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

Beacon Bridge 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 		$1.17M Sell
11,840
-1,647
-12% -$163K 0.33% 61
2026
Q1 		$1.34M Buy
13,487
+204
+2% +$20.4K 0.45% 51
2025
Q4 		$1.33M Sell
13,283
-3,311
-20% -$332K 0.44% 52
2025
Q3 		$1.66M Buy
16,594
+115
+0.7% +$11.4K 0.59% 38
2025
Q2 		$1.63M Sell
16,479
-5,210
-24% -$511K 0.65% 37
2025
Q1 		$2.15M Buy
21,689
+603
+3% +$58.9K 0.92% 34
2024
Q4 		$2.04M Sell
21,086
-8,570
-29% -$844K 0.87% 33
2024
Q3 		$3M Sell
29,656
-7,546
-20% -$753K 1.29% 27
2024
Q2 		$3.61M Sell
37,202
-9,078
-20% -$876K 1.66% 18
2024
Q1 		$4.53M Sell
46,280
-26,389
-36% -$2.58M 2.14% 13
2023
Q4 		$7.21M Sell
72,669
-41,708
-36% -$3.97M 3.6% 8
2023
Q3 		$10.8M Sell
114,377
-128,065
-53% -$12.3M 5.68% 2
2023
Q2 		$23.7M Buy
242,442
+10,325
+4% +$1.02M 12.14% 1
2023
Q1 		$23.1M Buy
232,117
+51,878
+29% +$5.13M 13.87% 1
2022
Q4 		$17.5M Buy
+180,239
New +$17.4M 12.71% 1

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

Beacon Bridge Wealth Partners's AGG Position: Q2 2026 in Review

Beacon Bridge Wealth Partners reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 12% in Q2 2026, selling an estimated $163K and leaving 11,840 shares worth $1.17M. The position accounts for 0.33% of the portfolio, ranked #61.

Beacon Bridge Wealth Partners first reported a position in AGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $23.7M in Q2 2023. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Beacon Bridge Wealth Partners held 11,840 shares of iShares Core US Aggregate Bond ETF worth $1.17M as of Q2 2026.
  • Beacon Bridge Wealth Partners sold 1,647 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $163K.
  • iShares Core US Aggregate Bond ETF made up 0.33% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #61 holding.
  • Beacon Bridge Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Beacon Bridge Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $23.7M in Q2 2023.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.