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

BCS 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 		$14.1M Buy
142,203
+10,324
+8% +$1.02M 2.54% 4
2026
Q1 		$13.1M Sell
131,879
-114,929
-47% -$11.5M 2.67% 5
2025
Q4 		$24.7M Buy
246,808
+137,238
+125% +$13.8M 2.49% 5
2025
Q3 		$11M Buy
109,570
+21,310
+24% +$2.11M 2.48% 6
2025
Q2 		$8.76M Buy
88,260
+15,268
+21% +$1.5M 1.88% 11
2025
Q1 		$7.22M Buy
72,992
+14,033
+24% +$1.37M 1.86% 12
2024
Q4 		$5.71M Buy
+58,959
New +$5.81M 1.42% 15
2024
Q2 		– Sell
-34,912
Closed -$3.42M – 156
2024
Q1 		$3.42M Buy
34,912
+10,131
+41% +$992K 1.1% 21
2023
Q4 		$2.46M Buy
24,781
+19,033
+331% +$1.81M 0.91% 25
2023
Q3 		$541K Buy
+5,748
New +$554K 0.23% 98

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

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

BCS Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 7.8% in Q2 2026, buying an estimated $1.02M and bringing the position to 142,203 shares worth $14.1M. The position accounts for 2.54% of the portfolio, ranked #4.

BCS Wealth Management first reported a position in AGG in Q3 2023 and has held it in 10 quarters since. The position peaked at $24.7M in Q4 2025. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • BCS Wealth Management held 142,203 shares of iShares Core US Aggregate Bond ETF worth $14.1M as of Q2 2026.
  • BCS Wealth Management bought 10,324 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.02M.
  • iShares Core US Aggregate Bond ETF made up 2.54% of BCS Wealth Management's portfolio in Q2 2026, its #4 holding.
  • BCS Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2023 and has held it in 10 quarters since.
  • BCS Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $24.7M in Q4 2025.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.