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

Beaird Harris 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	$97.7K	Hold	988	–	–	0.01%	209
2026 Q1	$98K	Sell	988 -606	-38%	-$60.6K	0.01%	190
2025 Q4	$159K	Sell	1,594 -30	-2%	-$3.01K	0.01%	149
2025 Q3	$163K	Buy	1,624 +47	+3%	+$4.66K	0.01%	144
2025 Q2	$156K	Hold	1,577	–	–	0.01%	143
2025 Q1	$156K	Sell	1,577 -13	-0.8%	-$1.27K	0.01%	137
2024 Q4	$154K	Buy	1,590 +751	+90%	+$74K	0.01%	139
2024 Q3	$85K	Hold	839	–	–	0.01%	193
2024 Q2	$81.4K	Sell	839 -19	-2%	-$1.83K	0.01%	177
2024 Q1	$84K	Sell	858 -186	-18%	-$18.2K	0.01%	167
2023 Q4	$104K	Buy	1,044 +636	+156%	+$60.5K	0.01%	138
2023 Q3	$38.4K	Sell	408 -17	-4%	-$1.64K	﹤0.01%	187
2023 Q2	$41.6K	Hold	425	–	–	0.01%	181
2023 Q1	$42.3K	Buy	425 +17	+4%	+$1.68K	0.01%	179
2022 Q4	$39.6K	Hold	408	–	–	0.01%	191
2022 Q3	$39K	Hold	408	–	–	0.01%	179
2022 Q2	$41K	Sell	408 -403	-50%	-$41.4K	0.01%	149
2022 Q1	$87K	Hold	811	–	–	0.03%	146
2021 Q4	$93K	Buy	+811	New	+$92.8K	0.03%	177

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Beaird Harris Wealth Management's AGG Position: Q2 2026 in Review

Beaird Harris Wealth Management held its iShares Core US Aggregate Bond ETF (AGG) position steady in Q2 2026 at 988 shares worth $97.7K. The position accounts for 0.01% of the portfolio, ranked #209.

Beaird Harris Wealth Management first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $163K in Q3 2025. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Beaird Harris Wealth Management held 988 shares of iShares Core US Aggregate Bond ETF worth $97.7K as of Q2 2026.
Beaird Harris Wealth Management left its iShares Core US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #209 holding.
Beaird Harris Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
Beaird Harris Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $163K in Q3 2025.
2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.