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

Bennett Associates 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 		$3.96M Buy
40,042
+1,739
+5% +$172K 2.45% 11
2026
Q1 		$3.8M Buy
38,303
+1,629
+4% +$163K 2.56% 13
2025
Q4 		$3.66M Buy
36,674
+1,427
+4% +$143K 2.54% 11
2025
Q3 		$3.53M Buy
35,247
+3,733
+12% +$370K 2.57% 11
2025
Q2 		$3.13M Sell
31,514
-261
-0.8% -$25.6K 2.4% 12
2025
Q1 		$3.14M Buy
31,775
+1,816
+6% +$178K 2.59% 12
2024
Q4 		$2.9M Buy
29,959
+640
+2% +$63K 2.41% 12
2024
Q3 		$2.97M Sell
29,319
-9,642
-25% -$962K 2.43% 13
2024
Q2 		$3.78M Buy
38,961
+1,054
+3% +$102K 3.41% 11
2024
Q1 		$3.71M Buy
37,907
+2,802
+8% +$274K 3.35% 10
2023
Q4 		$3.48M Buy
+35,105
New +$3.34M 3.4% 9

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

Bennett Associates Wealth Management's AGG Position: Q2 2026 in Review

Bennett Associates Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 4.5% in Q2 2026, buying an estimated $172K and bringing the position to 40,042 shares worth $3.96M. The position accounts for 2.45% of the portfolio, ranked #11.

Bennett Associates Wealth Management first reported a position in AGG in Q4 2023 and has held it in 11 quarters since. 2,089 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Bennett Associates Wealth Management held 40,042 shares of iShares Core US Aggregate Bond ETF worth $3.96M as of Q2 2026.
  • Bennett Associates Wealth Management bought 1,739 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $172K.
  • iShares Core US Aggregate Bond ETF made up 2.45% of Bennett Associates Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Bennett Associates Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,089 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.