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

CCG 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	$1.38M	Buy	13,937 +2,334	+20%	+$231K	0.32%	46
2026 Q1	$1.15M	Buy	11,603 +8,086	+230%	+$809K	0.31%	49
2025 Q4	$351K	Buy	+3,517	New	+$353K	0.15%	67
2024 Q2	–	Sell	-3,501	Closed	-$343K	–	71
2024 Q1	$343K	Sell	3,501 -40,628	-92%	-$3.98M	0.21%	51
2023 Q4	$4.38M	Buy	+44,129	New	+$4.2M	2.94%	7
2021 Q4	–	Sell	-2,468	Closed	-$283K	–	98
2021 Q3	$283K	Buy	+2,468	New	+$286K	0.16%	73
2020 Q1	–	Sell	-19,156	Closed	-$2.15M	–	65
2019 Q4	$2.15M	Sell	19,156 -1,043	-5%	-$118K	1.36%	23
2019 Q3	$2.29M	Sell	20,199 -1,248	-6%	-$140K	1.56%	21
2019 Q2	$2.39M	Sell	21,447 -252	-1%	-$27.6K	1.71%	20
2019 Q1	$2.37M	Buy	21,699 +6,214	+40%	+$666K	1.9%	18
2018 Q4	$1.65M	Buy	+15,485	New	+$1.62M	1.6%	17

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

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

CCG Wealth Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 20% in Q2 2026, buying an estimated $231K and bringing the position to 13,937 shares worth $1.38M. The position accounts for 0.32% of the portfolio, ranked #46.

CCG Wealth Management first reported a position in AGG in Q4 2018 and has held it in 11 quarters since. The position peaked at $4.38M in Q4 2023. 2,095 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

CCG Wealth Management held 13,937 shares of iShares Core US Aggregate Bond ETF worth $1.38M as of Q2 2026.
CCG Wealth Management bought 2,334 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $231K.
iShares Core US Aggregate Bond ETF made up 0.32% of CCG Wealth Management's portfolio in Q2 2026, its #46 holding.
CCG Wealth Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 11 quarters since.
CCG Wealth Management's iShares Core US Aggregate Bond ETF position peaked at $4.38M in Q4 2023.
2,095 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.