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Clark Wealth Partners’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Clark Wealth Partners’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 		– Sell
-19
Closed -$1.89K – 574
2026
Q1 		$1.89K Buy
+19
New +$1.9K ﹤0.01% 462
2025
Q1 		– Sell
-3
Closed -$291 – 529
2024
Q4 		$291 Buy
+3
New +$295 ﹤0.01% 498

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
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 $80B AUM 26.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clark Wealth Partners's AGG Position: Q2 2026 in Review

Clark Wealth Partners sold out of iShares Core US Aggregate Bond ETF (AGG) in Q2 2026, closing a stake of 19 shares — an estimated $1.89K sold.

Clark Wealth Partners first reported a position in AGG in Q4 2024 and held it in 2 quarters. The position peaked at $1.89K in Q1 2026. 2,014 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Clark Wealth Partners reported no remaining iShares Core US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Clark Wealth Partners sold 19 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $1.89K.
  • Clark Wealth Partners first reported a position in iShares Core US Aggregate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Clark Wealth Partners's iShares Core US Aggregate Bond ETF position peaked at $1.89K in Q1 2026.
  • 2,014 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.