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

Arista 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 		$3M Buy
30,307
+269
+0.9% +$26.6K 0.32% 39
2026
Q1 		$2.98M Buy
30,038
+865
+3% +$86.5K 0.36% 34
2025
Q4 		$2.91M Sell
29,173
-9,695
-25% -$973K 0.36% 36
2025
Q3 		$3.9M Buy
38,868
+188
+0.5% +$18.7K 0.48% 27
2025
Q2 		$3.84M Buy
38,680
+1,325
+4% +$130K 0.53% 26
2025
Q1 		$3.7M Hold
37,355
– – 0.9% 14
2024
Q4 		$3.62M Hold
37,355
– – 0.87% 16
2024
Q3 		$3.78M Hold
37,355
– – 0.91% 14
2024
Q2 		$3.63M Buy
+37,355
New +$3.61M 0.95% 14
2023
Q1 		– Sell
-3,993
Closed -$387K – 63
2022
Q4 		$387K Buy
+3,993
New +$386K 0.24% 40

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

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

Arista Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.9% in Q2 2026, buying an estimated $26.6K and bringing the position to 30,307 shares worth $3M. The position accounts for 0.32% of the portfolio, ranked #39.

Arista Wealth Management first reported a position in AGG in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.9M in Q3 2025. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Arista Wealth Management held 30,307 shares of iShares Core US Aggregate Bond ETF worth $3M as of Q2 2026.
  • Arista Wealth Management bought 269 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $26.6K.
  • iShares Core US Aggregate Bond ETF made up 0.32% of Arista Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Arista Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 10 quarters since.
  • Arista Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $3.9M in Q3 2025.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.