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

Axxcess 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 		$183M Buy
1,850,416
+61,241
+3% +$6.06M 2.92% 2
2026
Q1 		$178M Sell
1,789,175
-127,489
-7% -$12.8M 5.69% 1
2025
Q4 		$191M Buy
1,916,664
+57,232
+3% +$5.74M 3.31% 2
2025
Q3 		$186M Buy
1,859,432
+109,852
+6% +$10.9M 3.94% 2
2025
Q2 		$174M Buy
1,749,580
+41,470
+2% +$4.06M 4.06% 2
2025
Q1 		$169M Sell
1,708,110
-78,475
-4% -$7.67M 4.48% 2
2024
Q4 		$173M Buy
1,786,585
+75,175
+4% +$7.4M 4.16% 3
2024
Q3 		$173M Buy
1,711,410
+60,700
+4% +$6.06M 4.25% 3
2024
Q2 		$160M Buy
1,650,710
+39,778
+2% +$3.84M 4.24% 3
2024
Q1 		$158M Buy
1,610,932
+93,013
+6% +$9.1M 4.32% 3
2023
Q4 		$151M Sell
1,517,919
-35,128
-2% -$3.34M 4.37% 3
2023
Q3 		$146M Buy
1,553,047
+1,467,344
+1,712% +$141M 4.98% 2
2023
Q2 		$8.39M Sell
85,703
-2,919
-3% -$289K 0.61% 33
2023
Q1 		$8.83M Sell
88,622
-13,464
-13% -$1.33M 0.67% 27
2022
Q4 		$9.9M Sell
102,086
-95,800
-48% -$9.27M 0.82% 20
2022
Q3 		$19.1M Sell
197,886
-21,521
-10% -$2.18M 1.8% 9
2022
Q2 		$22.3M Buy
219,407
+21,107
+11% +$2.17M 2.05% 7
2022
Q1 		$21.2M Buy
198,300
+38,301
+24% +$4.21M 1.66% 8
2021
Q4 		$18.3M Buy
+159,999
New +$18.3M 1.33% 11

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

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

Axxcess Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.4% in Q2 2026, buying an estimated $6.06M and bringing the position to 1,850,416 shares worth $183M. The position accounts for 2.92% of the portfolio, ranked #2.

Axxcess Wealth Management first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $191M in Q4 2025. 2,096 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Axxcess Wealth Management held 1,850,416 shares of iShares Core US Aggregate Bond ETF worth $183M as of Q2 2026.
  • Axxcess Wealth Management bought 61,241 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $6.06M.
  • iShares Core US Aggregate Bond ETF made up 2.92% of Axxcess Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Axxcess Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $191M in Q4 2025.
  • 2,096 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.