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Barnes Dennig Private Wealth Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Barnes Dennig Private 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 		$416K Buy
4,201
+333
+9% +$32.9K 0.33% 54
2026
Q1 		$384K Buy
3,868
+111
+3% +$11.1K 0.38% 54
2025
Q4 		$375K Buy
3,757
+21
+0.6% +$2.11K 0.38% 51
2025
Q3 		$375K Buy
3,736
+1,983
+113% +$197K 0.4% 49
2025
Q2 		$174K Buy
+1,753
New +$172K 0.21% 62

Other funds holding AGG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Barnes Dennig Private Wealth Management's AGG Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 8.6% in Q2 2026, buying an estimated $32.9K and bringing the position to 4,201 shares worth $416K. The position accounts for 0.33% of the portfolio, ranked #54.

Barnes Dennig Private Wealth Management first reported a position in AGG in Q2 2025 and has held it in 5 quarters since. 723 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 4,201 shares of iShares Core US Aggregate Bond ETF worth $416K as of Q2 2026.
  • Barnes Dennig Private Wealth Management bought 333 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $32.9K.
  • iShares Core US Aggregate Bond ETF made up 0.33% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Barnes Dennig Private Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 723 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.