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

Capital Advisors 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	$3.27M	Sell	33,065 -1,671	-5%	-$165K	0.38%	53
2026 Q1	$3.45M	Sell	34,736 -3,974	-10%	-$398K	0.46%	49
2025 Q4	$3.87M	Sell	38,710 -1,327	-3%	-$133K	0.53%	45
2025 Q3	$4.01M	Sell	40,037 -202	-0.5%	-$20K	0.57%	42
2025 Q2	$3.99M	Sell	40,239 -2,875	-7%	-$282K	0.63%	42
2025 Q1	$4.26M	Sell	43,114 -4,403	-9%	-$430K	0.75%	34
2024 Q4	$4.6M	Sell	47,517 -4,987	-9%	-$491K	0.82%	32
2024 Q3	$5.32M	Buy	52,504 +180	+0.3%	+$18K	0.98%	27
2024 Q2	$5.08M	Sell	52,324 -8,321	-14%	-$803K	1%	29
2024 Q1	$5.94M	Sell	60,645 -5,699	-9%	-$558K	1.23%	24
2023 Q4	$6.58M	Sell	66,344 -24,515	-27%	-$2.33M	1.5%	19
2023 Q3	$8.54M	Buy	90,859 +9,716	+12%	+$936K	2.23%	12
2023 Q2	$7.95M	Buy	81,143 +39,935	+97%	+$3.95M	2.03%	14
2023 Q1	$4.11M	Buy	41,208 +36,510	+777%	+$3.61M	1.14%	25
2022 Q4	$456K	Sell	4,698 -319	-6%	-$30.9K	0.14%	75
2022 Q3	$483K	Sell	5,017 -1,021	-17%	-$103K	0.16%	68
2022 Q2	$614K	Sell	6,038 -4,710	-44%	-$484K	0.2%	57
2022 Q1	$1.15M	Sell	10,748 -479	-4%	-$52.7K	0.35%	48
2021 Q4	$1.28M	Sell	11,227 -3,269	-23%	-$374K	0.39%	42
2021 Q3	$1.67M	Sell	14,496 -1,598	-10%	-$185K	0.59%	34
2021 Q2	$1.86M	Sell	16,094 -21,656	-57%	-$2.48M	0.69%	33
2021 Q1	$4.3M	Buy	+37,750	New	+$4.37M	1.85%	18

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

Capital Advisors Wealth Management's AGG Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 4.8% in Q2 2026, selling an estimated $165K and leaving 33,065 shares worth $3.27M. The position accounts for 0.38% of the portfolio, ranked #53.

Capital Advisors Wealth Management first reported a position in AGG in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.54M in Q3 2023. 2,081 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Capital Advisors Wealth Management held 33,065 shares of iShares Core US Aggregate Bond ETF worth $3.27M as of Q2 2026.
Capital Advisors Wealth Management sold 1,671 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $165K.
iShares Core US Aggregate Bond ETF made up 0.38% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #53 holding.
Capital Advisors Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q1 2021 and has held it in 22 quarters since.
Capital Advisors Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $8.54M in Q3 2023.
2,081 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.