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Balboa Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Balboa Wealth Partners’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 		$2.71M Buy
27,371
+1,650
+6% +$163K 0.37% 44
2026
Q1 		$2.55M Buy
25,721
+4,471
+21% +$447K 0.43% 41
2025
Q4 		$2.12M Buy
21,250
+2,634
+14% +$264K 0.35% 53
2025
Q3 		$1.87M Buy
18,616
+734
+4% +$72.8K 0.32% 54
2025
Q2 		$1.77M Buy
17,882
+4,451
+33% +$436K 0.36% 56
2025
Q1 		$1.33M Buy
13,431
+55
+0.4% +$5.38K 0.32% 59
2024
Q4 		$1.3M Buy
13,376
+1,108
+9% +$109K 0.3% 60
2024
Q3 		$1.24M Sell
12,268
-1,254
-9% -$125K 0.31% 63
2024
Q2 		$1.31M Buy
13,522
+10,788
+395% +$1.04M 0.35% 53
2024
Q1 		$268K Sell
2,734
-330
-11% -$32.3K 0.08% 177
2023
Q4 		$304K Buy
+3,064
New +$292K 0.1% 156

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

Balboa Wealth Partners's AGG Position: Q2 2026 in Review

Balboa Wealth Partners increased its iShares Core US Aggregate Bond ETF (AGG) stake by 6.4% in Q2 2026, buying an estimated $163K and bringing the position to 27,371 shares worth $2.71M. The position accounts for 0.37% of the portfolio, ranked #44.

Balboa Wealth Partners first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Balboa Wealth Partners held 27,371 shares of iShares Core US Aggregate Bond ETF worth $2.71M as of Q2 2026.
  • Balboa Wealth Partners bought 1,650 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $163K.
  • iShares Core US Aggregate Bond ETF made up 0.37% of Balboa Wealth Partners's portfolio in Q2 2026, its #44 holding.
  • Balboa Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.