Atlantic Edge Private Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
Other funds holding AGG
Atlantic Edge Private Wealth Management's AGG Position: Q2 2026 in Review
Atlantic Edge Private Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 0.14% in Q2 2026, buying an estimated $99 and bringing the position to 736 shares worth $72.8K. The position accounts for 0.01% of the portfolio, ranked #222.
Atlantic Edge Private Wealth Management first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $420K in Q4 2023. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.
- Atlantic Edge Private Wealth Management held 736 shares of iShares Core US Aggregate Bond ETF worth $72.8K as of Q2 2026.
- Atlantic Edge Private Wealth Management bought 1 iShares Core US Aggregate Bond ETF share in Q2 2026, an estimated $99.
- iShares Core US Aggregate Bond ETF made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #222 holding.
- Atlantic Edge Private Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
- Atlantic Edge Private Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $420K in Q4 2023.
- 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.
Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.