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Bernardo Wealth Planning’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bernardo Wealth Planning’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 		$744K Buy
7,521
+1,166
+18% +$115K 0.13% 71
2026
Q1 		$631K Buy
6,355
+69
+1% +$6.9K 0.12% 70
2025
Q4 		$628K Buy
6,286
+70
+1% +$7.02K 0.12% 69
2025
Q3 		$623K Buy
6,216
+37
+0.6% +$3.67K 0.12% 66
2025
Q2 		$613K Sell
6,179
-135
-2% -$13.2K 0.13% 66
2025
Q1 		$625K Buy
6,314
+820
+15% +$80.2K 0.15% 56
2024
Q4 		$527K Buy
5,494
+495
+10% +$48.8K 0.13% 61
2024
Q3 		$497K Buy
4,999
+224
+5% +$22.3K 0.12% 65
2024
Q2 		$464K Sell
4,775
-623
-12% -$60.1K 0.12% 61
2024
Q1 		$529K Sell
5,398
-3,328
-38% -$326K 0.15% 56
2023
Q4 		$866K Buy
8,726
+96
+1% +$9.14K 0.27% 44
2023
Q3 		$812K Buy
8,630
+275
+3% +$26.5K 0.32% 38
2023
Q2 		$818K Sell
8,355
-224
-3% -$22.1K 0.33% 40
2023
Q1 		$855K Sell
8,579
-191
-2% -$18.9K 0.37% 36
2022
Q4 		$851K Sell
8,770
-2,917
-25% -$282K 0.4% 37
2022
Q3 		$1.09M Buy
11,687
+286
+3% +$28.9K 0.62% 28
2022
Q2 		$1.16M Buy
11,401
+3,637
+47% +$374K 0.66% 27
2022
Q1 		$831K Sell
7,764
-1,529
-16% -$168K 0.41% 35
2021
Q4 		$1.06M Buy
9,293
+50
+0.5% +$5.72K 0.52% 30
2021
Q3 		$1.06M Buy
9,243
+333
+4% +$38.6K 0.62% 28
2021
Q2 		$1.03M Sell
8,910
-2,407
-21% -$276K 0.62% 28
2021
Q1 		$1.29M Sell
11,317
-10,860
-49% -$1.26M 0.82% 23
2020
Q4 		$2.62M Buy
22,177
+7,984
+56% +$941K 1.01% 20
2020
Q3 		$1.68M Buy
14,193
+3,007
+27% +$357K 0.75% 26
2020
Q2 		$1.32M Sell
11,186
-2,901
-21% -$340K 0.71% 31
2020
Q1 		$1.63M Sell
14,087
-23,439
-62% -$2.67M 1.13% 18
2019
Q4 		$4.22M Buy
37,526
+27,341
+268% +$3.08M 2.56% 7
2019
Q3 		$1.15M Buy
10,185
+2,282
+29% +$257K 0.83% 33
2019
Q2 		$880K Buy
7,903
+661
+9% +$72.3K 0.69% 35
2019
Q1 		$790K Sell
7,242
-273
-4% -$29.3K 0.63% 40
2018
Q4 		$800K Buy
+7,515
New +$788K 0.71% 35

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

Bernardo Wealth Planning's AGG Position: Q2 2026 in Review

Bernardo Wealth Planning increased its iShares Core US Aggregate Bond ETF (AGG) stake by 18% in Q2 2026, buying an estimated $115K and bringing the position to 7,521 shares worth $744K. The position accounts for 0.13% of the portfolio, ranked #71.

Bernardo Wealth Planning first reported a position in AGG in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.22M in Q4 2019. 2,083 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Bernardo Wealth Planning held 7,521 shares of iShares Core US Aggregate Bond ETF worth $744K as of Q2 2026.
  • Bernardo Wealth Planning bought 1,166 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $115K.
  • iShares Core US Aggregate Bond ETF made up 0.13% of Bernardo Wealth Planning's portfolio in Q2 2026, its #71 holding.
  • Bernardo Wealth Planning first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Bernardo Wealth Planning's iShares Core US Aggregate Bond ETF position peaked at $4.22M in Q4 2019.
  • 2,083 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.