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

Castle 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	$287K	Buy	+2,902	New	+$287K	0.09%	117

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

Castle Wealth Management's AGG Position: Q2 2026 in Review

Castle Wealth Management opened a new position in iShares Core US Aggregate Bond ETF (AGG) in Q2 2026: 2,902 shares worth $287K. The stake represents 0.09% of the portfolio and ranks #117 among its holdings.

2,079 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Castle Wealth Management held 2,902 shares of iShares Core US Aggregate Bond ETF worth $287K as of Q2 2026.
iShares Core US Aggregate Bond ETF was a new Castle Wealth Management position in Q2 2026.
iShares Core US Aggregate Bond ETF made up 0.09% of Castle Wealth Management's portfolio in Q2 2026, its #117 holding.
2,079 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.