Ashton Thomas Private Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Ashton Thomas Private Wealth’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	$15.3M	Buy	154,080 +72,130	+88%	+$7.14M	0.32%	72
2026 Q1	$8.14M	Buy	81,950 +8,897	+12%	+$890K	0.19%	112
2025 Q4	$7.3M	Buy	73,053 +2,684	+4%	+$269K	0.18%	123
2025 Q3	$7.05M	Sell	70,369 -28,688	-29%	-$2.85M	0.18%	132
2025 Q2	$9.83M	Buy	99,057 +45,411	+85%	+$4.45M	0.35%	64
2025 Q1	$5.31M	Sell	53,646 -4,120	-7%	-$403K	0.2%	122
2024 Q4	$5.6M	Buy	57,766 +11,815	+26%	+$1.16M	0.22%	109
2024 Q3	$4.65M	Buy	45,951 +2,494	+6%	+$249K	0.25%	102
2024 Q2	$4.22M	Sell	43,457 -9,418	-18%	-$909K	0.23%	110
2024 Q1	$5.18M	Buy	52,875 +5,174	+11%	+$506K	0.3%	90
2023 Q4	$4.73M	Sell	47,701 -13,561	-22%	-$1.29M	0.3%	94
2023 Q3	$5.76M	Sell	61,262 -4,259	-7%	-$410K	0.42%	59
2023 Q2	$6.42M	Buy	65,521 +5,540	+9%	+$548K	0.49%	53
2023 Q1	$5.98M	Buy	59,981 +27,522	+85%	+$2.72M	0.52%	47
2022 Q4	$3.15M	Sell	32,459 -3,905	-11%	-$378K	0.31%	92
2022 Q3	$3.5M	Sell	36,364 -12,094	-25%	-$1.22M	0.4%	69
2022 Q2	$4.93M	Buy	48,458 +7,473	+18%	+$768K	0.53%	43
2022 Q1	$4.39M	Buy	40,985 +11,450	+39%	+$1.26M	0.38%	72
2021 Q4	$3.37M	Buy	29,535 +26,699	+941%	+$3.05M	0.33%	83
2021 Q3	$326K	Sell	2,836 -365	-11%	-$42.3K	0.05%	298
2021 Q2	$369K	Sell	3,201 -3,018	-49%	-$346K	0.06%	268
2021 Q1	$708K	Sell	6,219 -8,579	-58%	-$993K	0.12%	191
2020 Q4	$1.75M	Sell	14,798 -2,536	-15%	-$299K	0.33%	80
2020 Q3	$2.05M	Buy	17,334 +15,612	+907%	+$1.85M	0.51%	49
2020 Q2	$204K	Sell	1,722 -1,036	-38%	-$121K	0.06%	221
2020 Q1	$318K	Buy	+2,758	New	+$314K	0.13%	159
2019 Q4	–	Sell	-5,076	Closed	-$574K	–	226
2019 Q3	$574K	Sell	5,076 -28,872	-85%	-$3.25M	0.24%	93
2019 Q2	$3.78M	Buy	33,948 +6,394	+23%	+$699K	1.45%	14
2019 Q1	$3.01M	Buy	+27,554	New	+$2.95M	1.24%	19

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

Ashton Thomas Private Wealth's AGG Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 88% in Q2 2026, buying an estimated $7.14M and bringing the position to 154,080 shares worth $15.3M. The position accounts for 0.32% of the portfolio, ranked #72.

Ashton Thomas Private Wealth first reported a position in AGG in Q1 2019 and has held it in 29 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Ashton Thomas Private Wealth held 154,080 shares of iShares Core US Aggregate Bond ETF worth $15.3M as of Q2 2026.
Ashton Thomas Private Wealth bought 72,130 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $7.14M.
iShares Core US Aggregate Bond ETF made up 0.32% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #72 holding.
Ashton Thomas Private Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q1 2019 and has held it in 29 quarters since.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.