	0.31%	45
2022 Q4	$211K	Buy	+2,173	New	+$210K	0.19%	57

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

Arcadia Wealth Management (New Hampshire)'s AGG Position: Q2 2026 in Review

Arcadia Wealth Management (New Hampshire) increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.5% in Q2 2026, buying an estimated $128K and bringing the position to 29,921 shares worth $2.96M. The position accounts for 0.93% of the portfolio, ranked #20.

Arcadia Wealth Management (New Hampshire) first reported a position in AGG in Q4 2022 and has held it in 13 quarters since. The position peaked at $15.4M in Q1 2024. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Arcadia Wealth Management (New Hampshire) held 29,921 shares of iShares Core US Aggregate Bond ETF worth $2.96M as of Q2 2026.
Arcadia Wealth Management (New Hampshire) bought 1,297 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $128K.
iShares Core US Aggregate Bond ETF made up 0.93% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #20 holding.
Arcadia Wealth Management (New Hampshire) first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 13 quarters since.
Arcadia Wealth Management (New Hampshire)'s iShares Core US Aggregate Bond ETF position peaked at $15.4M in Q1 2024.
2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2026, filed 20 Jul 2026.