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

Aries 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	$3.07M	Buy	31,049 +3,992	+15%	+$395K	0.6%	36
2026 Q1	$2.69M	Buy	27,057 +793	+3%	+$79.3K	0.59%	40
2025 Q4	$2.62M	Buy	26,264 +4,229	+19%	+$424K	0.58%	43
2025 Q3	$2.21M	Buy	22,035 +550	+3%	+$54.6K	0.52%	45
2025 Q2	$2.13M	Buy	21,485 +916	+4%	+$89.8K	0.56%	43
2025 Q1	$2.03M	Buy	20,569 +548	+3%	+$53.6K	0.55%	50
2024 Q4	$1.94M	Buy	20,021 +3,219	+19%	+$317K	0.53%	48
2024 Q3	$1.7M	Buy	16,802 +12,354	+278%	+$1.23M	0.47%	55
2024 Q2	$432K	Buy	4,448 +200	+5%	+$19.3K	0.14%	131
2024 Q1	$416K	Buy	+4,248	New	+$416K	0.13%	135
2022 Q2	–	Sell	-95,600	Closed	-$10.2M	–	177
2022 Q1	$10.2M	Buy	+95,600	New	+$10.5M	4.43%	4

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

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

Aries Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 15% in Q2 2026, buying an estimated $395K and bringing the position to 31,049 shares worth $3.07M. The position accounts for 0.6% of the portfolio, ranked #36.

Aries Wealth Management first reported a position in AGG in Q1 2022 and has held it in 11 quarters since. The position peaked at $10.2M in Q1 2022. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Aries Wealth Management held 31,049 shares of iShares Core US Aggregate Bond ETF worth $3.07M as of Q2 2026.
Aries Wealth Management bought 3,992 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $395K.
iShares Core US Aggregate Bond ETF made up 0.6% of Aries Wealth Management's portfolio in Q2 2026, its #36 holding.
Aries Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2022 and has held it in 11 quarters since.
Aries Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $10.2M in Q1 2022.
2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

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