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

Ariadne 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	$1.28M	Sell	12,883 -115	-0.9%	-$11.4K	0.56%	41
2026 Q1	$1.29M	Hold	12,998	–	–	0.58%	34
2025 Q4	$1.31M	Buy	12,998 +18	+0.1%	+$1.81K	0.54%	39
2025 Q3	$1.3M	Hold	12,980	–	–	0.58%	40
2025 Q2	$1.29M	Hold	12,980	–	–	0.62%	38
2025 Q1	$1.27M	Hold	12,980	–	–	0.66%	38
2024 Q4	$1.27M	Hold	12,980	–	–	0.58%	40
2024 Q3	$1.28M	Buy	12,980 +1	+0%	+$100	0.69%	34
2024 Q2	$1.26M	Buy	+12,979	New	+$1.25M	0.97%	26

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

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

Ariadne Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.88% in Q2 2026, selling an estimated $11.4K and leaving 12,883 shares worth $1.28M. The position accounts for 0.56% of the portfolio, ranked #41.

Ariadne Wealth Management first reported a position in AGG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.31M in Q4 2025. 2,093 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Ariadne Wealth Management held 12,883 shares of iShares Core US Aggregate Bond ETF worth $1.28M as of Q2 2026.
Ariadne Wealth Management sold 115 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $11.4K.
iShares Core US Aggregate Bond ETF made up 0.56% of Ariadne Wealth Management's portfolio in Q2 2026, its #41 holding.
Ariadne Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Ariadne Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $1.31M in Q4 2025.
2,093 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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