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Buck Wealth Strategies’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Buck Wealth Strategies’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 		$41.7M Buy
421,730
+14,975
+4% +$1.48M 4.37% 3
2026
Q1 		$40.4M Buy
406,755
+38,344
+10% +$3.84M 4.99% 3
2025
Q4 		$36.8M Sell
368,411
-86,109
-19% -$8.64M 4.67% 3
2025
Q3 		$45.6M Buy
454,520
+19,655
+5% +$1.95M 6.25% 2
2025
Q2 		$43.1M Buy
434,865
+23,922
+6% +$2.34M 6.57% 2
2025
Q1 		$40.7M Buy
410,943
+233,274
+131% +$22.8M 7.39% 2
2024
Q4 		$17.2M Buy
177,669
+67,126
+61% +$6.61M 3.58% 3
2024
Q3 		$11.2M Sell
110,543
-7,683
-6% -$767K 3.52% 2
2024
Q2 		$11.5M Buy
118,226
+109,381
+1,237% +$10.6M 3.39% 3
2024
Q1 		$866K Sell
8,845
-80,947
-90% -$7.92M 0.3% 48
2023
Q4 		$8.91M Buy
89,792
+19,073
+27% +$1.82M 3.3% 4
2023
Q3 		$6.65M Buy
+70,719
New +$6.81M 2.67% 5
2022
Q3 		$6.26M Buy
+66,618
New +$6.74M 2.93% 5

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

Buck Wealth Strategies's AGG Position: Q2 2026 in Review

Buck Wealth Strategies increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.7% in Q2 2026, buying an estimated $1.48M and bringing the position to 421,730 shares worth $41.7M. The position accounts for 4.37% of the portfolio, ranked #3.

Buck Wealth Strategies first reported a position in AGG in Q3 2022 and has held it in 13 quarters since. The position peaked at $45.6M in Q3 2025. 2,078 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Buck Wealth Strategies held 421,730 shares of iShares Core US Aggregate Bond ETF worth $41.7M as of Q2 2026.
  • Buck Wealth Strategies bought 14,975 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.48M.
  • iShares Core US Aggregate Bond ETF made up 4.37% of Buck Wealth Strategies's portfolio in Q2 2026, its #3 holding.
  • Buck Wealth Strategies first reported a position in iShares Core US Aggregate Bond ETF in Q3 2022 and has held it in 13 quarters since.
  • Buck Wealth Strategies's iShares Core US Aggregate Bond ETF position peaked at $45.6M in Q3 2025.
  • 2,078 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.