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Atlantic Family Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Atlantic Family 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 		$817K Buy
8,253
+133
+2% +$13.2K 0.52% 16
2026
Q1 		$806K Sell
8,120
-1,758
-18% -$176K 0.58% 16
2025
Q4 		$987K Buy
9,878
+955
+11% +$95.8K 0.75% 14
2025
Q3 		$895K Buy
8,923
+1,941
+28% +$193K 0.69% 14
2025
Q2 		$693K Buy
6,982
+1,427
+26% +$140K 0.6% 15
2025
Q1 		$550K Buy
5,555
+506
+10% +$49.5K 0.51% 17
2024
Q4 		$489K Buy
+5,049
New +$497K 0.58% 17

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

Atlantic Family Wealth's AGG Position: Q2 2026 in Review

Atlantic Family Wealth increased its iShares Core US Aggregate Bond ETF (AGG) stake by 1.6% in Q2 2026, buying an estimated $13.2K and bringing the position to 8,253 shares worth $817K. The position accounts for 0.52% of the portfolio, ranked #16.

Atlantic Family Wealth first reported a position in AGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $987K in Q4 2025. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Atlantic Family Wealth held 8,253 shares of iShares Core US Aggregate Bond ETF worth $817K as of Q2 2026.
  • Atlantic Family Wealth bought 133 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $13.2K.
  • iShares Core US Aggregate Bond ETF made up 0.52% of Atlantic Family Wealth's portfolio in Q2 2026, its #16 holding.
  • Atlantic Family Wealth first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Atlantic Family Wealth's iShares Core US Aggregate Bond ETF position peaked at $987K in Q4 2025.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.