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Atwood & Palmer’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Atwood & Palmer’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 		$990 Hold
10
– – ﹤0.01% 455
2026
Q1 		$993 Buy
+10
New +$1K ﹤0.01% 475
2024
Q3 		– Sell
-44
Closed -$4.27K – 473
2024
Q2 		$4.27K Buy
+44
New +$4.25K ﹤0.01% 372
2017
Q3 		– Sell
-969
Closed -$106K – 298
2017
Q2 		$106K Hold
969
– – 0.02% 150
2017
Q1 		$105K Buy
969
+688
+245% +$74.4K 0.02% 146
2016
Q4 		$30K Hold
281
– – 0.01% 197
2016
Q3 		$32K Hold
281
– – 0.01% 193
2016
Q2 		$32K Sell
281
-300
-52% -$33.3K 0.01% 197
2016
Q1 		$64K Buy
+581
New +$63.6K 0.01% 165

Other funds holding AGG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atwood & Palmer's AGG Position: Q2 2026 in Review

Atwood & Palmer held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 10 shares worth $990. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Atwood & Palmer first reported a position in AGG in Q1 2016 and has held it in 9 quarters since. The position peaked at $106K in Q2 2017. 1,445 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Atwood & Palmer held 10 shares of iShares Core US Aggregate Bond ETF worth $990 as of Q2 2026.
  • Atwood & Palmer left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares Core US Aggregate Bond ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #455 holding.
  • Atwood & Palmer first reported a position in iShares Core US Aggregate Bond ETF in Q1 2016 and has held it in 9 quarters since.
  • Atwood & Palmer's iShares Core US Aggregate Bond ETF position peaked at $106K in Q2 2017.
  • 1,445 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.