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Badgley Phelps Wealth Managers’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Badgley Phelps Wealth Managers’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 		$1.07M Buy
10,842
+1,013
+10% +$100K 0.02% 199
2026
Q1 		$976K Sell
9,829
-450
-4% -$45K 0.02% 200
2025
Q4 		$1.03M Buy
10,279
+373
+4% +$37.4K 0.02% 195
2025
Q3 		$993K Hold
9,906
– – 0.02% 183
2025
Q2 		$983K Sell
9,906
-198
-2% -$19.4K 0.02% 177
2025
Q1 		$1,000K Buy
10,104
+83
+0.8% +$8.11K 0.02% 176
2024
Q4 		$971K Sell
10,021
-584
-6% -$57.5K 0.02% 177
2024
Q3 		$1.07M Buy
10,605
+339
+3% +$33.8K 0.03% 168
2024
Q2 		$996K Sell
10,266
-811
-7% -$78.3K 0.02% 166
2024
Q1 		$1.08M Sell
11,077
-4
-0% -$391 0.03% 164
2023
Q4 		$1.1M Buy
11,081
+8,027
+263% +$764K 0.03% 157
2023
Q3 		$287K Sell
3,054
-687
-18% -$66.2K 0.01% 198
2023
Q2 		$366K Sell
3,741
-2,270
-38% -$224K 0.01% 195
2023
Q1 		$599K Buy
6,011
+1,661
+38% +$164K 0.02% 145
2022
Q4 		$422K Buy
4,350
+578
+15% +$55.9K 0.02% 157
2022
Q3 		$363K Sell
3,772
-146
-4% -$14.8K 0.02% 153
2022
Q2 		$398K Sell
3,918
-254
-6% -$26.1K 0.02% 157
2022
Q1 		$447K Sell
4,172
-390
-9% -$42.9K 0.02% 159
2021
Q4 		$520K Buy
4,562
+131
+3% +$15K 0.02% 160
2021
Q3 		$509K Buy
+4,431
New +$514K 0.02% 154

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

Badgley Phelps Wealth Managers's AGG Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its iShares Core US Aggregate Bond ETF (AGG) stake by 10% in Q2 2026, buying an estimated $100K and bringing the position to 10,842 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #199.

Badgley Phelps Wealth Managers first reported a position in AGG in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.1M in Q4 2023. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Badgley Phelps Wealth Managers held 10,842 shares of iShares Core US Aggregate Bond ETF worth $1.07M as of Q2 2026.
  • Badgley Phelps Wealth Managers bought 1,013 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $100K.
  • iShares Core US Aggregate Bond ETF made up 0.02% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #199 holding.
  • Badgley Phelps Wealth Managers first reported a position in iShares Core US Aggregate Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Badgley Phelps Wealth Managers's iShares Core US Aggregate Bond ETF position peaked at $1.1M in Q4 2023.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.