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

BAM 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 		– Sell
-2,113
Closed -$210K – 169
2026
Q1 		$210K Sell
2,113
-1,120
-35% -$112K 0.16% 150
2025
Q4 		$323K Sell
3,233
-1,317
-29% -$132K 0.23% 103
2025
Q3 		$456K Buy
+4,550
New +$451K 0.35% 74

Other funds holding AGG

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

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

BAM Wealth Management sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 2,113 shares — an estimated $210K sold.

BAM Wealth Management first reported a position in AGG in Q3 2025 and held it in 3 quarters. The position peaked at $456K in Q3 2025. 1,358 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • BAM Wealth Management reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • BAM Wealth Management sold 2,113 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $210K.
  • BAM Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2025 and held it in 3 quarters.
  • BAM Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $456K in Q3 2025.
  • 1,358 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.