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

Benchmark 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
2025 Q2	$3.76M	Buy	37,929 +15,976	+73%	+$1.57M	1.67%	16
2025 Q1	$2.17M	Buy	21,953 +12,816	+140%	+$1.25M	1.05%	18
2024 Q4	$885K	Buy	9,137 +1,687	+23%	+$166K	0.44%	23
2024 Q3	$754K	Buy	7,450 +377	+5%	+$37.6K	0.37%	26
2024 Q2	$687K	Buy	7,073 +3,135	+80%	+$303K	0.37%	28
2024 Q1	$386K	Buy	3,938 +412	+12%	+$40.3K	0.21%	35
2023 Q4	$350K	Sell	3,526 -3,526	-50%	-$336K	0.21%	35
2023 Q3	$663K	Hold	7,052	–	–	0.42%	27
2023 Q2	$691K	Hold	7,052	–	–	0.42%	25
2023 Q1	$701K	Hold	7,052	–	–	0.45%	25
2022 Q4	$684K	Buy	7,052 +4,026	+133%	+$389K	0.49%	22
2022 Q3	$292K	Buy	+3,026	New	+$306K	0.23%	37

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Benchmark Wealth Management's AGG Position: Q2 2025 in Review

Benchmark Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 73% in Q2 2025, buying an estimated $1.57M and bringing the position to 37,929 shares worth $3.76M. The position accounts for 1.67% of the portfolio, ranked #16.

Benchmark Wealth Management first reported a position in AGG in Q3 2022 and has held it in 12 quarters since. 1,903 funds tracked by Wall St. Rank hold AGG as of Q2 2025.

Benchmark Wealth Management held 37,929 shares of iShares Core US Aggregate Bond ETF worth $3.76M as of Q2 2025.
Benchmark Wealth Management bought 15,976 iShares Core US Aggregate Bond ETF shares in Q2 2025, an estimated $1.57M.
iShares Core US Aggregate Bond ETF made up 1.67% of Benchmark Wealth Management's portfolio in Q2 2025, its #16 holding.
Benchmark Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and has held it in 12 quarters since.
1,903 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.